Inside Active By Bloomberg Intelligence podcast

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The Final Flight of Captain Forrester

1
The Final Flight of Captain Forrester | 1. The Mystery of Tiny 05 38:05

منذ 16 يومًا38:05

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38:05

In late 1972, U.S. Marine Captain Ron Forrester disappeared on a bombing run into North Vietnam. Back home in Texas, his family could only wait and hope. Audio subscribers to Texas Monthly can get early access to episodes of the series, plus exclusive interviews and audio. Visit texasmonthly.com/audio to join. Go to HelloFresh.com/FLIGHT10FM to get 10 Free Meals with a Free Item For Life.…

Inside Active by Bloomberg Intelligence

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Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

32 حلقات

#Trading #Business #iHeartPodcasts

Inside Active by Bloomberg Intelligence

updated منذ 24 ساعة

منزل السلاسل•Feed

32 حلقات

#Trading #Business #iHeartPodcasts

كل الحلقات

Inside Active by Bloomberg Intelligence

1
Fidelity’s Chamovitz, Peck on Opportunistic Value 32:25

منذ 24 hours32:25

32:25

Lower revenue growth for small-cap companies appears to be in store due to tariff turmoil, based on Bloomberg Intelligence’s fair value model on the Russell 2000. In this episode of Inside Active, host David Cohne, mutual fund and active-management analyst with BI, along with co-host Michael Casper, BI’s US small cap and sector strategist, spoke with Sam Chamovitz and Morgen Peck, co-lead managers of the Fidelity Low-Priced Stock Fund (FLPSX) about their investment process, which focuses on the intersection of value and quality, and how co-management fosters mutual respect and trust in investment decisions. They also discussed why they target underappreciated businesses and how small caps can provide an attractive setup for active managers given the disparity in the quality of businesses. The podcast recorded on April 30. See omnystudio.com/listener for privacy information.…

Inside Active by Bloomberg Intelligence

1
Madison Funds’ Haruki Toyama on Moat Investing 32:20

منذ 16 يومًا32:20

32:20

Earnings expectations have shifted from the start of the year when analysts were forecasting 13% growth for large-cap stocks and are now predicting 9%. In this episode of Inside Active, host David Cohne, Bloomberg Intelligence mutual fund and active-management analyst, along with co-host Gina Martin Adams, BI’s chief equity strategist, spoke with Head of Mid-Cap & Large-Cap Equity at Madison Funds, Haruki Toyama, who’s also a portfolio manager for the firm’s Large Cap Fund (MNVAX) and Mid Cap Fund (MERAX). They discussed viewing investments as ownership stakes and why the quality of business and its moat are crucial for long-term investments. They also spoke about the critical role of management teams in driving company success and why market downturns can create opportunities for resilient companies. See omnystudio.com/listener for privacy information.…

Inside Active by Bloomberg Intelligence

1
Capital Group’s Buchbinder on the Capital System 21:29

منذ 29 يومًا21:29

21:29

In the financial sector, the six largest banks have been returning capital to shareholders in the form of larger buybacks over the past quarter and year, indicating confidence in the industry. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, US small-cap and sector strategist at Bloomberg Intelligence, spoke with Christopher Buchbinder, a portfolio manager at Capital Group, including the Capital Group Dividend Value ETF (CGDV), about the Capital system of multiple portfolio managers and how it provides a level of inherent diversification. They also discussed why companies must generate a yield that’s 30% above the S&P 500 to be considered for the fund, why intrinsic value is key in assessing potential investments and why he thinks the health-care sector is particularly interesting right now. The podcast was recorded on March 4. See omnystudio.com/listener for privacy information.…

Inside Active by Bloomberg Intelligence

1
Astoria’s Davi on Mitigating Concentration Risk 36:23

منذ 6 weeks36:23

36:23

Adding the profitability factor to the value factor can filter out value traps and help value stocks outperform the market, according to Bloomberg Intelligence. In this episode of the Inside Active podcast, host David Cohne, BI mutual fund and active management analyst, along with co-host Christopher Cain, BI’s US quantitative strategist, spoke with John Davi, founder, CEO and chief investment officer of Astoria Portfolio Advisors about the company’s systematically active ETFs, including the Astoria US Equal Weight Quality Kings ETF (ROE), and the long-term value of quality stocks. They also discussed why equally weighting stocks can mitigate concentration risk, combining multiple factors can improve risk-adjusted returns and why adjusting factor weights based on valuation is crucial. This podcast was recorded on Feb. 24. See omnystudio.com/listener for privacy information.…

