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![BELEAGUERED OCH-ZIFF TURNS TO STEADY HAND FOR CEO TO CALM WATERS]()
30 Jan, 2018BELEAGUERED OCH-ZIFF TURNS TO STEADY HAND FOR CEO TO CALM WATERS
CEO's don't matter that much. It's more about the culture they engender and the stability of the investment team," said Rosen, who's invested with Och-Ziff's credit-opportunities fund. "We have money that Jimmy oversees, and that's what matters"
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![CLASH BETWEEN FOUNDER AND PROTÃGÃ PLUNGES OCH-ZIFF INTO CRISIS]()
23 Jan, 2018CLASH BETWEEN FOUNDER AND PROTÃGÃ PLUNGES OCH-ZIFF INTO CRISIS
"This was not well communicated or handled," says Michael Rosen, chief investment officer at Angeles Investment Advisors LLC.
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![Angeles Investment Advisors Hires Senior Investment Team; Opens New Office]()
22 Jan, 2018Angeles Investment Advisors Hires Senior Investment Team; Opens New Office
Angeles Investment Advisors announced today the hiring of David Brief, CFA and Brandon Pevnick, CFA, formerly of the investment office of the Jewish Federation of Metropolitan Chicago.
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![ANGELES INVESTMENT ADVISORS RECRUITS 2 TO OPEN CHICAGO OFFICE]()
22 Jan, 2018ANGELES INVESTMENT ADVISORS RECRUITS 2 TO OPEN CHICAGO OFFICE
David Brief was named senior managing director and head of the Angeles Investment Advisors' new Chicago office, said Michael Rosen, co-founding principal and chief investment officer of the investment consultant.
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![TECH GIANTS COULD EASILY BE NEXT MONEY MANAGERS]()
22 Jan, 2018TECH GIANTS COULD EASILY BE NEXT MONEY MANAGERS
"The tech giants control such an enormous part of our lives online, financial services could be one of those things that could make sense for them to offer," said Michael A. Rosen.
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![EMERGING MARKETS GURU MARK MOBIUS TO RETIRE]()
8 Jan, 2018EMERGING MARKETS GURU MARK MOBIUS TO RETIRE
"When he started, there was no Internet and you could barely make a phone call," said Mr Michael Rosen, CIO at Angeles Investment Advisors in Santa Monica, California. "People on the ground had a distinctive advantage."
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![Updating the Triangle]()
3 Jan, 2018Updating the Triangle
Last year, I introduced my big picture framework of assessing the relative attractiveness of markets Inside the Triangle through the lenses of valuation, momentum and sentiment. To recap, the ideal ...
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![(Not) Recommended Reading]()
20 Dec, 2017(Not) Recommended Reading
I dont like recommended lists. They turn experiences into a contest (and the winner is), and one reviewers preferences may have little to do with mine.That said, since my writing covers a very wide ...
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![Hot As Hell]()
16 Nov, 2017Hot As Hell
Hell is hot, as everyone knows. Everyone knows this, but there really is no conclusive evidence: no eyewitness reports, no scientific instruments to measure the temperature in Hell. So, how do we know ...
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![SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE]()
7 Nov, 2017SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE
Michael Rosen, Angeles Advisors CIO, says most investors prefer to make their own asset allocation choices "deciding for themselves whether stocks are worth the risk" and don't want to pay equity-fund-level management fees on idle money.
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![3RD QUARTER 2017 - GHOST MOVES]()
31 Oct, 20173RD QUARTER 2017 - GHOST MOVES
Wei Qi translates as "surrounding game". It is the oldest board game in continuous play in its original form, some 3,000-4,000 years old. Confucius wrote of the many benefits in developing the mind and spirit for those who study the game..
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![Bond Managers Who Can Go Anywhere May End Up in the Wrong Place]()
26 Oct, 2017Bond Managers Who Can Go Anywhere May End Up in the Wrong Place
Michael Rosen remains skeptical. As a group, he says, unconstrained bond funds have yet to prove they can add value for investors. "They asked for fewer constraints so they could make bets and show how smart they are".
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![It's About Time]()
22 Sep, 2017It's About Time
Lost Time is never found again, advised Benjamin Franklin in Poor Richards Almanack. And Dante Alighieri observed, The wisest are the most annoyed at the loss of time.I have been thinking about ...
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![ANGELES INVESTMENT ADVISORS APPOINTS DIRECTOR OF PRIVATE MARKETS]()
11 Sep, 2017ANGELES INVESTMENT ADVISORS APPOINTS DIRECTOR OF PRIVATE MARKETS
Derrick Cruz was named director of private markets at Angeles Investment Advisors, said Michael A. Rosen, principal and chief investment officer.
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![For What It's Worth]()
21 Aug, 2017For What It's Worth
In the summer of 1966, throngs of young people crowded the Sunset Strip in Los Angeles to hear their favorite bands. Over at the Sunset Tower, Jim Morrison and the Doors were the house band, finishing ...
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![2ND QUARTER 2017 - CINCINNATUS]()
27 Jul, 20172ND QUARTER 2017 - CINCINNATUS
Henry Knox was the proprietor of a popular Boston book store, which afforded him time to read up on his favorite topic: military tactics and strategy. When the British occupied Boston in 1775, Knox, with no military experience...
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![Toes in the Sand]()
20 Jul, 2017Toes in the Sand
For me, and I think I speak for everyone on the planet, the feeling of warm sand between the toes is one of lifes great pleasures. And for virtually everyone on the planet, including those of us who ...
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![Not Dead Yet]()
13 Jul, 2017Not Dead Yet
According to the National Bureau of Economic Research (NBER), the self-acclaimed arbiter of economic debate in this country, the current economic expansion began in June 2009, meaning we just passed ...
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![Humans! What Are They Good For?]()
29 Jun, 2017Humans! What Are They Good For?
It looks like the world is turning against humans. Ive talked before about the rise of robots in manufacturing (2016 Angeles Independent School Endowment Symposiumsee graph below). But robots are ...
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![Beware Parabolas and Populists]()
13 Jun, 2017Beware Parabolas and Populists
In scouring the world for investment opportunities, the chart above caught my attention. It shows the year-to-date performance of the Caracas stock exchange, more than tripling from around 30,000 to ...
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![Economics in Action]()
12 Jun, 2017Economics in Action
The intersection of supply and demand determines price and quantity: there is no more fundamental principle of economics (see graph below). We rarely see this principle in action because prices for ...
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![Job Growth is Falling. The Sky is Not.]()
2 Jun, 2017Job Growth is Falling. The Sky is Not.
Today's jobs report was disappointing: only 138,000 net new jobs created in May (the consensus had it pegged at 182,000), another 66,000 lost in revisions to the prior two months, the three-month ...
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![1ST QUARTER 2017 - THE LAST SHOGUN]()
8 May, 20171ST QUARTER 2017 - THE LAST SHOGUN
Japan has been ruled by the Yamato dynasty for nearly 2,700 years, the longest continuous monarchy in the world. From Jimmu to kihito, 125 emperors have held the Chrysanthemum Throne.
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![Hope and Reality]()
6 Apr, 2017Hope and Reality
Why is everyone so happy? Well, maybe not everyone, but a lot of people are as optimistic as theyve been in a long while. Start by looking at consumer confidence, as collated by the Conference Board ...
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