Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. I could not be more pleased to introduce my colleague Taylor Graff into this equation.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

APRIL 1, 2015

Interestingly, in an unusually large number of instances, the stock prices of the target company and the acquirer have both risen following a deal announcement, while typically only the target’s stock price benefits. Thus, since early 2010, earnings growth of close to 85% has accounted for the vast majority of the doubling in stock prices.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

MARCH 13, 2018

Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact. which has declined from over 6% at the end of the financial crisis in 2010 to less than 2.5% Spending has been supported recently by a reduction in the personal savings rate in the U.S.,

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact. which has declined from over 6% at the end of the financial crisis in 2010 to less than 2.5% Spending has been supported recently by a reduction in the personal savings rate in the U.S.,

Investing 52

Investing Investments Economy Assets 52

The Big Picture

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And fortunately for us, there were a number of large scale alternative asset managers, like Carlyle, that were looking to grow in private credit.

Banking 147

Banking Management Investing Investments 147

ClearMoney

FEBRUARY 22, 2022

One colorful example, known as the Hindenburg Omen, had a brief moment of fame in 2010. When it flashed a “sell” signal on Thursday, August 12, 2010, internet chat rooms and Wall Street trading desks were buzzing the next day, Friday the 13th, with talk of a looming crash, according to the Wall Street Journal.4

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

The Big Picture

AUGUST 20, 2024

The problem is that model, the wisdom of crowds actually requires everybody to have what’s called equal endowment or the same number of votes. And so that incentive where prices get pushed off, if I am the same size and I have the same number of votes as everybody else, I can guide the market back to that. Passive creates?

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

NOVEMBER 8, 2022

And he did — when I met him, let’s say in 2010, he acknowledged that they’ve got things wrong. Now, not too long ago, just before the pre-pandemic period, like late 2010s, they kind of came out when Dow first crossed 36,000. Jeremy called and said, “Would you like to join the asset allocation team?”

Banking 147

Banking Valuation Economy Investing 147

Random Roger's Retirement Planning

DECEMBER 22, 2023

It is very difficult to do but anyone able to pull that off would obviously have a smoother ride and if you play with the numbers, you'd see that you'd come out ahead over the long term. I bought it for clients in 2010 or 2011 and still hold it, so maybe. ARBFX 3.7% JRS 3.9% (short position) MERFX 3.7% There's a lot there, really lot.

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

The Big Picture

JULY 11, 2023

It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. ” Who are the number one users of TurboTax? And you see that in the numbers, right? You have half the number of public companies that you had in 2000. RITHOLTZ: Right.

Management 222

Management Investments Investing Assets 222

The Better Letter

JANUARY 26, 2024

In The Next Great Bubble Boom: How to Profit from the Greatest Boom in History: 2006-2010 , published in January 2006, Dent doubled down on his earlier predictions for the 2000s and called for big gains through the rest of the decade. who became a professor at the University of Michigan before setting up his own asset management firm.

Assets 104

Assets Valuation Marketing Management 104

The Big Picture

MARCH 26, 2024

He wasn’t tactical asset allocator. There’s Saunders is not spelled with a z There’s no numbers added to it. If 00:34:44 [Speaker Changed] You, so wait, gimme those numbers again. He is just, he’s just bearish all the time. It wasn’t the case. But, but the big ones he really nailed.

Marketing 147

Marketing Marketing Investing Investments 147

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. And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. And effectively I did. That’s right.

Math 147

Math Marketing Marketing Engineering 147

The Big Picture

JANUARY 31, 2023

And in my career, I feel like the Canadian, they produce a large number of economists. Like after I left Merrill and when I started at RenMac, if you couldn’t figure out by 2010 or 2011 that the sky is not always falling, you’ll never figure it out. It’s a giant number. DUTTA: — and he still is.

Economics 147

Economics Economy Marketing Marketing 147