2010 Numbers Portfolio Portfolio Management 
The Big Picture
DECEMBER 19, 2023
There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year.
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. RITHOLTZ: Sure.
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Brown Advisory
MAY 31, 2017
EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Over the long term, that stance has paid off.
Brown Advisory
MAY 31, 2017
EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.
The Big Picture
AUGUST 16, 2022
And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. So if you could say that the maximum size of a trend was, say, 100, maybe you might capture 60% or 70% of that trend.
The Big Picture
DECEMBER 6, 2022
And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.
Brown Advisory
JUNE 3, 2015
The boom in sustainable strategies has made it far easier than even five years ago to construct a sustainable portfolio across asset classes—from stocks to fixed income to compelling private equity alternatives. That’s up a staggering 88% from 2010. Today, however, we can boost that to 80% in a balanced portfolio.
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