article thumbnail

Business Resilience in Portfolio Construction

Brown Advisory

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances. Others such as U.S.

article thumbnail

Resilience is Core to Sustainable Portfolio Construction

Brown Advisory

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Insiders

Sign Up for our Newsletter

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

article thumbnail

Importance of Business Resilience in Portfolio Construction

Brown Advisory

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

article thumbnail

Resilience is Core to Sustainable Portfolio Construction

Brown Advisory

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses.

article thumbnail

Resilience is Core to Sustainable Portfolio Construction

Brown Advisory

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

article thumbnail

Dodge & Cox Go For A Bold Strategy

Validea

The fund is run by a committee at Dodge & Cox’s Portfolio Strategy Group, rather than just one manager, and generally takes a value-oriented approach, though it added Amazon to its portfolio this year, which despite a severe price cut this year still has a 82 price/earnings ratio. in securitized debt as of September 30 th.

article thumbnail

Understanding business owners’ financial priorities amid economic uncertainty

Nationwide Financial

And of those expecting a recession, the majority believe it will be as bad or worse than the Great Recession of 2007-2009. Make sure your discussions include their individual investment portfolios and retirement plans. Leverage your network: Don’t limit your risk management discussions to financial services.