Modern Investing with Sidepocket: Stuart Kruse, Asset Manager On Success with Quantitative Investing

In this podcast interview with Stuart Kruse, the founder of Kruse Asset Management, Kruse discusses his background as a chemist and MBA in finance, his journey challenging the investment industry status quo, and his mission to "moneyball finance" by using data and numbers to empower clients. Kruse highlights the limitations and conflicts of interest in the traditional brokerage model and emphasizes the importance of collaboration with clients' centers of influence like CPAs and lawyers to provide the best solutions. He also offers insights into his quantitative approach to investing, making fundamental and technical calls to navigate market trends, all while aiming to protect and grow his clients' portfolios.
A key quote from the interview is, "I think that old brokerage model is broken to some extent. It's mostly just sales, even selling insurance, other investment products, like you're just being taught to just sell their stuff versus being a real advisor." This interview provides valuable insights into Kruse's unique approach to finance and investing, making it an intriguing listen for those seeking a different perspective on financial management.
About Stuart Kruse
Stuart Kruse, a seasoned financial professional with a track record of success, is the architect behind the Kruse Quantitative Value Portfolio (QVP), a groundbreaking investment model designed to optimize clients' financial goals. With over a decade of experience, Kruse established Kruse Asset Management in 2007, following a distinguished seven-year tenure at Bear Stearns & Co. Inc., where he initially developed and systemized the QVP. Notably, during the model's development, Bear Stearns Asset Management audited and approved it for discretionary use by Kruse and other brokers. At Bear Stearns, Kruse managed investments exceeding $100 million and provided expert guidance on an additional $800 million in assets. Prior to his role at Bear Stearns, Kruse managed substantial client investments at Lehman Brothers Private Client Services and played a pivotal role in a Real Estate Investment Trust's (REIT) successful transition to public markets through an IPO in 1997. His educational background includes a Bachelor of Science in Chemical Engineering from Northwestern University, an MBA from Kellogg Graduate School of Management with concentrations in Finance, Decision Sciences (Game Theory), Marketing, and Entrepreneurship & Innovation, and he holds the prestigious CFA Charter. In addition to his financial career, Kruse is actively involved in philanthropy as a board member of the Chicago B

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