Trade Brains

SEPTEMBER 14, 2023

GQG’s investment team uses a thorough and unrestricted approach to equity research, building portfolios that are different from their respective benchmarks to concentrate on distinctive business aspects like revenue stream diversity and disruption risk. In 2006, it erected its first power-generating facility. Market Cap (Cr.)

Portfolio Analysis 111

Portfolio Analysis Portfolio Food Manufacturing 111

The Big Picture

SEPTEMBER 23, 2023

He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies. This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management.

Management 182

Management Medical Portfolio Management Economics 182

The Big Picture

FEBRUARY 14, 2023

Similarly, excess fees and overtrading are more likely to hurt our portfolios than crashes. We spend far too much worrying about Black Swans than the mundane. Instead of stressing about shark attacks, you should manage your blood pressure and cholesterol.

Investing 299

Investing Investments Management Insurance 299

Random Roger's Retirement Planning

MAY 3, 2025

Interest rates going up doesn't worry me from a portfolio perspective, I pretty much don't have any interest rate risk in the portfolio. My first thought is to think about the all-weather attributes of Permanent Portfolio-inspired, quadrant investing. Portfolio 3 is sort of close to what we blog about regularly.

Portfolio 59

Portfolio Management Taxes Investments 59

Validea

NOVEMBER 2, 2024

A 10-stock portfolio based on his criteria returned 79.2% The strategy showed particular strength in 2003, 2004, and 2006, with returns exceeding 30% in each of those years. The portfolio maintained a beta of roughly 1.0, The Strategy in Practice Our testing of Dreman’s approach demonstrates its effectiveness.

Investing 52

Investing Investments Valuation Portfolio 52

Validea

JULY 19, 2023

In 2006, Buffett made a pledge to give most of his wealth away to a handful of causes and foundations. As he pointed out in the press release , the $50 billion in stock being donated in 2023 is more than Buffett’s entire Berkshire stake of $43 billion in 2006 when he initially made his commitment.

Portfolio 52

Portfolio Investing Investments Retirement 52

Trade Brains

MAY 29, 2023

Company Overview Bajaj Consumer Care was incorporated in 2006 as Bhaumik Agro before subsequently being renamed to Bajaj Corp Pvt Ltd. Since its founding in 2006, the company has grown to launch different hair care products over the years. Of the total FMCG sales, 50 percent is attributed to Household and personal care products.

Healthcare 119

Healthcare Manufacturing Sales License 119

Risk Management Guru

APRIL 21, 2020

Why portfolio diversification is for the ignorant investor. Harper, 2006. The post Why Portfolio Diversification is for the Ignorant Investor appeared first on Risk Management Guru. We hope you enjoy Ricardo’s essay as much as we did. Moreover, we really do look forward for more articles coming from Ricardo. Works Cited.

Portfolio 52

Portfolio Risk Management Management Commission 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Q: Can you describe your investment process?

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. In early 2006, he took over the small-cap initiative at Brown Advisory, pioneering the current approach. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. Wed, 09/20/2017 - 16:43.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Random Roger's Retirement Planning

OCTOBER 8, 2024

Many details to come but Cambria and Alpha Architect are working to issue a fund where investors can exchange low basis, taxable investment portfolios for shares in this new ETF that will have the symbol TAX without it being a taxable event. In 2008, Portfolio 1 outperformed VBAIX by 697 basis points, down 14.66 versus down 21.63%.

Portfolio 98

Portfolio Management Accounting Clients 98

Random Roger's Retirement Planning

JANUARY 22, 2024

There is a secondary, more subtle point that relates to portfolio construction and portfolio theory as we discuss here and as I have implemented into client accounts. Back in 2006 and 2007 there were far fewer funds available to help offset large stock market declines.

Portfolio 75

Portfolio Accounting Clients Portfolio Management 75

Trade Brains

NOVEMBER 3, 2023

Let’s look at how it unfolded, from 2006 to the day when Tata secured its victory. May 18, 2006: The West Bengal government, headed by Buddhadeb Bhattacharya allocated 1,000 acres of land in Singur to Tata Motors for manufacturing its affordable Nano car on a 99-year lease. What actually led to this legal battle?

