Sara Sikes

Mom of boys, wife, asset management/CX leader, coach. Lover of sports, travel, and ice cream.

[Sara Sikes @shsikes]

Great way to think about ingesting information with an investor mindset. It's always important to look for "the story behind the story" and the underappreciated trends or changes - including unexpected connections.

[Dave Morehead @CIO_Baylor]

One of the more consequential things we try to instill is thinking in a “connected” manner. In other words, how does the information you are in receipt of “connect” to other strategies and positions in the portfolio. We believe that taking copious notes in a manager meeting is broadly useless. Such is akin to writing a book report. But what IS useful is the one or two comments that relate to a change in the direction of markets or consumer behavior…or foundational changes in a sector or industry…or a relationship between securities or indices that shouldn’t exist. THOSE are important to disseminate and position around. The rest is busy work that will have little value over the coming weeks and months. Yet “connecting” disparate bits of information to strategies or companies throughout the book is not innate…it must be learned. And, in our experience, it is one of the more difficult aspects of the business to teach to younger analysts.

[Sara Sikes @shsikes]

@DAYTONA Is the UNOH FanZone the same as the Hard Rock Bet FanZone? I’m seeing both names and confused about whether they are the same access.

[Sara Sikes @shsikes]

@AustinHersey @DAYTONA Same question!

[Sara Sikes @shsikes]

@DAYTONA Can we access the fan zone while the first race is underway today (say between 1-2pm)? And then can we cross the track before the 500 to get to our seats? What time will we be required to cross the track to get to our seats for the 500?

[Sara Sikes @shsikes]

@drdrsteph I'm starting to feel the same way about leggings without side pockets...

[Sara Sikes @shsikes]

@drdrsteph Yesterday someone congratulated me for successfully backing into a regular parking spot. Like said “wow, great job.” I’ve lost faith.

[Sara Sikes @shsikes]

@KPMcDaniel Or just chill, enjoy the NH scenery, and make the most of the next 10 years + 13 days and target the 50 over 50 lists 🤔🏆

[Sara Sikes @shsikes]

@drdrsteph Classic. Every form of Mexican food is currently "tacos" because "tacos are delicious." Chicken fajitas? Tacos. Ground turkey tacos? Tacos. Beef burrito? Tacos.

[Sara Sikes @shsikes]

@drdrsteph Me too!

[Sara Sikes @shsikes]

@KPMcDaniel I spy with my little eye a...gin & tonic to counteract the "love" being expressed via the photo? Or maybe seltzer with a lime...but gin & tonic seems more appropriate.

[Sara Sikes @shsikes]

@drdrsteph And by “someone” we mean our kids.

[Sara Sikes @shsikes]

@drdrsteph And have to do the mental math using your birth year every time someone asks? Yep!

[Sara Sikes @shsikes]

@KPMcDaniel And for the record, I went grocery shopping and did some laundry.

[Sara Sikes @shsikes]

@KPMcDaniel What. Did. I. Just. Watch?! Insanity.

[Sara Sikes @shsikes]

@WillieGeist @WillieGeist said it best. What on earth is going on in this world?

[Willie Geist @WillieGeist]

For the love of God.

[Sara Sikes @shsikes]

@drdrsteph I feel this.

[Sara Sikes @shsikes]

@drdrsteph This has happened to me so many times!

[Sara Sikes @shsikes]

@drdrsteph AND people have to stand/drive in line for 8+ hours? Crazy.

[Sara Sikes @shsikes]

@drdrsteph We do 67/68 during the day, 65 at night. Unless the wood stove is running, in which case we turn off the heat altogether!