FOUNDER, CHAIRMAN, RESEARCH AFFILIATES
WHY: Creator, popular investment style “Smart Beta.” $142B AUM, including under license or as sub-adviser, up from $17B 2006. Combines investment reality with academic rigor; has published 130+ academic articles e.g. Portfolio Management. University of California-Santa Barbara B.S. in econ, applied math, computer science.
RECENT: Helps Pimco run $30B in 15 funds, various strategies.
NOTABLE: Famous value investor who noted sector has underperformed growth for almost 14 years; hence felt need to co-author August article entitled “Reports of Value’s Death May be Greatly Exaggerated.”
