13th July 2024

This week, we communicate with Andrew Slimmon, managing director at Morgan Stanley Funding Administration, the place he leads the Utilized Fairness Advisors workforce. He’s additionally the lead senior portfolio supervisor on all lengthy fairness methods for the utilized fairness advisors workforce, in addition to a member of the Morgan Stanley Wealth Administration World Funding Committee. He started his profession at Morgan Stanley in 1991 as an adviser in non-public wealth administration, and later served as chief funding officer of the Morgan Stanley Belief Co.

Slimmon describes his concentrated portfolios — both 30 US shares or 20 world shares — as a option to keep away from closet indexing. Proudly owning 150-200 names invariably creates a portfolio with a low lively share — that means it’s an costly index-like product.

His method combines quantitative technique with behavioral economics.  He explains how his widespread Slimmon’s TAKE is a option to keep in contact together with his traders.

An inventory of his favourite books is right here; A transcript of our dialog is out there right here Tuesday.

You’ll be able to stream and obtain our full dialog, together with any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts in your favourite pod hosts might be discovered right here.

Make sure you try our Masters in Enterprise subsequent week with David Snyderman, World Head of Various Credit score + Mounted Earnings for Magnetar Capital. The agency is a multi-strategy and multi-product various funding administration agency, managing $14.9 billion in shopper property, and has created over $11 billion of internet P&L throughout all methods since its 2005 inception.

Andrew Slimmon’s Favourite Books

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