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Behavioral Decision Analytics
We've partnered with a FinTech firm called Asensia Analytics run by Claire Fin-Levy. She's a former portfolio manager herself. And if you think about some of the things that I've said about focusing on managers that have an edge, other traits that we look for above all else as continuous improvement. Wellesley Cawthly: Managers need to continue to invest in themselves and improve or at least seek to improve year after year after year.
Trey invites Kristof Gleich, together they discuss a wide range of topics, including factor frameworks, advancements in behavior analytics, the qualities that set exceptional money managers apart, and more!
Kristof is the President and CIO of Harbor Capital and is responsible for Harbor’s $40B of AUM invested in boutique managers from across the World. Prior to Harbor, Kristof worked at Goldman Sachs and JP Morgan.
IN THIS EPISODE, YOU'LL LEARN:
0:00 - Intro
01:53 - How Kristof would summarize Q1 of 2023.
14:48 - How working with a wide array of managers helps inform his worldview.
26:52 - What makes a great money manager.
39:13 - Factor frameworks and innovation around behavior analytics.
63:34 - Why Active ETFs are having a huge surge in popularity, after years of indices ruling the investing world.
65:46 - The life lessons Kristof learned from spending over 2 hours with Bill Gross (aka the Bond King) just a short time after his infamous exit at PIMCO.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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