Remove 2006 Remove Communication Remove Economics Remove Valuation
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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

In early 2006, he took over the small-cap initiative at Brown Advisory, pioneering the current approach. While valuation is critical to our approach, it occurs near the end of our process. A: One is Cogent Communications (CCOI). Second, we keep a keen eye on valuation. We target position sizes between 0.5

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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

In early 2006, he took over the small-cap initiative at Brown Advisory, pioneering the current approach. While valuation is critical to our approach, it occurs near the end of our process. A: One is Cogent Communications (CCOI). Second, we keep a keen eye on valuation. We target position sizes between 0.5

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Present at the Creation: Early-Stage Venture Capital

Brown Advisory

Less than two years later, Palo Alto Networks purchased the company for $200 million—a more than 25-fold surge in valuation. In November 2015, Square, a San Francisco-based creator of mobile payment technology, went public at $9 per share and immediately rocketed 45% to a valuation of more than $4 billion. million pre-money valuation.

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Transcript: Kathleen McCarthy

The Big Picture

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? MCCARTHY: — and end up in M&A on Wall Street. RITHOLTZ: Right.

Assets 154
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Transcript: Joe Barratta of Blackstone

The Big Picture

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. In 2006, ’07, ’08, you saw the financial crisis. BARATTA: Yeah. In the long run.

Assets 154
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Transcript: Sean Dobson, Amherst Holdings

The Big Picture

And I would say that Washington was pretty interesting because we had gone and, and spoken to people in 2005, 2006, and to kind of let people know that there was something, these are, this is a trillion dollars worth of misprice risk. We participated in that with treasury and FHFA and the regulators, the White House.

Banking 143
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Transcript: Bill Dudley, NY Fed Chief

The Big Picture

You get an economics PhD from California, Berkeley in 82, and around the same time you become an economist at the Federal Reserve Board from 81 to 83. The New York Fed is kind of, I don’t know how to say this first, amongst the regional feds, because you’re located right in the heart of the financial community.

Economy 143