2001 Portfolio Management Valuation 
The Big Picture
MAY 6, 2025
And it gives us a batting average so we can understand is a portfolio manager winning more ideas than they lose. I don’t know what you were doing in 2001 two, but I’m imagining the same approach held true. 00:16:12 [Speaker Changed] So let’s talk a little bit about Hudson Bay’s strategy.
The Big Picture
MAY 17, 2024
Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. He helps to oversee DoubleLine’s investment management committee implementing policies & processes, He is a member of DoubleLine’s executive management and fixed income asset allocation committee.
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Brown Advisory
SEPTEMBER 20, 2017
Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Second, we keep a keen eye on valuation.
Brown Advisory
SEPTEMBER 20, 2017
Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014. and concentrate 20%-40% of the portfolio’s weight in the top 10 holdings.
The Big Picture
OCTOBER 24, 2022
She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. RITHOLTZ: When did the investment management side of the business began? NORTON: Yeah. NORTON: Yeah.
The Big Picture
JULY 24, 2023
MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. MIAN: Valuations are ebb and flow. Tell us a little bit about your research.
The Big Picture
MAY 9, 2023
And then I was the beneficiary of the TMT bubble bursting in 2001. One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations. So the whole sector that I was covering went bankrupt. We’ve seen a couple of these events now.
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