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. to a grantor trust) similarly remain attractive because of low interest rates and potentially low valuations. Outright Gifting.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Unsurprisingly, as volume has increased, so have valuations.

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Brown Advisory

JUNE 16, 2022

Today the Global Leaders portfolio cash flow duration in real terms is in the 15 to 17-year range using this calculation. Our standard valuation framework looks out over a 10-year cash flow forecast ending with zero % real growth in the terminal cashflow (technically we use 3% nominal terminal growth).

Investments 52

Investments Investing Accounting Valuation 52

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. We need to build portfolios on a foundation of facts.

Economy 52

Economy Portfolio Clients Sales 52

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. We need to build portfolios on a foundation of facts.

Economy 52

Economy Portfolio Clients Sales 52

The Irrelevant Investor

JANUARY 21, 2021

I started with a diversified portfolio that eventually went the way of FAANG; however, over the past 3-4 years I’ve gravitated around the highest growth companies out there.If Stocks flooded the market, and valuations stretched into the stratosphere. Amazon continued to grow between the peak in 99 through the end of 2002.

Sales 52

Sales Valuation Marketing Marketing 52

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. That allows you to do two things.

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Management Investing Investments Government 130

Mr. Money Mustache

MAY 20, 2022

It’s quite similar to owning a portfolio of rental houses spread throughout the world: while house prices fluctuate all the time in different cities, the total rent paid by a group of thousands of tenants will tend to remain pretty stable and just rise at the rate of inflation.

Marketing 53

Marketing Marketing Retirement Investing 53

Trade Brains

MAY 6, 2023

At its height spanning 14 years between 2002 and 2016, the company went on an acquisition spree. Not only this the company also had services spanning 17 international locations. But Then How did it All Go Wrong for Cox & Kings? They successfully acquired 9 major business units across the world. Sounds all good right? Happy Investing!

Banking 52

Banking License Government Investing 52

The Big Picture

JANUARY 21, 2025

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. 00:12:41 [Speaker Changed] If nothing in your portfolio is performing badly, you’re not diversified. I did it in 2000, 2002. And the managers you selected were all based on past performance.

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The Big Picture

SEPTEMBER 23, 2024

But that valuation, to be able to come up with the valuation, to be then able to work in a restructuring process, bankruptcy process, and say, Hey, I think at the end of this, we are buying debt at 50 cents. So in 2002, when we start, it’s not the.com debris we are looking through. It could be worth 80, 90 cents.

Banking 147

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Brown Advisory

SEPTEMBER 12, 2016

Treasury Department recently issued proposed regulations that would virtually eliminate valuation discounts on the transfer of shares in family businesses and investment pools held in Family Limited Partnerships or Limited Liability Companies, collectively known as FLPs.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Treasury Department recently issued proposed regulations that would virtually eliminate valuation discounts on the transfer of shares in family businesses and investment pools held in Family Limited Partnerships or Limited Liability Companies, collectively known as FLPs.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

The Big Picture

FEBRUARY 13, 2023

And then in ‘94 and ’98, you know, all had a different stream to 2002. But you know exactly how they’re going to interplay within a portfolio, hugely powerful. You know, it’s not the equity market, and I run some big equity portfolios, you know, different. Last year, it’s in our tactical portfolios.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

DECEMBER 12, 2023

00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself. 00:49:30 [Speaker Changed] I bought it around 2000 and it crashed around 2002. Why is there such a spread between US domestic and overseas companies in terms of you’re a value investor in terms of straight up valuation?

Management 264

Management Investing Investments Retail 264

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?

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Valuation Education Numbers Government 298

The Big Picture

MAY 21, 2024

I graduated Columbia 2002, and I’m the only person I know who stayed in the same job for the last 23 00:08:35 [Speaker Changed] Years. Or, or people start out with a CFA and they decide, you know, I would rather manage the portfolio than tell I’d rather be a PM than advise the pm.

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Numbers Banking Management Marketing 147