Intro

This chapter explores the financial landscape of early 2023 through discussions with boutique money managers, highlighting the traits of exceptional investors and the rise of active ETFs. The narrative is enriched with personal anecdotes and life lessons drawn from a notable interaction with a legendary investor.

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Episode notes

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.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Harbor Capital Website.
Harbor Capital Linkedin.
Trey Lockerbie's Twitter.
Kristof Gleich's Twitter.

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