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Ep. 15 The Art & Science of Picking Portfolio Managers - David Marra [Founder & Head of Research]
Manage episode 427240877 series 3584470
Nội dung được cung cấp bởi Financial Planning Association National Capital Area Chapter. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Financial Planning Association National Capital Area Chapter hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
In this episode host Belle Osvath, CFP® talks to David Marra, the co-founder of Markin Asset management, about the process of picking a portfolio manager. David provides some interesting insight on what to look for when evaluating mutual funds and details the three-step process he uses to identify skilled portfolio managers. They also discuss his belief that high-quality managers can be recognized by their transparency and willingness to disclose certain aspects of their operation.
If your firm uses mutual funds or if you are curious about the value-add a portfolio manager provides, this is the show for you.
LinkedIn linkedin.com/in/david-marra-8693b44/
Website: markinfunds.com
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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.
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