Dec 5, 2024
Today’s guest is Rob Arnott, Founder and Chairman of Research
Affiliates, where he actively contributes to research, portfolio
management, product innovation, business strategy, and client
relations. He co-manages several funds, including the PIMCO All
Asset and RAE™ funds. Throughout his career, Rob has challenged
conventional financial wisdom and pioneered strategies such as
tactical asset allocation, global tactical asset allocation,
tax-advantaged equity management, and the Fundamental Index™
approach.
Before founding Research Affiliates in 2002, Rob was chair of First
Quadrant, LP, global equity strategist at Salomon Brothers, and CEO
of TSA Capital Management. He has published over 150 articles and
won numerous awards, including eight Graham and Dodd Scrolls
awarded annually by the CFA Institute. Rob also received the 2013
William F. Sharpe Indexing Lifetime Achievement Award. Rob holds a
summa cum laude BS in economics, applied mathematics, and computer
science from UC Santa Barbara. (Note: bio condensed by
ChatGPT).
In this episode, Rob gets us current since he last visited us in
Orlando last February, with everything from market returns to the
returns impact pre and post-election. We officially welcome Rob as
a Florida resident, we discuss the beginning of Research
Affiliates, along with indexes dumping stocks and the contrarian
launch of his new ETF, NIXT, expected returns, AI and its impact on
white-collar professionals, and more.
Today's hosts are Steve Curley,
CFA (Founder, 55
North Private Wealth) & co-host Javier Perez, CFA
(Director, BlackPoint Capital), both of us are Past Presidents of
CFA Orlando.
Please enjoy the episode. You can follow us on Twitter & LinkedIn or
at investorsfirstpodcast.com
Show Notes:
Link: Expected
Returns Interactive Tool
Research Affiliates: https://www.
NIXT ETF: https://nixtetf.com/etf/