2003 Asset Allocation Valuation 
The Big Picture
APRIL 29, 2025
We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. You know, in those days these companies hired, you know, crops of undergrads.
James Hendries
NOVEMBER 15, 2022
One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. Since then, value has outperformed growth for the longest sustained period since 2003–2007. Future cash flows are devalued.
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Validea
JANUARY 4, 2023
We’ve been running quantitative model portfolios since 2003. While many of our models were launched after that, our initial set of guru models actually went live in July of 2003, so this year we’ll hit the 20-year mark in terms of running systematic investment strategies. By Justin Carbonneau ( @jjcarbonneau ) —.
Brown Advisory
JUNE 21, 2017
On the upside, active managers are often reluctant to overweight or “chase” the leading stocks in the market because those stocks typically sell at premium valuations. It underperformed primarily during very strong markets, as might be expected given its discipline with regard to valuations. Reasons for this tendency are varied.
Brown Advisory
JUNE 21, 2017
On the upside, active managers are often reluctant to overweight or “chase” the leading stocks in the market because those stocks typically sell at premium valuations. It underperformed primarily during very strong markets, as might be expected given its discipline with regard to valuations. Reasons for this tendency are varied.
Brown Advisory
SEPTEMBER 22, 2017
ESG information helps with broader due diligence, providing insight into a company’s sustainability strategies alongside their fundamental strengths, the competitive environment, and, of course, stock valuation at the time of buy or sell decisions. John Wiley and Sons. Sustainability and Performance." Sloan Management Review 44(2): 65-70.
Brown Advisory
SEPTEMBER 22, 2017
ESG information helps with broader due diligence, providing insight into a company’s sustainability strategies alongside their fundamental strengths, the competitive environment, and, of course, stock valuation at the time of buy or sell decisions. Broader Application and Paths for Future Research. John Wiley and Sons. Henderson, R.
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