Inside Active by Bloomberg Intelligence

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DFA’s Schneider on Systematic Flexible Investing 44:31

منذ 8 weeks44:31

44:31

The Bloomberg Intelligence small-cap BMVP multi-factor portfolio outperformed the Russell 2000 equal-weight index last year, with value, momentum, low volatility and profitability all working well in small caps. In this episode of Inside Active, host David Cohne, mutual-fund and active-management analyst with Bloomberg Intelligence, along with co-host Christopher Cain, BI’s US quantitative strategist, spoke with Joel Schneider, deputy head of portfolio management at Dimensional Fund Advisors about the firm's systematic, daily and flexible investment process. They also discussed the difference between passive and indexed investing, the hidden costs of indexing and why combining multiple factors can provide better risk control in portfolios. This podcast was recorded on Jan. 28. See omnystudio.com/listener for privacy information.…

Inside Active by Bloomberg Intelligence

1
Osterweis’ Wong on Forward-Looking Quality: Inside Active 30:02

منذ 10 weeks30:02

30:02

With the number of mergers and acquisitions being positively linked to small-cap performance, this year will be one to watch after a particularly weak 2024. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, US small cap and sector strategist at BI, spoke with Bryan Wong, vice president at Osterweis and a portfolio manager for the Osterweis Opportunity Fund (OSTGX), about innovation and growth driving full-cycle returns and why his team focuses on companies with 100% upside. They also discussed why evaluating innovation in small companies requires looking at forward quality metrics and long-term intrinsic value and earnings power. This episode was recorded on Jan. 21. See omnystudio.com/listener for privacy information.…

Inside Active by Bloomberg Intelligence

1
Polar Capital’s Nøddekær on Economic Value Added 47:17

منذ 12 weeks47:17

47:17

2025 will be a critical year for China, which needs to continue stimulating demand to stave off prolonged deflationary pressure. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Marvin Chen, senior Asia equity strategist for Bloomberg Intelligence, spoke with Jorry Nøddekær, lead portfolio manager for the Polar Capital Emerging Market Stars Fund (POLEX) about finding economic value added that is mispriced by the market. They also discussed why identifying growth opportunities requires understanding demand and supply imbalances, why currency risk is a significant factor in emerging market investments and why investors should be cautious about relying too heavily on China. See omnystudio.com/listener for privacy information.…

Inside Active by Bloomberg Intelligence

1
Needham Funds’ Barr on Hidden Quality Compounders 31:08

منذ 14 weeks31:08

31:08

The Russell 2000 ended the year on a sour note over unease about where interest rates could go. In this episode of Inside Active, host David Cohne, mutual fund and active-management analyst with Bloomberg Intelligence, along with co-host Michael Casper, US small-cap and sector strategist at BI, spoke with John Barr, managing director at Needham Funds and portfolio manager for the Needham Aggressive Growth Fund (NEAGX) about hidden quality compounders and why investing with a margin of safety is crucial for long-term success. They also discussed why owning established businesses helps with downside protection, why founders are a shortcut to finding great management and how meeting with private companies can help with long-term success. See omnystudio.com/listener for privacy information.…

Inside Active by Bloomberg Intelligence

1
T. Rowe Price’s McQueen on Free Cash Flow 40:09

منذ 16 weeks40:09

40:09

In the latter half of 2024, the healthcare sector underperformed the rest of the European market due to uncertainty related to potential policies of the new Trump administration and mixed news on pharmaceutical companies. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Laurent Douillet, senior equity strategist for Bloomberg Intelligence, spoke with Colin McQueen, vice president of T. Rowe Price Group and a portfolio manager of the International Value Equity Fund (TRIGX) about the significance of free cash flow generation. They also discussed the need to look at downside valuations and downside risk, why restructuring provides opportunities and why the headwinds facing value companies could be abating. See omnystudio.com/listener for privacy information.…

