The Irrelevant Investor

FEBRUARY 1, 2016

In 2009, when Griscom pitched Babble to venture capitalists, he did the exact opposite of what every entrepreneur has been taught to do: he presented a slide listing the top five reasons not to invest in his business.But his counterintuitive approach worked: that year, Babble brought in $3.3 And oh by the way, returns are not guaranteed.

Portfolio 52

Portfolio Advertising Clients Communication 52

Brown Advisory

SEPTEMBER 12, 2016

The current wave of private credit resurgence sprung from the 2008—2009 financial crisis as the banking industry retreated from many kinds of traditional lending after the enactment of stricter regulation under the Dodd- Frank Act and the global banking accord known as Basel III. Demand is also robust.

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Valuation Banking Portfolio Communication 52

Brown Advisory

APRIL 20, 2022

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.

Investment Advisor 52

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Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Determine both your annual level of spending and a five- and 10-year goal for portfolio returns.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

SEPTEMBER 12, 2016

An investment in defense contractors—which tend to perform independently of economic growth—provides diversification that could help buffer a portfolio against setbacks from a slowing global expansion. From 2009 until 2015, China annually boosted its defense budget by $10 billion to $15 billion, spending $146 billion last year.

Budgeting 52

Budgeting Communication Clients Commission 52

Brown Advisory

SEPTEMBER 12, 2016

An investment in defense contractors—which tend to perform independently of economic growth—provides diversification that could help buffer a portfolio against setbacks from a slowing global expansion. From 2009 until 2015, China annually boosted its defense budget by $10 billion to $15 billion, spending $146 billion last year.

Budgeting 52

Budgeting Communication Clients Commission 52

Trade Brains

AUGUST 25, 2024

Are you looking to diversify your investment portfolio with new opportunities? Known for their stability and historical significance, these metals remain a cornerstone in many investment portfolios. Consider your overall portfolio: Your investment in crypto, including BTC/USD should be part of a diversified portfolio.

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ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions. A Matter of Time.

Asset Allocation 52

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Brown Advisory

SEPTEMBER 12, 2016

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. They then construct their portfolios by using traditional measures for valuation and performance.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. They then construct their portfolios by using traditional measures for valuation and performance.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Trade Brains

DECEMBER 3, 2023

Smallcase: A platform that offers thematic investment options to its clients with a portfolio of stocks or ETFs. From 2005-2009, the Company ventured into Active Trader Services & also offered online currency derivates. Sensibull: This platform offers simple strategies in Options Trading for newbies to trade with. Market Cap (Cr.)

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Clients Healthcare Manufacturing Communication 59

Brown Advisory

MARCH 1, 2016

Regulatory: Finally, regulation and central-bank activity has heavily influenced markets since the 2008-2009 financial crisis. During the past 12 months, we have shifted to a slightly more defensive position in client portfolios. This communication and any accompanying documents are confidential and privileged.

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Clients Economy Banking Investments 52

James Hendries

JUNE 26, 2023

Communication services, consumer discretionary, industrials, and technology enjoy the best sector breadth and the highest percentage of stocks outperforming the market this year. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. All index data from FactSet.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Brown Advisory

SEPTEMBER 11, 2016

More so than any other time since the financial crisis we believe that a winning investment portfolio today needs a thoughtful focus on both. There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Shield or sword? small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

More so than any other time since the financial crisis we believe that a winning investment portfolio today needs a thoughtful focus on both. There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Shield or sword? small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Workable Wealth

JUNE 24, 2020

We experienced the largest bull market run in history from 2009 to March 11, 2020. Since volatility looks at the statistical return of a specific asset or index, it’s important to understand how it works and what influence it may have on your risk tolerance and portfolio management. . The rise precedes another 20% drop.

Investments 52

Investments Investing Marketing Marketing 52

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investments 52

Investments Investing Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investments 52

Investments Investing Clients Portfolio Management 52

Trade Brains

FEBRUARY 2, 2024

Vinay Sanghi has headed the organization since its inception in 2009. 440.65 ₹ 29,320 65.50% One97 Communications Ltd. .) ₹ 21,360 EPS (TTM) ₹ 24.06 Stock P/E (TTM) 30.32 Promoter Holdings (%) 31.30% FII Holdings (%) 50.22% RoE 14.84% RoCE 13.39% Enterprise Value (Cr.) ₹ 24,789.60 Price to Book Value 4.5 CarTrade Tech Ltd.

Healthcare 59

Healthcare Wealth Management Insurance Financial Services 59

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. That allows you to do two things.

Management 130

Management Investments Investing Government 130

ClearMoney

DECEMBER 5, 2021

Even Japan, with debt/GDP levels above 200% from 2009 to 2018, returned a positive equity premium in seven of those 10 years. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. This material is not a sales communication. and top 87.5%

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

Even Japan, with debt/GDP levels above 200% from 2009 to 2018, returned a positive equity premium in seven of those 10 years. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. This material is not a sales communication. and top 87.5%

Government 52

Government Commission Economics Distribution 52

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. They’ll construct the portfolio. Let’s talk a little bit about portfolio analytics, financial planning tools.

