Brown Advisory

APRIL 22, 2020

The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients. This concept has caught on with a growing number of investors, but a key problem is verification and monitoring: How can investors be sure that their money is going where the issuer says it is?

Portfolio 52

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Brown Advisory

APRIL 22, 2020

The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients. This concept has caught on with a growing number of investors, but a key problem is verification and monitoring: How can investors be sure that their money is going where the issuer says it is?

Portfolio 52

Portfolio Clients Investing Investments 52

Trade Brains

JUNE 2, 2023

And private banks provide personal services to manage financial assets with a holistic approach and offer a personalized solution for investments. The Private banking sector assets were $925.05 Gross Non-performing asset (GNPA): It is the total value of all unpaid loans that are classified as non-performing loans.

Banking 52

Banking Financial Services Retail Assets 52

Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. Some might argue that the Fed’s policy could trigger another crisis as asset prices become overly inflated.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

James Hendries

JANUARY 13, 2023

When LPL Research released the Outlook 2022: Passing the Baton in December 2021, the team’s view was that the hit from inflation would be manageable and would therefore limit the number and magnitude of interest rate increases, enable the U.S. economy to avoid recession, and support above-average valuations.

Marketing 52

Marketing Marketing Valuation Banking 52

Trade Brains

SEPTEMBER 10, 2024

The LTHL opened its first hotel with around 49 rooms in 2004. The company is looking to be debt-free and to improve its Free Cash Flow, Maintaining a 70%+ Asset-light portfolio, 20K + hotel rooms network, and Stable in 50% EBITDA over the next 5 years from CY24 to CY28. The Hotels are located in Tier 1, 2, and 3 cities.

License 52

License Portfolio Marketing Marketing 52

Trade Brains

MARCH 29, 2024

In 2004, it was acquired by Bharti Airtel and renamed Bharti Hexacom Ltd. The Company operates a robust network infrastructure which is a mix of owned & leased assets. Both FY21 & FY22 saw exceptional gains/losses that distorted numbers from normalized earnings.

Government 59

Government Communication Valuation Consulting 59

Mr. Money Mustache

JANUARY 29, 2021

Let’s start with an example of what I did, although with fictional rounded numbers just to make it simple. As I pay off this loan, the green number will grow and eventually the red number will rise above zero as well. As example of rapid increase, from 2004-2006 it went up from from 1.25 Introducing the Margin Loan.

Accounting 53

Accounting Taxes Investments Investing 53

The Big Picture

MARCH 16, 2024

He is responsible for commercial businesses worldwide and has been with Blackrock since 2004. The firm manages over $10 trillion in client assets. But after recent crackdowns, some Florida cities may be “breaking up” with the popular pastime. (

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Clients Management Numbers Assets 277

The Big Picture

SEPTEMBER 23, 2024

They do everything from hard assets like real estate, infrastructure, aircraft, power plants, to private debt, event driven opportunities. They have a number of businesses that they’ve taken over through the debt side of the equation. So there was some assets that were salvageable. But so immediately this looks successful.

Banking 147

Banking Investments Investing Assets 147

The Big Picture

APRIL 4, 2024

The Fed was worried that the psyche of investors was to stay away from Riskier assets like home prices or equities. And they kept it there all the way to 2004, and the joke was in 2003 and 2004 was an emergency rate when there was no clear emergency. So they cut rates to zero to force that money. Jim Bianco : Yes.

Portfolio 162

Portfolio Management Assets Banking 162

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. So there are a number of us heading in out of college into the BLS. And actually, I was at the PPI, most people may not remember this, but in 2004, the PPI was a month and a half late. RITHOLTZ: You said, I know, I want to run assets. NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investments 130

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. And so, I was doing that in 2000, 2002, 2003, 2004. And honestly, I — I just really was like a one-man army for a little while, but then the asset started come in. I — I couldn’t believe the numbers.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

MAY 30, 2023

Number one, a school district is a business. And number two, and I think that they were like, I’m sure there’s a note coming after this with a congressional allocation, and it never came. BRYANT: Number two, money is emotional. BRYANT: Pioneer, and he was an asset owner. BRYANT: Where’s the check?

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

JUNE 11, 2024

What led you to acquire the company in 2004? And we were number one on that list. Did that, was the substantial purchase, a hundred plus billion dollars in 401k 00:17:03 [Speaker Changed] Assets. They are Fidelity, they’ve still got the same account number. That was back in 1983. Peter Mallouk : I was.

Planning 162

Planning Clients Investments Investing 162

Random Roger's Retirement Planning

DECEMBER 22, 2023

There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago. Where some of the diversifiers I use might go a little ways down the hedge fund path, John's version of the 75/50 portfolio went much further down hedge fund path.

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. So there are some blank numbered balls in it in order to create these billion dollar payouts.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

JUNE 18, 2024

So we think of Fidelity as like this big giant stodgy asset manager. 00:26:12 [Speaker Changed] And Barstool was the same, which is Barstool started by Dave in 2004. That that’s a serious 01:08:03 [Speaker Changed] Media number. Barry Ritholtz : Did you feel like you learned a lot during that period? It was run by women.

Media 147

Media Food Advertising Investments 147

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president. Well guess what?

Banking 147

Banking Assets Investments Investing 147

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

JUNE 14, 2023

” ( Barron’s ) • The government numbers are not fake. They’re just noisy : In which David Sacks and Balaji raise a false alarm about the jobs numbers. He cofounded Tikehau in 2004 with Antoine Flamarion, a colleague at Deutsche Bank, and runs the US division. That has obviously been corrected.

Nonprofit 279

Nonprofit Taxes Numbers Assets 279

The Irrelevant Investor

DECEMBER 4, 2019

Here is Jason Zweig on the matter: Dalbar’s formula, according to these experts, has the effect of taking returns over the full period and dividing them by the total assets at the end—including money that wasn’t in the funds from start to finish. Alright, enough of the numbers let's talk about the feelings.

Portfolio 52

Portfolio Risk Tolerance Accounting Retirement 52

The Big Picture

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. I said, no, that couldn’t be right.

Government 321

Government Banking Numbers Investments 321

The Big Picture

JANUARY 14, 2025

They are a multi-manager, multi-strategy hedge fund that has put up some pretty impressive numbers. Cliff Asus, founder of a QR capital managing partner there, at the time, I think it was late twenties, he was finishing up his PhD at the University of Chicago and was working for Goldman Sachs Asset Management.

Management 147

Management Investments Investing Assets 147

The Big Picture

FEBRUARY 20, 2024

So, if you remember, we were, we were still rolling out various facilities like the, the, the term asset backed, the lending facility, for example. ’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. We just had a giant number, a giant upside surprise in payrolls.

Banking 147

Banking Economy Marketing Marketing 147

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And they go, what’s street.com’s number. How’s my 10 grand doing? I go, maybe.

Media 290

Media Investments Investing Valuation 290

The Big Picture

OCTOBER 31, 2022

It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. When a professor says, “Come in, we’ll talk about the assignment,” and you come in and say, “I’ve already crunched the number. There’s a number of them in our earnings index that are being overweighted.

Numbers 147

Numbers Investments Investing Marketing 147

The Better Letter

FEBRUARY 28, 2025

Friends was a television ratings juggernaut for ten seasons from 1994-2004. Its intergenerational time horizon (essentially “forever”) allows Yale to gain excess returns by using illiquid assets in ways those without that opportunity could not. We caught up during the Covid pandemic and got a lot of laughs out the series.

Portfolio 64

Portfolio Asset Allocation Investments Investing 64