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    • ANGELES INVESTMENT ADVISORS ANNOUNCES INTERNAL PROMOTIONS

      ANGELES INVESTMENT ADVISORS ANNOUNCES INTERNAL PROMOTIONS 04-01-2019

      Angeles Investment Advisors, LLC announced today the internal promotions of three investmentprofessionals. ...

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    • DILIGENCE THIS: MANAGERS FACE HARD QUESTIONS AFTER SHAKY '18

      DILIGENCE THIS: MANAGERS FACE HARD QUESTIONS AFTER SHAKY '18 01-16-2019

      The question now for funds that were down is understanding how much of performance was tied to market-related reasons and what was self-inflicted by ...

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    • ANGELES INVESTMENT ADVISORS ANNOUNCES ORGANIZATIONAL CHANGES

      ANGELES INVESTMENT ADVISORS ANNOUNCES ORGANIZATIONAL CHANGES 01-03-2019

      Angeles Investment Advisors announced today internal promotions and a new hiring. Derrick Cruz and William Yung have been admitted as new owners of ...

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    • OCH-ZIFF FIGHTS BACK WITH SWEEPING STRATEGIC CHANGES

      OCH-ZIFF FIGHTS BACK WITH SWEEPING STRATEGIC CHANGES 12-12-2018

      Och-Ziff kept investors in the loop as it rolled out the changes, says Michael Rosen, principal and CIO at Angeles Investment Advisors, a consultant ...

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    • CURRENT PERCEPTION OF INDUSTRY BIG PART OF CONSOLIDATION TREND

      CURRENT PERCEPTION OF INDUSTRY BIG PART OF CONSOLIDATION TREND 11-23-2018

      The increased consolidation among traditional non-discretionary investment consultants is the result of the industry being commoditized, said Michael ...

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    • SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE

      SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE 11-02-2018

      On this week's edition of Bloomberg Finance, John Tucker & Katia Porzecanski discuss the October equity selloff with Michael Rosen of Angeles ...

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    • FIDELITY BETS ON ZERO-FEE INDEX FUNDS

      FIDELITY BETS ON ZERO-FEE INDEX FUNDS 08-09-2018

      If the no-fee funds bring more customers into the store, "they can sell them other products and services," says Michael Rosen. "This isn't altruism, ...

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    • WILL OWNING THE CAROLINA PANTHERS DISTRACT DAVID TEPPER?

      WILL OWNING THE CAROLINA PANTHERS DISTRACT DAVID TEPPER? 06-09-2018

      "If I were invested in a manager who bought a team, it would make me question my investment thesis," said Michael Rosen, chief investment officer of ...

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    • ANGELES INVESTMENT ADVISORS RECEIVES GREENWICH QUALITY LEADER AWARD

      ANGELES INVESTMENT ADVISORS RECEIVES GREENWICH QUALITY LEADER AWARD 05-02-2018

      Angeles Investment Advisors is pleased to announce that it was named a 2017 Greenwich Quality Leader in Overall U.S. Investment Consulting among ...

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    • GUNS-DIVESTING ACTIVIST CALLS STRATEGY A FAILURE

      GUNS-DIVESTING ACTIVIST CALLS STRATEGY A FAILURE 03-18-2018

      "If you sell your shares, you are giving up any modicum of influence you may have,"" said Michael Rosen, CIO of Santa Monica, California-based Angeles ...

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    • OCH-ZIFF TAPS OUTSIDER AS CEO, REPLACING FOUNDER

      OCH-ZIFF TAPS OUTSIDER AS CEO, REPLACING FOUNDER 01-30-2018

      To some this suggested Levin would stay for now, which reassured some investors. "I have no plans to make sudden moves at this point," said Michael ...

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    • BELEAGUERED OCH-ZIFF TURNS TO STEADY HAND FOR CEO TO CALM WATERS

      BELEAGUERED OCH-ZIFF TURNS TO STEADY HAND FOR CEO TO CALM WATERS 01-30-2018

      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 ...

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    • CLASH BETWEEN FOUNDER AND PROTÃGÃ PLUNGES OCH-ZIFF INTO CRISIS

      CLASH BETWEEN FOUNDER AND PROTÃGÃ PLUNGES OCH-ZIFF INTO CRISIS 01-23-2018

      "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

      ANGELES INVESTMENT ADVISORS HIRES SENIOR INVESTMENT TEAM; OPENS NEW OFFICE 01-22-2018

      Angeles Investment Advisors announced today the hiring of David Brief, CFA and Brandon Pevnick, CFA, formerly of the investment office of the Jewish ...

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    • ANGELES INVESTMENT ADVISORS RECRUITS 2 TO OPEN CHICAGO OFFICE

      ANGELES INVESTMENT ADVISORS RECRUITS 2 TO OPEN CHICAGO OFFICE 01-22-2018

      David Brief was named senior managing director and head of the Angeles Investment Advisors' new Chicago office, said Michael Rosen, co-founding ...

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    • TECH GIANTS COULD EASILY BE NEXT MONEY MANAGERS

      TECH GIANTS COULD EASILY BE NEXT MONEY MANAGERS 01-22-2018

      "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 ...

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    • EMERGING MARKETS GURU MARK MOBIUS TO RETIRE

      EMERGING MARKETS GURU MARK MOBIUS TO RETIRE 01-08-2018

      "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 ...

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    • SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE

      SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE 11-07-2017

      Michael Rosen, Angeles Advisors CIO, says most investors prefer to make their own asset allocation choices"deciding for themselves whether stocks ...

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    • BOND MANAGERS WHO CAN GO ANYWHERE MAY END UP IN THE WRONG PLACE

      BOND MANAGERS WHO CAN GO ANYWHERE MAY END UP IN THE WRONG PLACE 10-26-2017

      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 ...

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    • ANGELES INVESTMENT ADVISORS APPOINTS DIRECTOR OF PRIVATE MARKETS

      ANGELES INVESTMENT ADVISORS APPOINTS DIRECTOR OF PRIVATE MARKETS 09-11-2017

      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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    • HOW VANGUARD GAINS FROM FIRM THAT FIRED FOUNDER JACK BOGLE

      HOW VANGUARD GAINS FROM FIRM THAT FIRED FOUNDER JACK BOGLE 03-17-2016

      Many managers spend their entire careers at Wellington, said Michael Rosen, CIO at Angeles Investment Advisors in Los Angeles, where he helps oversee ...

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    • BRIDGEWATER'S DALIO CALLS REPORT ABOUT FEUD WITH JENSEN OVERBLOWN

      BRIDGEWATER'S DALIO CALLS REPORT ABOUT FEUD WITH JENSEN OVERBLOWN 02-05-2016

      "Bridgewater has a unique culture, and one of the most successful long-term track records in the history of investing. I suspect those two ...

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    • ANGELES INVESTMENT ADVISORS ADMITS NEW MEMBER

      ANGELES INVESTMENT ADVISORS ADMITS NEW MEMBER 01-27-2016

      Angeles Investment Advisors announced today that Aaron Azelton, Gina Cadei and Susan Yun Lee have been admitted as new members of the company. Angeles ...

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    • BAIRD REAPING BIG GAINS FROM FALLOUT AT PIMCO

      BAIRD REAPING BIG GAINS FROM FALLOUT AT PIMCO 01-11-2016

      Mr. Rosen said the Baird approach had produced strong investment results, despite avoiding macro bets. "Using a baseball term, do you swing for the ...

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