Listen above, or subscribe on your favorite podcast service and never miss an update! Summary Thirty year veteran of the financial markets, decorated investment manager, leader of investment teams, and communicator of investment strategies joins us this month for a chat amongst old friends. Classmates at Babson and former colleagues at both Thomson Financial and Fidelity Investments, Dave and Rusty can practically end each other’s sentences, so this month’s discussion and debate takes us in many directions, including: Why do investors of high-performing portfolio managers fail to achieve the same returns as the fund? Why is communication of the strategy so critically important, and how can it be done better? Does “Value” work? And, what fundamental drivers help value shares outperform in inflationary regimes? Why is this Radiohead tune Rusty’s chosen walkout song? Competitive Stationary Rowing is a real thing? Rusty is a host of Orion’s The Weighing Machine podcast … Continue reading Fill the Gap Episode Eighteen, with Rusty Vanneman, CMT, CFA