Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. Tariffs: Bark or Bite? Thu, 05/10/2018 - 11:18.

Economy 52

Economy Portfolio Clients Sales 52

Mr. Money Mustache

MAY 20, 2022

Instead of investing in a productive asset, these speculators were just assuming the recent momentum would continue. True to form, she got back to me within just a few minutes with these thoughts: MMM: How should potential retirees think of the recent crash in valuation – has it really pushed out their retirement date, or not?

Marketing 57

Marketing Marketing Retirement Investing 57

Brown Advisory

JUNE 16, 2022

Long duration assets are losing favour given higher rates act like gravity on the price of securities whose intrinsic value is based on cash flows generated further into the future. By this valuation method, the portfolio cashflow duration is in the 16 to 17-years range. DCFs are very dangerous if not used thoughtfully.

Investing 52

Investing Investments Valuation Accounting 52

The Big Picture

NOVEMBER 8, 2022

No, I — the first thing I spoke at was a Goldman Sachs Asset Management conference, strange enough in a place called Carefree, Arizona. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. So — CHANCELLOR: Well, yes. CHANCELLOR: Yes and no.

Banking 143

Banking Valuation Economy Investing 143

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

Management 130

Management Investing Investments Government 130

The Irrelevant Investor

JANUARY 21, 2021

You don't understand how low interest rates make long-duration assets more valuable today. Stocks flooded the market, and valuations stretched into the stratosphere. I turned to my friends at O'Shaughnessy asset management for some tech data to see what happened to the sector as the bubble was inflating and after it burst.

Sales 52

Sales Valuation Marketing Marketing 52

The Big Picture

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. He helps to oversee $2.5 RIEDER: Yeah.

Economy 143

Economy Numbers Portfolio Marketing 143

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 154

Assets Investing Investments Valuation 154

Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. While no two downturns are the same, we believe this approach can again be effective in the current period.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. While no two downturns are the same, we believe this approach can again be effective in the current period.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

The Big Picture

DECEMBER 12, 2023

And the assets under management were smaller. And the fact that you’re trying to bundle it up into a terminal value in, unless the assets are cash or convert to cash. 00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself. Magellan had more than that.

Management 259

Management Investing Investments Retail 259

The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation 289

Valuation Education Government Numbers 289