Brown Advisory

SEPTEMBER 12, 2016

31, 2009, proving that attractive investment returns can be achieved by focusing on companies that manifest Environmental Business Advantage™. We also launched two sustainable fixed income strategies—a core portfolio and a tax-exempt portfolio— during the past year. They are intended for the sole use of the addressee.

Portfolio

Brown Advisory

SEPTEMBER 12, 2016

31, 2009, proving that attractive investment returns can be achieved by focusing on companies that manifest Environmental Business Advantage™. We also launched two sustainable fixed income strategies—a core portfolio and a tax-exempt portfolio— during the past year. They are intended for the sole use of the addressee.

Portfolio

The Big Picture

DECEMBER 6, 2022

You have the liquidity, the tax efficiency, the transparency. But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. I mean, one of our first ETF was our China Consumer ETF that we launched in 2009. BERRUGA: Yeah. Wait, markets go down?

Clients

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. As a result, strategies focused on sustainability range broadly in performance. economy.

Food

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. As a result, strategies focused on sustainability range broadly in performance. economy.

Food

Brown Advisory

SEPTEMBER 3, 2015

Morgan began tracking this data in 2009. That is the highest level since quarterly data collection began in 2009. . By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Companies with the biggest earnings surprises range across sectors from health care, to telecoms, to industrials. Rude Awakening.

Economy

Brown Advisory

SEPTEMBER 11, 2016

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. This decade poses its own distinct set of economic challenges, many of which are aftershocks from the 2008—2009 financial crisis. small-cap stocks. versus 1.9

Economics

Brown Advisory

SEPTEMBER 11, 2016

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. This decade poses its own distinct set of economic challenges, many of which are aftershocks from the 2008—2009 financial crisis. small-cap stocks. versus 1.9

Economics

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.

Asset Allocation

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investments

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investments

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. They’ll do tax planning, right? in June of 2009.

Clients

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. RITHOLTZ: It’s not March 2009. NORTON: Yeah. NORTON: Yeah. NORTON: Yeah. NORTON: Yeah.

Portfolio

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. WAGNER: Yes, big, big tax on vehicles there. No income tax though.

Investing

The Big Picture

OCTOBER 17, 2023

[Barry Ritholtz] : 00:17:05 [Speaker Changed] The, the rule to be tax exempt in the US is you have to disperse 5% of the foundation. You don’t have to pay any tax and just let the rest ride. We’ve got an EM strategy, we’ve got an international strategy which we launched in 2009, which is non-us.

Investments

The Big Picture

APRIL 11, 2023

RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. DAMODARAN: If I can throw this out to my class, and the first thing they come up with is it more tax-efficient to do buybacks than dividends? DAMODARAN: Capital gains then were taxed with 28 percent. DAMODARAN: Right.

Valuation

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. Some famous periods of reversals in market, the most famous spring of 2009 when we came off the GFC. ASNESS: More tax efficient dividend.

Valuation

The Big Picture

JULY 31, 2023

And I said, I’ll go get a master’s and things will be better in 2009, because these are one year programs. Burger King Tim Hortons, I remember very clearly because it was in the middle of those waves of kind of tax dodgy, those inversion deals. RITHOLTZ: Right. But no, I really wanted to be a sports reporter.

Retail

The Big Picture

JUNE 3, 2024

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. So you mentioned financial repression, you and the rest of the quants in your core group, including gun lock, decide to stand up your own firm in 2009.

Math

The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. He worked as a trader. Coopers and Rin Oh, sure. There’s not a process.

Assets

The Big Picture

NOVEMBER 25, 2024

And so graduating right into 2009, right out of the financial crisis, I said, I don’t think I’m gonna get a job. 00:19:11 [Speaker Changed] The, the challenge is always the transition from the uptrend to the downtrend, which is why you have portfolio managers and allocators arguing who’s responsible.

Portfolio

The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. I must have worked for 30, 40 portfolio managers across four, four or five investment firms.

Engineering