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Το περιεχόμενο παρέχεται από το Orion Portfolio Solutions. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Orion Portfolio Solutions ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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Brian Storey and Andrew Goins of Brinker Capital - Managing Risk and The Art and Science of Portfolio Management

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Manage episode 415396915 series 1424494
Το περιεχόμενο παρέχεται από το Orion Portfolio Solutions. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Orion Portfolio Solutions ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

Today Rusty & Robyn are joined by Brian Storey and Andrew Goins of Brinker Capital, Deputy Chief Investment Officer and Senior Portfolio Manager at Brinker Capital respectively.

Key Takeaways

  • [03:47] - Andrew’s and Brian’s professional backgrounds and what they do in their current positions.
  • [09:05] - Who have provided some of their key philosophical insights over the years and how have those influences impacted their style of investing?
  • [12:10] - What is the elevator pitch for what the Destination Strategies at Brinker Capital are and what they are trying to accomplish?
  • [12:55] - How do the above strategies differ from other multi-asset strategies that are available?
  • [17:04] - How do they hone the art of Portfolio Management and how do Brian and Andrew interface in their day to day?
  • [21:17] - Learn a bit more about the due diligence process for Brinker’s Destination strategies.
  • [25:25] - When searching for managers, what are some of the key attributes they look for and, on the flip side, what are some reasons why they might terminate a manager?
  • [27:47] - What is some of the risk management research that goes into their Destinations portfolio?
  • [32:11] - What market environments might these strategies perform best in and vice versa?
  • [37:49] - What are each of their favorite investment ideas currently?

Quotes

[16:03] - “[Brinker’s] use of…diversifying asset classes or strategies [sets us apart]...As we look at some of our peers…they tend to be much more traditional asset classes, more focused on equities and Fixed Income…That’s been a hallmark of Destinations at Brinker Capital for many many years and we do think that is both an area where we add a lot of value but [is also] just a differentiator from our peers.” ~ Andrew Goins

[27:01] - “[When selecting an asset manager] you…want to see, you know, curiosity, creativity [and] the ability to adapt the process to potentially changing market conditions or different environments…being able to be flexible in their approach [is so important]...and can benefit the portfolio performance going forward” ~ Brian Storey

Links

Connect with Us

Disclosure(s) - Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”)

The Destinations Funds are distributed by Foreside Fund Services, LLC.

Compliance Code: 0969-OPS-4/22/2024

  continue reading

243 επεισόδια

Artwork
iconΜοίρασέ το
 
Manage episode 415396915 series 1424494
Το περιεχόμενο παρέχεται από το Orion Portfolio Solutions. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Orion Portfolio Solutions ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

Today Rusty & Robyn are joined by Brian Storey and Andrew Goins of Brinker Capital, Deputy Chief Investment Officer and Senior Portfolio Manager at Brinker Capital respectively.

Key Takeaways

  • [03:47] - Andrew’s and Brian’s professional backgrounds and what they do in their current positions.
  • [09:05] - Who have provided some of their key philosophical insights over the years and how have those influences impacted their style of investing?
  • [12:10] - What is the elevator pitch for what the Destination Strategies at Brinker Capital are and what they are trying to accomplish?
  • [12:55] - How do the above strategies differ from other multi-asset strategies that are available?
  • [17:04] - How do they hone the art of Portfolio Management and how do Brian and Andrew interface in their day to day?
  • [21:17] - Learn a bit more about the due diligence process for Brinker’s Destination strategies.
  • [25:25] - When searching for managers, what are some of the key attributes they look for and, on the flip side, what are some reasons why they might terminate a manager?
  • [27:47] - What is some of the risk management research that goes into their Destinations portfolio?
  • [32:11] - What market environments might these strategies perform best in and vice versa?
  • [37:49] - What are each of their favorite investment ideas currently?

Quotes

[16:03] - “[Brinker’s] use of…diversifying asset classes or strategies [sets us apart]...As we look at some of our peers…they tend to be much more traditional asset classes, more focused on equities and Fixed Income…That’s been a hallmark of Destinations at Brinker Capital for many many years and we do think that is both an area where we add a lot of value but [is also] just a differentiator from our peers.” ~ Andrew Goins

[27:01] - “[When selecting an asset manager] you…want to see, you know, curiosity, creativity [and] the ability to adapt the process to potentially changing market conditions or different environments…being able to be flexible in their approach [is so important]...and can benefit the portfolio performance going forward” ~ Brian Storey

Links

Connect with Us

Disclosure(s) - Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”)

The Destinations Funds are distributed by Foreside Fund Services, LLC.

Compliance Code: 0969-OPS-4/22/2024

  continue reading

243 επεισόδια

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