Government 59

Government Manufacturing Investing Investments 59

Trade Brains

MAY 29, 2024

Bharat Bijlee got listed in Indian stock exchanges on 24th of November 2006. Their commitment to quality and a diverse product portfolio catering to power and industrial sectors have likely contributed to their recent revenue growth. The industrial segment contributed a net profit of 11871.72 lakh rupees. Net profit (in crores) 83.22

Planning 100

Planning Engineering Manufacturing Distribution 100

Random Roger's Retirement Planning

AUGUST 8, 2022

The last couple of months we've been having a ton of fun looking at what are hopefully very sophisticated portfolios that involve terms like capital efficiency, return stacking and leveraging down (that term is a Random Roger original). Much like REITs and MLPs in 2006, you see recommendations to put 15-20% in these "new" asset classes now.

Portfolio 98

Portfolio Numbers Management Accounting 98

Trade Brains

JUNE 3, 2024

Elecon Ltd became a public listed company in June 1962 by getting listed in Bombay Stock Exchange and later on National stock exchange in November 2006. Elecon is headquartered in Anand, Gujarat. Electron is one the Asia’s largest industrial gear manufacturing companies which has a facility spread over 3,35,000 square metres.

Engineering 105

Engineering Manufacturing Government Electronics 105

Trade Brains

APRIL 30, 2024

He had created a portfolio called K-10 which consists of top ten hit picks by Ketan Parekh himself. The said amount was reported in 2006 to touch the surprising level of Rs. His loan accumulated to Rs. 750 million. This included Aftek Infosys, Zee Telefilms , Pentamedia Graphics, Mukta Arts , and so on. billion and to MMCB Rs.

Marketing 105

Marketing Marketing Banking Management 105

Trade Brains

DECEMBER 23, 2022

In addition, it has a considerable renewable energy portfolio. Similarly, Tata Power is foraying into renewable energy and is aggressively increasing its renewable energy portfolio. Adani Power entered the sector only in 2006. In short, Adani Power generates power using thermal and solar energy. Adani Power.

Distribution 105

Distribution Economics Portfolio Management 105

The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. VASSALOU: I joined in the summer of 2006. Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. RITHOLTZ: Were you there for the financial crisis?

Assets 173

Assets Management Marketing Marketing 173

Nationwide Financial

JANUARY 26, 2023

In this case, their refund should be the same for 2023 as it was for 2022, but the couple benefits by adding $2800 of potentially tax-free Roth money (plus future growth) to their retirement portfolio. They’ve been around since 2006. But it does draw attention to an opportunity that will still apply to many people—income tax refunds.

Accounting 98

Accounting Retirement Taxes Retirement Planning 98

Random Roger's Retirement Planning

AUGUST 19, 2024

Here's an article I wrote about it at theStreet.com when it first listed in late 2006. Using ReturnStacked ETFs' investment process that leaves roughly 30% of the portfolio to stack alternatives on top. There are a couple of ETFs that track the space. One of the oldest ones is the Invesco Listed Private Equity Fund (PSP).

Portfolio 52

Portfolio Investments Investing Management 52

Random Roger's Retirement Planning

JANUARY 15, 2023

Cliff Asness jumps on the period DFA studied, 2006-2022, as being cherry-picked. Well some do provide better risk adjusted returns and some do not. Some outperforming and some underperforming (however you define) is not a new thing and not unique to the liquid alt universe. That is less interesting to me than the comment about fixed income.

Portfolio 75

Portfolio Management Marketing Marketing 75

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investing Investments Management 52

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. So we really think that it creates alignment to have our portfolio managers meaningfully owning shares of the funds that they manage.

Investing 147

Investing Investments Management Valuation 147

Trade Brains

JULY 11, 2024

In 2006, 61.62% of the shares of Ambuja cement were acquired by a global cement giant named Holcim. As a company, Ambuja provides a range of products like Ordinary Portland Cement (OPC), Portland Pozzolana Cement (PPC) and other cement products like Ambuja Railcem for railway construction and Ambuja cool walls for thermal insulations.

