Factor-based Investing with John Montgomery

Factor-based Investing with John Montgomery

Barry speaks with John Montgomery, President, CEO, Founder and Portfolio Manager of Bridgeway Capital Management. His responsibilities include the firm’s strategic direction, investment management and risk oversight, portfolio management, and mentoring. John holds a Bachelor of Science in Engineering, a BA in Philosophy from Swarthmore College, and graduate degrees from MIT and Harvard Business School. Later, as a student at Harvard, he investigated methods to apply modeling to portfolio management and began applying these methods to his own investments in 1985. John left the transportation industry in 1991 to perform full-time research on his investment models prior to launching Bridgeway in 1993.

See omnystudio.com/listener for privacy information.

Avsnitt(765)

BONUS: Muddy Waters Capital Founder Carson Block

BONUS: Muddy Waters Capital Founder Carson Block

In this special episode of Masters in Business: Carson Block, famed short seller and Founder/CEO of Muddy Waters Capital, speaks with Barry live from Future Proof Citywide Miami. See omnystudio.com/l...

1 Apr 29min

Maximizing Luck: Masters in Business with Judd Kessler

Maximizing Luck: Masters in Business with Judd Kessler

Barry speaks with Judd Kessler, author of Lucky by Design: The Hidden Economics You Need to Get More of What You Want, and a professor at The Wharton School of the University of Pennsylvania. They dis...

28 Mars 1h 14min

At The Money: Investing in Freedom

At The Money: Investing in Freedom

The freest countries generate the best returns for investors. That is the thesis underlying the Freedom 100 EM Index ETF, and its proven itself over the past 1, 3, and 5 years. Perth Toll is the found...

25 Mars 15min

Conviction Investing: Masters in Business with Bill Miller IV

Conviction Investing: Masters in Business with Bill Miller IV

Barry speaks with Bill Miller IV, Chief Investment Officer and the Portfolio Manager for the Miller Value Fund about his start in investing. They discuss the rise of bitcoin, and how it may mirror tec...

20 Mars 58min

At The Money: Divorce Planning for the Ultra Wealthy

At The Money: Divorce Planning for the Ultra Wealthy

Divorce is difficult under the best of circumstances, but when the uber wealthy split up, the complexities and potential missteps are even greater. And it’s not just because there are a few extra zero...

18 Mars 18min

Risk and Reward with Marek Capital Co-Founder Matt Cherwin

Risk and Reward with Marek Capital Co-Founder Matt Cherwin

Barry speaks with Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital, an alternative asset management firm launched in 2024. He is responsible for the firm’s investment strategy, p...

13 Mars 59min

At The Money: Finding Alpha via Unique ETF Strategies

At The Money: Finding Alpha via Unique ETF Strategies

If you want market performance (beta), you buy broad index funds. But what if you want to use a portion of your portfolio to try to beat the market (alpha)? One option is to pursue alpha via quantitat...

11 Mars 20min

Franklin Templeton's Ed Perks on Fixed Income Investing

Franklin Templeton's Ed Perks on Fixed Income Investing

Barry speaks with Ed Perks, president of Franklin Advisers, Inc. and chief investment officer of Franklin Income Investors. They discuss income based investment compared to equities, and overall portf...

6 Mars 1h 1min

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