article thumbnail

Top Mutual Funds For SIP In 2023

Trade Brains

Top Mutual Funds For SIP #2 – IDFC Tax Advantage (ELSS) Direct Plan-Growth Fund Company IDFC Asset Management Company Ltd Size (AUM in Cr) 4,033 3-yr returns (CAGR) 22.56 of Stocks Held 48 IDFC Tax Advantage (ELSS) Fund is an equity-linked savings scheme from IDFC Mutual Fund. 1-yr return 2.5 1-yr return 7.84

article thumbnail

Transcript: Marta Norton

The Big Picture

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. So sometimes that crosses my mind today, when people are watching the CPI. NORTON: Yeah. NORTON: Yeah.

Portfolio 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks

Brown Advisory

stocks since the middle of 2004. However, when measuring valuation using EV/EBITDA (enterprise value divided by earnings before interest, taxes, depreciation and amortization), a metric that we consider to be more accurate and helpful, the divergence of Europe from the U.S. European stocks have traded at lower P/E ratios than U.S.

article thumbnail

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks

Brown Advisory

stocks since the middle of 2004. However, when measuring valuation using EV/EBITDA (enterprise value divided by earnings before interest, taxes, depreciation and amortization), a metric that we consider to be more accurate and helpful, the divergence of Europe from the U.S. European stocks have traded at lower P/E ratios than U.S.

article thumbnail

Transcript: Graeme Forster, Orbis Investments

The Big Picture

[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. The, the decision to set up in Bermuda was the founder’s original decision based, not on tac everyone assumes tax.

Investing 130
article thumbnail

Transcript: Aswath Damodaran

The Big Picture

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.

Valuation 286