Daniel Morillo, co-founder and Head of Quantitative Strategies at Freestone, recently joined Joe Weisenthal and Tracy Alloway on Bloomberg's Odd Lots Podcast. This insightful episode dives deep into the multi-manager industry, exploring the mathematics behind these strategies and how related organizational design decisions impact outcomes. Listen to the episode here: https://lnkd.in/eBN-pq5y
Freestone Grove Partners
金融服务
San Francisco，CA 2,575 位关注者
We are an evolved investment system integrating fundamental insights and quantitative capabilities
关于我们
Freestone Grove is an investment firm pioneering an evolved approach that fully integrates fundamental insights and quantitative capabilities. Our mission is clear - we want to be the best fundamental investment team in the world. We are obsessively focused on operating at the forefront of the industry by capturing idiosyncratic investment ideas, improving our team and integrating advanced analytics into our process. A PIONEERING APPROACH As a lean team in a clean sheet build environment, we are taking on complex challenges and seeking new approaches to strengthen our investment system. Investing durability requires constant evolution – we are curious, adaptive and lifelong learners who crave data-driven insights. AN ENVIRONMENT BUILT FOR TOP TALENT To achieve something special in a fiercely competitive industry, an alternative approach to organizational design is critical. We operate as one team – a combination of fundamental and quantitative experts – allowing us to accomplish more together. Our model is centered on robust mentorship and individual enhancement through data and tools – we seek to help each team member get better, faster. WE’RE LOOKING FOR INCISIVE THINKERS Get in touch: [email protected]
- 网站
-
https://www.fgrovep.com/
Freestone Grove Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- San Francisco，CA
- 类型
- 私人持股
- 创立
- 2023
地点
Freestone Grove Partners员工
动态
-
This year, we welcomed an incredible group of interns to Freestone Grove. They integrated into our culture and took on meaningful projects. They developed comprehensive stock pitches and showcased their insights in final presentations. ?Each had the opportunity to engage with senior leaders across the firm, deepening their understanding of fundamental investing and the core components of an integrated investment system. We truly enjoyed having you on board and are excited to see where your careers take you next. Here’s to your future success!
-
-
Daniel Morillo, Freestone’s Co-Founder and Head of Quantitative Strategies, addressed some of the important misconceptions when it comes to AI and investing at the recent Bloomberg Invest conference. Watch the discussion here: https://lnkd.in/gXDdmbSc
-
-
We are thrilled to welcome Ravi Paidipaty, Deputy Chief Investment Officer for Freestone Grove Partners, to the 2024 SohnSF Investment Conference. With over 15 years of experience in the long/short equity industry, Paidipaty has held senior roles at some of the most prestigious firms, including Surveyor Capital and Farallon Capital Management, where he was a Partner and investment committee member. Paidipaty’s impressive journey also includes being a founding partner of XN, a hybrid public/private hedge fund. His career is marked by his dedication to building high-performance investment teams and refining rigorous, repeatable investment processes. He holds a BA in Ethics, Politics & Economics from Yale University and an MBA from Harvard Business School. Register here: https://lnkd.in/ghbcbZ6 #SohnSF #SohnSF24 #bestideas #SohnConferenceFoundation
-
-
Freestone Grove Partners Deputy CIO Ravi Paidipaty joined Edward Young and Lindsey Reardon on stage at the NIRI 2024 Annual Conference for a conversation moderated by Mark Pellegrino. The group had an insightful discussion centered on the critical importance of building long-term relationships between investors and corporate management, including the most effective ways to ensure high-quality engagement.
-
-
Freestone Grove Partners Co-Founder and Head of Quantitative Strategies Daniel Morillo joined Claudia Perlich on stage at the Bloomberg Invest conference for an interesting conversation moderated by Katie Greifeld. Daniel tackled important topics, including how we balance human and machine capabilities within our investment process and where we see the largest potential impact of AI. Watch the discussion here: https://lnkd.in/gXDdmbSc
-
-
Freestone’s model fully integrates fundamental insights and quantitative capabilities. Todd K. Barker our CEO & CIO discussed the importance of this at the Milken Institute Global Conference Watch the discussion here: https://lnkd.in/e3TNbFfN
-
-
Freestone’s CEO and CIO Todd K. Barker took the stage alongside James Chen, Andrew Fishman, Bernie Ahkong and Gregory Bond for a discussion led by Edward Bury on the role of multi-managers in today’s environment. Todd discussed the investment opportunities that today’s higher rate environment provides, the advantages of constructing a durable multi-manager platform and the importance of developing the next generation of portfolio managers.
-
-
At the Milken Institute Global Conference, our CEO and CIO Todd K. Barker shared the importance of talent development at Freestone, where we strive for unique idea identification, improved processes and, ultimately, personal and organizational durability.
-
-
Freestone’s CEO and CIO, Todd K. Barker, joined Kelly Granat, George Maris and Pedro Furtado Reis on stage at the Milken Global Conference. Bloomberg’s Romaine Bostick, CFA led the group in a lively discussion across a wide range of topics including the importance of active investing in today’s public markets, benefits of incorporating quantitative capabilities into investment processes, misnomers about crowding and the nuances of the multi-manager landscape. Watch the replay if you missed it! https://lnkd.in/e3TNbFfN
-