Citywire Pro Buyer

07/14/2023

“I think there is a lot of misperception; people hear the word 'value,' and they immediately think a sacrifice in quality…A misperception of not only quality but also the marriage of value and . I think that’s really, at the heart of this, where the opportunity is.”

Brown Advisory ’s Michael Poggi explains the opportunity for analysis within value investing ➡️https://ow.ly/Ypex50P61cp

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07/13/2023

What's the key to buildAGF Investmentsle future? Find out: https://ow.ly/MFNE50P9yJF

Sustainable investing offers many opportunities but investors must be willing to think critically and remain disciplined, says AGF Investments's Martin Grosskopf

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07/11/2023

In this week's Lowedown, Ashley spoke to Rusty Vanneman, CIO of Orion: https://citywire.com/pro-buyer/news/keep-it-simple-orion-cio-reveals-the-best-and-worst-parts-of-his-job/a2421136?utm_source=social&utm_medium=facebook&utm_campaign=pb-daily-news

Welcome to the Lowedown with me, Ashley Lowe, head of audience development for Professional Buyer. I'm bringing you a quick-fire Q&A with one of the many gatekeepers I've been meeting with across the country. Enjoy!

07/11/2023

With the S&P 500 up nearly 17%, and the Invesco RAFI 1000 ETF (PRF) underperforming it by 10 percentage points, Research Affiliates CEO Chris Brightman sees an opportunity.

John Coumarianos writes: https://citywire.com/pro-buyer/news/research-affiliates-ceo-rafi-should-outperform-for-next-five-years/a2421353?utm_source=social&utm_medium=facebook&utm_campaign=pb-daily-news

With the S&P 500 up nearly 17%, and the Invesco RAFI 1000 ETF (PRF) underperforming it by 10 percentage points, Research Affiliates CEO Chris Brightman sees an opportunity.

07/11/2023

Brinker has added some third-party subadvisors and internal gatekeepers to numerous strategies on its 10-piece lineup of subadvised Destinations funds.

Will Schmitt has the details: https://citywire.com/pro-buyer/news/brinker-gatekeepers-add-state-street-william-blair-to-destinations-funds/a2421231?utm_source=social&utm_medium=facebook&utm_campaign=pb-daily-news

The firm has added its CIO and another senior gatekeeper to all 10 funds in the lineup

07/11/2023

The consultant's 2023 Global Asset and Wealth Management report anticipates increased consolidation as firms grapple with ‘existential’ pressures.

Christopher Johnson writes:

The consultant's 2023 Global Asset and Wealth Management report anticipates increased consolidation as firms grapple with ‘existential’ pressures.

07/09/2023

In a wide-ranging, exclusive interview with Fox Business last Wednesday, the head of BlackRock laid out why bitcoin is the future.

Will Schmitt has the story: https://citywire.com/pro-buyer/news/blackrocks-larry-fink-makes-case-for-bitcoin-revolution/a2421111?utm_source=social&utm_medium=facebok&utm_campaign=pb-daily-news

In a wide-ranging, exclusive interview with Fox Business on Wednesday, the head of the world's largest asset manager laid out why bitcoin is the future.

07/08/2023

Recent research suggests that the small-cap effect might not be as reliable as previously thought.

John Coumarianos writes: https://citywire.com/pro-buyer/news/3-does-size-still-matter-a-modern-look-at-the-small-cap-effect/a2421034?utm_source=social&utm_medium=facebook&utm_campaign=pb-daily-news

Recent research suggests that the small-cap effect might not be as reliable as previously thought.

07/08/2023

See which portfolio managers were on the go in June.

Will Schmitt writes: https://citywire.com/pro-buyer/news/1-junes-manager-moves-exits-at-blackrock-wellington-and-more/a2421019?utm_source=social&utm_medium=facebook&utm_campaign=pb-daily-news

See which portfolio managers were on the go in June.

07/07/2023

Sustainable & Impact Investing - find out how to make Good Gains 👉https://ow.ly/K9hh50P6nWw

A boom for traditional energy stocks has put a dent in the performances of sustainable investment strategies. But few can deny that assessing all the material risks and opportunities makes good financial sense. As a growing band of investors seek to do well, the party gathers strength, as we explore in this issue of Citywire’s Due Diligence Report.

AAGF InvestmentsBBrown AdvisoryPPictet GroupShelton Capital Management

07/06/2023

The two top gatekeepers at Ategenos Capital, a start-up staffed by expats from Brinker Capital, have revealed their initial manager research focus in an interview with Citywire.

Will Schmitt writes: https://citywire.com/pro-buyer/news/ategenos-capital-reveals-initial-manager-research-focus/a2420261?utm_source=social&utm_medium=facebook&utm_campaign=pb-daily-news

The new firm is led by ex-Brinker gatekeepers Amy Magnotta and Jeff Raupp.