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MiB: Armen Panossian, Oaktree Capital Management

The Big Picture

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. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy. Currently, he is Vice Chairman of IBM.

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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

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.

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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. Chris and George are both seasoned managers - each with over 16 years of experience – but with complementary backgrounds. In early 2006, he took over the small-cap initiative at Brown Advisory, pioneering the current approach. Wed, 09/20/2017 - 16:43.

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Minimizing The Damage Of Large, Unexpected Withdrawals

Random Roger's Retirement Planning

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.

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Trying To Find The Optimal Number Of Stocks To Own

Random Roger's Retirement Planning

If you build a reasonably diversified portfolio of individual stocks and you do some decent work on stock selection, I think odds are you'll hit a couple of monster winners if you can hold over the long term. I've got quite a few names that have been in the portfolio since 2004-2006 when I first started this phase of my career.

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

Background As most readers are likely aware, the academic and investment communities have long debated whether ESG factors positively, negatively, or neutrally influence portfolio performance. The Journal of Portfolio Management 40(2): 18-29. Journal of Portfolio Management. Journal of Portfolio Management.

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

As most readers are likely aware, the academic and investment communities have long debated whether ESG factors positively, negatively, or neutrally influence portfolio performance. In studying the characteristics of socially responsible indices, some researchers have found high correlations with conventional indices (Statman, 2006).