2004 Economy Portfolio Management Taxes 
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. I found this conversation to be absolutely fascinating. I can’t imagine how people would react.
The Big Picture
APRIL 11, 2023
RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. DAMODARAN: If I can throw this out to my class, and the first thing they come up with is it more tax-efficient to do buybacks than dividends? DAMODARAN: Capital gains then were taxed with 28 percent. DAMODARAN: Right.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Brown Advisory
MAY 31, 2017
We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. Further, we see room for the European economy to grow. stocks since the middle of 2004. is much clearer.
Brown Advisory
MAY 31, 2017
We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. Further, we see room for the European economy to grow. stocks since the middle of 2004. is much clearer.
The Big Picture
OCTOBER 17, 2023
[Barry Ritholtz] : 00:17:05 [Speaker Changed] The, the rule to be tax exempt in the US is you have to disperse 5% of the foundation. You don’t have to pay any tax and just let the rest ride. So this is more like the real economy, slower growth businesses. We meet with management twice a year. You give out 5%.
Expert insights. Personalized for you.
130 
Let's personalize your content