There's so much news happening around the world that we're somehow supposed to stay on top of.

That's why we launched The Big Take.

It's a daily podcast from Bloomberg and I Heart Radio that turns down the volume a bit

to give you some space to think.

I'm Wes Kosova.

Each weekday I dig into one important story and talk about why it matters.

Listen to The Big Take on The I Heart Radio app, Apple Podcasts, or wherever you listen.

This is Masters in Business with Barry Rittoltz on Bloomberg Radio.

This week on the podcast I have a special guest.

His name is Matt Benkendorf, CIO of Vantobl Quality Growth, which runs about $35 billion

in equities.

This is really a fascinating conversation about a very specific way to manage equities that

seems to differ from how a lot of different people approach investing.

On the group that Matt works with is specifically an active manager.

He oversees six different areas, including Asia, Global, European, US, and Global means

go anywhere, as well as emerging markets.

They have a very unique approach.

A single team puts money to work in all those areas.

A lot of firms do not operate that way.

They have amassed quite an outstanding track record, beating comparable firms and their

benchmark for quite a long number of years.

If you're at all interested in how to manage assets, how to run a high conviction portfolio,

...