Brown Advisory

OCTOBER 22, 2021

For a corporation, human capital is crucial to its ability to innovate and to mitigate against operational disruptions, just as it is key to a country’s ability to grow and develop economically. We evaluate each sovereign on key ESG factors that we believe can affect political stability, promote economic growth and drive progress on the U.N.

Government 52

Government Education Economics Investing 52

Brown Advisory

OCTOBER 22, 2021

Our sustainable investing philosophy and process were developed in-house and are supported by a robust team of ESG research analysts, portfolio managers and other dedicated professionals. ESG risks and sustainable opportunities ultimately have an impact on a country’s potential for economic growth and political stability.

Government 52

Government Education Economics Investing 52

Brown Advisory

SEPTEMBER 3, 2015

War and financial turmoil— the bane of Europe’s economic well-being last century—are currently veiling a rebound in regional growth and unanticipated vigor among European companies. Morgan began tracking this data in 2009. That is the highest level since quarterly data collection began in 2009. . Exceeding Expectations.

Economy 40

Economy Economics Asset Allocation Investing 40

Brown Advisory

SEPTEMBER 22, 2017

The methods for doing this involve very large data sets that build broad, hypothetical portfolios and back-test them over long periods of time to determine correlations that may define systematic, or beta, risk factors. 84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009).

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

The methods for doing this involve very large data sets that build broad, hypothetical portfolios and back-test them over long periods of time to determine correlations that may define systematic, or beta, risk factors. 84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009).

Portfolio 52

Portfolio Investing Investments Management 52

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right. NORTON: Right.

Portfolio 130

Portfolio Management Assets Investing 130

Brown Advisory

APRIL 1, 2015

Almost exactly five years ago, we wrote a piece entitled Bubbles, which discussed the sharp rally in stocks from the lows of early 2009 and the risks of the growing federal deficit that resulted from government bail-outs and fiscal stimulus during the financial crisis. Investment Perspectives | Bubbles II. Wed, 04/01/2015 - 16:48.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

APRIL 1, 2016

There are many ways to illustrate volatility, but one of the simplest is to add up the number of days in which a market moves up or down by more than a certain amount over a defined period of time. Over the next four years until last August, the number of 1%+ price changes in each 90-day period was consistently under 20.

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. What is that?

Investing 130

Investing Investments Clients Management 130

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Reasons for this tendency are varied.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Manager Characteristics. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

Investing 52

Investing Investments Portfolio Management 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. I was employee number one in London. in June of 2009. RAMPULLA: I don’t know about that.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277

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. WAGNER: You know there are a number of things that occurred. I was like talking through with him how the fund economics worked and what the upside was.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

SEPTEMBER 26, 2023

Not, not terribly busy in 2007 to be honest, but in 2008, 2009, 10, it was by far the busiest time in my career in investing. Ritholtz ] 00:09:37 I recall reading, and I know you can’t say this, but I recall reading that fund return something like 19% a year, some just astounding number. It’s still in the double digits.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

MARCH 14, 2023

You get a BA in Economics from Hamilton College. So obvious question, it’s 1990, technology is about to explode, how do you help a value manager short of saying, psst, go buy growth? So what we did was we figured out the economic rationale, the macroeconomic influences about why growth and value work at any point in time.

Economy 154

Economy Investing Investments Portfolio 154

The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. You can use this in a number of ways. And that’s a pretty good number. Program didn’t feel right. I then got just very lucky.

Valuation 164

Valuation Investing Investments Numbers 164

The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Retail 130

Retail Government Economy Economics 130

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 289

Valuation Education Government Numbers 289

The Big Picture

JULY 19, 2022

You began as a central bank portfolio manager in Finland. And when I was studying in university economics, I did not really get the passion. So, that relationship actually already started when I was a portfolio manager, right? Let’s start just by talking about your career. ILMANEN: Yes. RITHOLTZ: Right.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

JUNE 3, 2024

The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital. At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst.

Math 143

Math Engineering Marketing Marketing 143

The Big Picture

DECEMBER 20, 2022

You put a different number on the piece of paper, and that was the moment that I decided I wanted to start the firm. RITHOLTZ: So given those sorts of numbers, the pullbacks, recoveries, what sort of correlations are there with other types of debt, be it performing or distressed equities and other asset classes? KOENIGSBERGER: Exactly.

Banking 154

Banking Assets Government Investing 154