Remove 2000 Remove Assets Remove License Remove Valuation
article thumbnail

A Guide to Private Equity and Enterprise Software Opportunities with Michael Fosnaugh

Steve Sanduski

Smith in the aftermath of the early 2000s Dotcom crash. Tech company valuations were cratering, but interest in tech was still high thanks to the exploding popularity of the internet. And ultimately, that allows you to grow and scale this business and sell it on a license model or on a subscription basis for somebody to keep using it.”

B2B 52
article thumbnail

CIO Perspectives Webinar, 2022 Asset Allocation Outlook

Brown Advisory

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The Russell 2000® Index measures the performance of the small-cap segment of the U.S. equity universe.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

CIO Perspectives Webinar, 2022 Asset Allocation Outlook

Brown Advisory

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report.

article thumbnail

Transcript: Marta Norton

The Big Picture

They advise or directly manage about $250 billion in flying assets. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? RITHOLTZ: You said, I know, I want to run assets. RITHOLTZ: What was that experience like beginning in asset management in the aisle of hurricane? NORTON: Yeah.

Portfolio 130
article thumbnail

Latest Equity Asset Alocation Views | Weekly Market Commentary | March 13, 2023

James Hendries

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. But valuations strongly favor value over growth. The S&P 600 small cap index has returned about 1.5%

Assets 52
article thumbnail

Demystifying Systematic Fixed Income Investing

ClearMoney

Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. Valuation theory helps us identify relevant factors by providing insights about differences in expected returns across stocks. Premium : A return difference between two assets or portfolios.

article thumbnail

Taking Advantage of Higher Yields | Weekly Market Commentary | September 26, 2022

James Hendries

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. While we acknowledge that interest rates could move higher still, we think the risk/reward profile of adding to rate-sensitive fixed income assets has improved.