1 hr 2 min

Rob Arnott - Contrarian Investing, 'Nowcasting' & the Strategies Behind $145bn in Assets Opto Sessions – Invest in the Next Big Idea

    • Investing

Rob Arnott is the founder and chairman of Research Affiliates. As of September 2020, $145 billion in assets were managed worldwide using investment strategies developed by Arnott’s firm.

Having pioneered several unconventional portfolio strategies that are now widely applied, including the Fundamental Index™ investment approach, Rob has earned a reputation as one of the word’s most provocative practitioners, challenging conventional wisdom at every turn.

Prior to founding Research Affiliates, Rob managed two asset management firms. As chairman of First Quadrant, LP, he built the company into a highly regarded quantitative asset management firm. Arnott has also taken in spells as global equity strategist at Salomon Brothers (now part of Citigroup), as the founding president and CEO of TSA Capital Management (now part of Analytic Investors, LLC), and as vice president at The Boston Company.

We discuss Rob’s prolific research, his insatiable appetite for new ideas, and how to apply his theories to 2021’s global stock markets. For more of Rob's groundbreaking research, visit the site:

https://www.researchaffiliates.com/en_us/insights/publications.html#!/?f=%5B%5D&gq=%5B%5D&s=date
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

Rob Arnott is the founder and chairman of Research Affiliates. As of September 2020, $145 billion in assets were managed worldwide using investment strategies developed by Arnott’s firm.

Having pioneered several unconventional portfolio strategies that are now widely applied, including the Fundamental Index™ investment approach, Rob has earned a reputation as one of the word’s most provocative practitioners, challenging conventional wisdom at every turn.

Prior to founding Research Affiliates, Rob managed two asset management firms. As chairman of First Quadrant, LP, he built the company into a highly regarded quantitative asset management firm. Arnott has also taken in spells as global equity strategist at Salomon Brothers (now part of Citigroup), as the founding president and CEO of TSA Capital Management (now part of Analytic Investors, LLC), and as vice president at The Boston Company.

We discuss Rob’s prolific research, his insatiable appetite for new ideas, and how to apply his theories to 2021’s global stock markets. For more of Rob's groundbreaking research, visit the site:

https://www.researchaffiliates.com/en_us/insights/publications.html#!/?f=%5B%5D&gq=%5B%5D&s=date
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

1 hr 2 min