We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Factor-based Investing with John Montgomery

Factor-based Investing with John Montgomery

2025/5/15
logo of podcast Masters in Business

Masters in Business
AI Deep Dive AI Chapters Transcript
People
J
John Montgomery
Topics
John Montgomery: 我最初的职业规划是城市发展和交通运输，这两个行业都是服务行业，以人为本，我喜欢这种人与分析相结合的工作。我在麻省理工学院的学位和项目管理工作为我提供了统计学方面的知识。我去商学院是为了通过学习投资课程来弥补放弃工作带来的机会成本，并非完全是深思熟虑后的决定。我在哈佛商学院的顿悟主要来自于行为金融学方面的洞见。在我个人投资的六年里，我的投资回报率大约是市场的两倍，而且具有一定的可扩展性。我效仿休斯顿市长，在职业转换之间休息一年，深入研究，为创办Bridgeway做准备。从一开始，我们就决定将一半的利润捐给非营利组织，这个想法来自于多种因素的影响。我父母对我的影响很大，我的父亲认为商业是改变世界的方式，我的母亲则是一位专业的志愿者，回馈社区。我妻子支持我追逐梦想，但她有两个问题：一，我们还能供女儿上大学吗？二，我需要参加社交酒会吗？我利用谈判技巧，答应妻子她可以自由选择是否参加社交活动。

Deep Dive

Chapters
John Montgomery's background blends engineering, philosophy, and business, leading to a unique approach to investing. He combined his skills in data analysis and his understanding of human behavior to create a successful investment firm while also prioritizing philanthropy.
  • Montgomery's diverse academic background (engineering, philosophy, MIT, Harvard Business School)
  • Early adoption of computer modeling and statistical methods in investing
  • Decision to leave transportation industry to pursue investing full-time
  • Bridgeway Capital's founding principle of donating half its profits to charity
  • The significant role of Montgomery's wife in supporting his career change

Shownotes Transcript

Barry speaks with John Montgomery, President, CEO, Founder and Portfolio Manager of Bridgeway Capital Management. His responsibilities include the firm’s strategic direction, investment management and risk oversight, portfolio management, and mentoring. John holds a Bachelor of Science in Engineering, a BA in Philosophy from Swarthmore College, and graduate degrees from MIT and Harvard Business School. Later, as a student at Harvard, he investigated methods to apply modeling to portfolio management and began applying these methods to his own investments in 1985. John left the transportation industry in 1991 to perform full-time research on his investment models prior to launching Bridgeway in 1993.

See omnystudio.com/listener) for privacy information.