Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. Nate Silver, 2012. by Taylor Graff, CFA.

Investing 52

Investing Investments Clients Portfolio Management 52

Investment Writing

NOVEMBER 20, 2024

For example, “A number of good things happened last year, but let’s first get the bad news out of the way,” he says on page 3 of his 2012 shareholder letter (PDF). He admits that the firm’s 2012 gains were “subpar.” Buffett writes like you imagine a trustworthy person would talk.

Compliance 52

Compliance Communication Assets Investing 52

Brown Advisory

SEPTEMBER 3, 2015

By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Rude Awakening. The companies written in bold-face are stocks currently held by Brown Advisory strategies.

Economy 40

Economy Economics Asset Allocation Banking 40

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. There is no obvious parallel today.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

FEBRUARY 17, 2025

So during my time there, I was probably employee number four or five. 00:12:42 [Speaker Changed] Yeah, so I joined in August, 2009, and I left to join Hawaiian Bernstein in late 2012. In fact, I think the number is net of fees 10 years out, it’s like 93% underperform the benchmark in in us. What’s that like?

Investing 147

Investing Investments Economics Management 147

The Big Picture

AUGUST 20, 2024

The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what? Thank you for the cash.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. RITHOLTZ: You had 1987, you had 1997, you had 1998 there were a number of really substantial. But number two is from a demographic standpoint. In 2012 Facebook went public, the IPO flopped.

Marketing 130

Marketing Marketing Economy Valuation 130

Trade Brains

JULY 23, 2022

Competing with big players like HDFC and ICICI is indeed a difficult task but Zerodha has managed to remain the Number One discount broker of the country. The ICICI Direct which is a part of ICICI Securities ranks number one in the full-service stockbrokers’ list. Upstox started as RKSV in 2012 and rebranded to Upstox in 2015.

Accounting 52

Accounting Financial Services Insurance Planning 52

The Big Picture

SEPTEMBER 26, 2023

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. Crazy number. And I think my employers appreciated it because I wasn’t trying to, you know, be a portfolio manager before my time. Some, some, yeah.

Banking 130

Banking Investing Investments Clients 130

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. What do they have, 90000 plus CFPs?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

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 298

Valuation Education Numbers Government 298

The Big Picture

MAY 21, 2024

So it’s got this math angle where it, you know, it’s all numbers, but then there’s this behavioral angle and psychological angle where, you know, it’s, it’s kind of a fun problem to tackle. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. I was traveling and on an airplane all the time. So I took the plunge, I quit.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Better Letter

JANUARY 11, 2024

To find the answer, CXO collected and investigated 6,584 forecasts from 2005-2012 for the U.S. As my friend Morgan Housel has explained , “Every forecast takes a number from today and multiplies it by a story about tomorrow.” What’s the number of predicted collapses before “imminent” has no meaning?

Economy 96

Economy Economics Math Banking 96