Inside Active by Bloomberg Intelligence

1
Morgan Stanley’s Slimmon on Factor Exposures 47:22

منذ 18 weeks47:22

47:22

The low volatility, momentum and quality factors are all up this year, with low volatility and momentum performing the best. In this episode of Inside Active, host David Cohne, Bloomberg Intelligence mutual fund and active management analyst, along with co-host and BI US quantitative strategist Christopher Cain, spoke with Andrew Slimmon, a managing director at Morgan Stanley Investment Management. They discussed factor exposures and why the investment process starts with a quantitative approach to determine what exposures each stock gives them. They also examined the importance of active share and tracking error, and why Slimmon is agnostic toward regional allocation and styles. He’s the lead senior portfolio manager on all long equity strategies for Applied Equity Advisors, including the Morgan Stanley Institutional Global Concentrated Portfolio (MLNIX). See omnystudio.com/listener for privacy information.…

Inside Active by Bloomberg Intelligence

1
Davis Funds’ Chris Davis on the Earnings Yield 49:38

منذ 21 weeks49:38

49:38

The Bloomberg Intelligence Fair Value Model is currently showing a 19.1x multiple on the S&P 500, which is lower than where we currently are, due to the Mag 7 driving a lot of the valuation premium in the index. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence and co-host Michael Casper, US small cap and sector strategist at BI, spoke with Christopher Davis, chairman and portfolio manager at Davis Advisors about the significance of the earnings yield and the selective nature of the Davis investment discipline. They also discuss why management culture is crucial for long-term success and why understanding management’s capital allocation decisions is vital. See omnystudio.com/listener for privacy information.…

Inside Active by Bloomberg Intelligence

1
Orbis’ Forster on Importance of Intrinsic Value 40:26

منذ 22 weeks40:26

40:26

Recent quarterly results from Japanese companies came out better than expected, with quarterly year-over-year growth of around 26%. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Laurent Douillet, senior equity strategist for Bloomberg Intelligence, spoke with Graeme Forster, an international equity strategy and global equity strategy portfolio manager at Orbis Investment Management, about the importance of intrinsic value and independent decision-making in stock evaluation. They also discuss how market inefficiencies can create significant investment opportunities, what industry he currently likes in Japan and the role of risk management in investment decisions. See omnystudio.com/listener for privacy information.…

Inside Active by Bloomberg Intelligence

1
Guinness’ Jonathan Waghorn on Sustainable Energy 36:27

منذ 23 weeks36:27

36:27

Themes ranging from decentralized energy to nuclear to solar have found fresh footing this year due to secular growth trends such as the acceleration of electrification needs. In this episode of Inside Active, host David Cohne, mutual fund and active-management analyst with Bloomberg Intelligence, along with co-host Breanne Dougherty, head of thematic strategy at Bloomberg Intelligence, spoke with Jonathan Waghorn, a portfolio manager on the Guinness Global Energy and Guinness Sustainable Energy strategies, about the energy transition. They looked at why fossil fuels will continue to play a role in the shift and how technology companies are focusing on renewable sources. They also discuss the firm’s top-down and bottom-up approaches, including its global energy model and quantitative screening criteria, as well as why the portfolio is equal-weighted. See omnystudio.com/listener for privacy information.…

Inside Active by Bloomberg Intelligence

1
Man Group’s Chu On Dispersion in Commodities 38:08

منذ 24 weeks38:08

38:08

Out of the 31 global stocks found in four or more BI themes, the ones exposed to physical environment issues have outperformed tech stocks dramatically so far this year. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Breanne Dougherty, head of thematic strategy at BI, spoke with Albert Chu, a portfolio manager with the Man Group and manager for the American Beacon GLG Natural Resources ETF (MGNR). They discussed dispersion in commodities and why falling interest rates have historically been positive for commodity prices. They also spoke about the likelihood of a global restocking cycle amid rate cuts and a stimulus environment in China, and which subsectors Chu is bullish on. See omnystudio.com/listener for privacy information.…

Inside Active by Bloomberg Intelligence

1
Hotchkis’ Green on High Quality at Low Valuations 32:36

منذ 25 weeks32:36

32:36

After the results of the US election were announced, the Russell 2000 index broke out of its 2024 range and approached all-time highs. On this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, BI’s sector and small-cap strategist, spoke with David Green, a principal of Hotchkis & Wiley and a portfolio manager on the Small Cap Value (HWSIX) and Value Opportunities (HWAIX) funds. They discussed the firm’s focus on high quality companies at low valuations and its fundamental risk-rating system. They also spoke on the challenges and opportunities for small caps and why mergers and acquisitions may increase under the new administration. See omnystudio.com/listener for privacy information.…

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