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Clients Financial Advisor Taxes Investments 280

The Big Picture

JULY 26, 2022

WEAVER: Well, thankfully, we were — I really communicated a lot with Doug and Tom, and they understood. I’ve had a coach since 2009. And so, coaching was an exercise — back then in 2009, it was not very well known and it was definitely an exercise in humility of saying, “I think I need some help.”

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Numbers Investing Investments Management 293

The Big Picture

APRIL 4, 2023

So a very different dynamic than we saw back in 2007, 2008, 2009. So when you think about the individual exposure to a specific name, in our funds, it represents less than one half of 1 percent of the portfolio. And I think that what our investors saw is that, number one, our portfolio held up incredibly well. RITHOLTZ: Right.

Banking 144

Banking Management Investments Investing 144

The Big Picture

SEPTEMBER 10, 2024

And so it’s, it’s sort of managing that, all of those different constituents with communication. 2009, 10 in that role. And so the last six and a half years, that portfolio has outperformed the s and p by almost 800 basis points annually. So that, that’s the challenge. Annually, okay. So No kidding.

Valuation 157

Valuation Clients Investments Investing 157

Darrow Wealth Management

NOVEMBER 5, 2024

Also note that holding too much non-operating real estate, cash, and/or portfolio assets can disqualify stock from Section 1202 and jeopardize the QSBS tax exemption. This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision.

Taxes 73

Taxes Wealth Management Tax Planning Assets 73

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. We did really well in a relative basis in 2008 and exceptionally well in 2009. RITHOLTZ: This is data, voice, communications no matter where you are on the globe.

Investments 130

Investments Investing Assets Insurance 130

The Big Picture

AUGUST 8, 2022

ADMATI: Portfolio insurance and all these application strategies and all this stuff. ADMATI: But then I worked on trading mechanisms and information getting to prices and informed and uninformed trading and markets for information and newsletters and managed money portfolio theory. RITHOLTZ: Twenty-two, twenty-two point something.

Banking 201

Banking Government Insurance Taxes 201

The Big Picture

OCTOBER 17, 2023

They understand that, they recognize it and you know, we’re always communicating with them to sort of help them through those periods. We’ve got an EM strategy, we’ve got an international strategy which we launched in 2009, which is non-us. And the second is the fees. Those would be the main ones.

Investments 130

Investments Investing Clients Numbers 130

The Big Picture

DECEMBER 14, 2022

And interestingly, I’m happy to come back to these things I learned in helping companies through mergers, particularly around things like communications and shareholder relations, and employee engagement that have now served me really well, couple decades later in my career. So I have to ask, what the hell was that like?

Assets 157

Assets Investments Investing Portfolio 157

The Big Picture

OCTOBER 21, 2024

00:07:35 [Speaker Changed] Well, I mean, again, passive, you know, it’s, nowadays if you look at the big banks, they’re doing portfolio trading with large swaths of, of their institutional clients. 2022 was the worst year for hedge funds since 2009, the s and p 500 down 20% bonds down 14%. We do a lot of surveys.

Numbers 144

Numbers Banking Investing Investments 144

The Big Picture

MARCH 12, 2024

And what we figured out in 2009, really when we started buying homes is that we made the bet that it, I mean, it wasn’t a very exotic bet, but we made the bet that the subprime mortgage market wasn’t coming back at all. And so, so starting in 2009, we, we, there was no flip market.

Banking 144

Banking Marketing Marketing Investing 144

The Big Picture

MARCH 14, 2023

RITHOLTZ: So you’re there for 20 years, from 1988 to 2009. So, you know, 2009, what had happened was I was very burnt out. Well, I really thought and I think some of my associates thought that 2009 was a major market low. They wanted to hear a bear story post 2009. Also, how quantitative was it in 2009 and ’10?

Economy 157

Economy Investments Investing Portfolio 157

The Big Picture

AUGUST 23, 2022

I take him through the presentation and he’s not a very sort of friendly or communicative guy and he just stares blankly to me as I’m going through this presentation and the halfway through the presentation, he just gets up and leaves. And this had an unbelievably positive affect on the value of my portfolio.

Government 318

Government Banking Numbers Investing 318

The Big Picture

DECEMBER 26, 2023

So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process. What do you see in, in treasuries and the fixed income half of the portfolio? First, a a I I bears went to the highest level, the most bearers since early 2009. Said, you know what? So that’s one.

Marketing 157

Marketing Marketing Financial Advisor Clients 157

The Big Picture

FEBRUARY 20, 2024

00:09:48 [Speaker Changed] And, and then in January, 2009, we we’re deep into the financial crisis. So that was a big job in the spring of, of 2009. But, you know, it was very touch, touch, touch and go there in the first part of 2009. I didn’t say it was going to happen, but I said it was a possibility.

Economy 144

Economy Banking Marketing Marketing 144