Distribution 98

Distribution Marketing Marketing Transportation 98

Trade Brains

NOVEMBER 28, 2023

Alice Blue Review : Alice Blue was established in 2006, with its headquarters in Bangalore. Boasting close to two decades of experience, Alice Blue has emerged as a prominent player in the Indian stock broking industry, with over 20 branches and a client base of 5 lakhs. 15 brokerage for Intraday & F&O.

Accounting 59

Accounting Commission Education Clients 59

Trade Brains

NOVEMBER 23, 2022

Its product portfolio covers all aluminum alloy conductors, steel-reinforced aluminum conductors, and armored & unarmoured cables. The facility was moved to Indore and started again in 2006 after a break of 4 years. Godha Cabcom and Insulation is a small-cap manufacturer of electronic cables and conductors.

Manufacturing 92

Manufacturing Financial Services Media Certification 92

Trade Brains

JANUARY 21, 2024

Company Overview Jupiter Wagons Ltd, a subsidiary of the Kolkata-based Jupiter Group was founded in 2006 and has since been a leading player in the railway wagon manufacturing industry. Then we will dive into the Company’s performance and fundamentally analyze it before we conclude. Now would you bet on Jupiter Wagons at this valuation?

Manufacturing 105

Manufacturing Transportation Budgeting Government 105

Carson Wealth

OCTOBER 7, 2024

in 2006, and 7.8% A diversified portfolio does not assure a profit or protect against loss in a declining market. That is perhaps why this cycle has confounded a lot of people, since we haven’t seen something like this in decades. In fact, consumer credit is up only 1.6% year over year as of the second quarter of 2024, versus 4.6%

Marketing 96

Marketing Marketing Economy Economics 96

Brown Advisory

APRIL 20, 2022

To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance on private equity, real estate and other less liquid “alternatives” to sustain their growth objectives and, ultimately, their charitable objectives. Good preparation is key to a successful audit.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

Trade Brains

FEBRUARY 8, 2024

Let’s embark on a journey to explore its business landscape, dive into its product portfolio, examine its customer base and financials, and finally, have a look at its order book and prospects. Business Overview: A legacy of excellence Jupiter Wagons Limited, an integrated railway engineering company, started in 1979.

Manufacturing 59

Manufacturing Transportation Engineering Portfolio 59

Trade Brains

DECEMBER 14, 2023

However, the fund has garnered returns of only 156.90% since its inception, which was in 2006. .) ₹13,14,971 EPS ₹115.19 Stock P/E 29.00 RoE 46.90% RoCE 58.70% Promoter Holding (%) 72.30% FII Holding (%) 12.50% Debt to Equity 0.08 Price to Book Value 12.9 as of 31st October 2023. The Fund currently manages assets worth US $470 million.

Consulting 113

Consulting Banking Insurance Retail 113

Brown Advisory

SEPTEMBER 12, 2016

billion in 2006, according to Preqin. For an investor*, private credit can help diversify a portfolio while complementing other fixed income components such as investment-grade and high-yield bonds. Yukon targets 85% of its portfolio to mezzanine capital and 15% to equity-related structures. Demand is also robust.

Valuation 52

Valuation Banking Portfolio Communication 52

Validea

APRIL 8, 2024

Greenblatt’s investment prowess is exemplified by his fund’s remarkable annualized returns of over 40% from 1985 to 2006. He back tested the strategy from 1988 to 2004 and found that a portfolio of the top 30 magic formula stocks, rebalanced annually, would have returned 30.8% per year on average, compared to 12.4%

Valuation 52

Valuation Retail Investing Investments 52

Trade Brains

JULY 5, 2023

Best Dividend Stocks Under Rs 200 #5 – Bajaj Consumer Care Incorporated in 2006, Bajaj consumer care is engaged in the business of manufacturing hair oils. The company has a past record of paying the majority of its profits as dividends to its shareholders.

Engineering 96

Engineering Manufacturing Marketing Marketing 96

Trade Brains

JANUARY 10, 2024

Barbeque Nation – Business Overview Barbeque Nation was established in 2006 and entered the restaurant segment with the ‘all you can eat’ concept. The company has 212 restaurants under its portfolio as of Q2 FY23. Why is the share price down? What does the future of the company look like despite a not-so-good start? PAT margin.

Food 59

Food Sales Distribution Portfolio 59