Freestone Grove Partners Deputy CIO Ravi Paidipaty joined Edward Young and Lindsey Reardon on stage at the NIRI 2024 Annual Conference for a conversation moderated by Mark Pellegrino. The group had an insightful discussion centered on the critical importance of building long-term relationships between investors and corporate management, including the most effective ways to ensure high-quality engagement.
Freestone Grove Partners
Financial Services
San Francisco, CA 2,084 followers
We are an evolved investment system integrating fundamental insights and quantitative capabilities
About us
Freestone Grove is an investment firm pioneering an evolved approach that fully integrates fundamental insights and quantitative capabilities. Our mission is clear - we want to be the best fundamental investment team in the world. We are obsessively focused on operating at the forefront of the industry by capturing idiosyncratic investment ideas, improving our team and integrating advanced analytics into our process. A PIONEERING APPROACH As a lean team in a clean sheet build environment, we are taking on complex challenges and seeking new approaches to strengthen our investment system. Investing durability requires constant evolution – we are curious, adaptive and lifelong learners who crave data-driven insights. AN ENVIRONMENT BUILT FOR TOP TALENT To achieve something special in a fiercely competitive industry, an alternative approach to organizational design is critical. We operate as one team – a combination of fundamental and quantitative experts – allowing us to accomplish more together. Our model is centered on robust mentorship and individual enhancement through data and tools – we seek to help each team member get better, faster. WE’RE LOOKING FOR INCISIVE THINKERS Get in touch: [email protected]
- Website
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http://www.fgrovep.com/
External link for Freestone Grove Partners
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- San Francisco, CA
- Type
- Privately Held
- Founded
- 2023
Locations
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Primary
One Market Plaza
Steuart Tower, 9th Floor
San Francisco, CA 94105, US
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375 Park Ave
31st Floor
New York, NY 10022, US
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800 Rockmead Drive
Suite 121
Kingwood, TX 77339, US
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525 Okeechobee Blvd
17th Floor, Suite 720
West Palm Beach, Florida 33401, US
Employees at Freestone Grove Partners
Updates
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Freestone Grove Partners Co-Founder and Head of Quantitative Strategies Daniel Morillo joined Claudia Perlich on stage at the Bloomberg Invest conference for an interesting conversation moderated by Katie Greifeld. Daniel tackled important topics, including how we balance human and machine capabilities within our investment process and where we see the largest potential impact of AI. Watch the discussion here: https://lnkd.in/gXDdmbSc
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Freestone’s model fully integrates fundamental insights and quantitative capabilities. Todd K. Barker our CEO & CIO discussed the importance of this at the Milken Institute Global Conference Watch the discussion here: https://lnkd.in/e3TNbFfN
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Freestone’s CEO and CIO Todd K. Barker took the stage alongside James Chen, Andrew Fishman, Bernie Ahkong and Gregory Bond for a discussion led by Edward Bury on the role of multi-managers in today’s environment. Todd discussed the investment opportunities that today’s higher rate environment provides, the advantages of constructing a durable multi-manager platform and the importance of developing the next generation of portfolio managers.
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At the Milken Institute Global Conference, our CEO and CIO Todd K. Barker shared the importance of talent development at Freestone, where we strive for unique idea identification, improved processes and, ultimately, personal and organizational durability.
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Freestone’s CEO and CIO, Todd K. Barker, joined Kelly Granat, George Maris and Pedro Furtado Reis on stage at the Milken Global Conference. Bloomberg’s Romaine Bostick, CFA led the group in a lively discussion across a wide range of topics including the importance of active investing in today’s public markets, benefits of incorporating quantitative capabilities into investment processes, misnomers about crowding and the nuances of the multi-manager landscape. Watch the replay if you missed it! https://lnkd.in/e3TNbFfN
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Freestone’s Deputy Chief Investment Officer, Ravi Paidipaty, joined Christian Jensen, Jeff Wang and Samantha Lau on the Investor Panel at Citi’s Becoming a Public Company Conference. Geoff Feldkamp led an interesting discussion on the important factors late-stage private companies should consider as they navigate the IPO market.
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We were honored to have Freestone’s CEO and CIO, Todd K. Barker participate in the “Perspectives from the Buy Side” panel hosted by Bank of America at their annual Investor Relations Insights Conference. Todd joined Brian Kumf, Mike Rockefeller and Leslie Eisen in a lively discussion moderated by Paul D. Van Cura on the importance of corporate access. As our teams conduct deep fundamental analysis, it is critical to seek to maintain long-term, mutually beneficial partnerships with corporate management teams.
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