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MiB: Dennis Lynch, Counterpoint Global
This week, we speak with Dennis Lynch, Head of Counterpoint Global at Morgan Stanley Investment Management, running $130 billion. Several of the funds Lynch runs — Inception, Discovery, Growth,...
View ArticleMiB: Generating Performance via Concentrated Growth
What if your investing process was to find attractive companies to buy, regardless of style, size, or location? Once you have identified which of these companies have the greatest growth...
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Peter Lynch is the GOAT
To hear an audio spoken word version of this post, click here. Who is the GOAT? What investor is your pick for the “greatest of all time”? Many people will say Warren Buffett, whose annual...
View ArticleWhy Peter Lynch Was Unique
After my interview with Peter Lynch last week, I jotted down some of my favorite highlights from our conversation. I argued that Fidelity Vice Chairman Peter Lynch has the greatest long-term track...
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Accessing Losses via Direct Indexing
To hear an audio spoken word version of this post, click here. In 2019, Ritholtz Wealth Management was one of five beta testers of O’Shaughnessy Asset Management new direct indexing...
View ArticleComparing Peter Lynch with the Beatles
Barry Ritholtz, Bloomberg Opinion Columnist and Ritholtz Wealth Management Chairman and CIO, weighs in on Former Fidelity Magellan fund manager Peter Lynch’s comments that all-in on passive investing...
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MiB: Jenny Johnson, Franklin Templeton CEO
This week, for our special 500th episode of Masters in Business, I speak with Jenny Johnson, president and chief executive officer of the Franklin Templeton. Johnson joined the firm in 1988 and...
View ArticleTranscript: Jenny Johnson, Franklin Templeton
The transcript from this week’s, MiB: Jenny Johnson, Franklin Templeton CEO, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify,...
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MiB: Joel Tillinghast, Fidelity’s Legendary Fund Manager
This week, we speak with investing legend Joel Tillinghast. He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. Tillinghast launched Fidelity’s...
View ArticleAt the Money: Mutual Funds vs. ETFs
At the Money: Mutual Funds vs. ETFs with Dave Nadig, Financial Futurist for Vetta Fi (December 13, 2023) What’s the best instrument for your investments? Mutual funds or ETFs? On today’s edition...
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