Remove 2009 Remove Communication Remove Valuation
article thumbnail

Strategy of the Week: The Peter Lynch P/E/Growth Investor Model

Validea

Lynch was also a gifted communicator. By using the PEG ratio, Lynch sought to identify stocks that were not only growing quickly but also trading at valuations that made sense relative to that growth. Top 3 Best-Performing Years: 2009 : +62.3% (vs. average annual return , nearly doubling the S&P 500s 15.8%

Banking 80
article thumbnail

Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

And then I moved to San Francisco after business school and was again, quite focused on the private equity space Right before 2009, I felt I was ready to do something else. So I moved to Zurich in 2009 and I left Bain in 2017. Barry Ritholtz : London, a lot of money centers were kind of imploding during 2009.

Insiders

Sign Up for our Newsletter

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

article thumbnail

Private Credit Outshines Many High-Valuation Stocks, Bonds

Brown Advisory

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

article thumbnail

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor

Brown Advisory

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.

article thumbnail

New Bull May Need a Breather | Weekly Market Commentary | June 26, 2023

James Hendries

Communication services, consumer discretionary, industrials, and technology enjoy the best sector breadth and the highest percentage of stocks outperforming the market this year. With the broad market overbought in the short-term from a technical analysis perspective and valuations elevated, stocks may be due for a pause.

article thumbnail

Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). They then construct their portfolios by using traditional measures for valuation and performance. This communication and any accompanying documents are confidential and privileged.

Food 52
article thumbnail

Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). They then construct their portfolios by using traditional measures for valuation and performance. This communication and any accompanying documents are confidential and privileged.

Food 52