Brown Advisory

SEPTEMBER 3, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. Rude Awakening. Thu, 09/03/2015 - 15:10. Europe's Slow Climb.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

DECEMBER 2, 2015

From 2012 until 2014, the MSCI All Country World Index annually rose by an average of 14.1%. percentage points from July 24, 2012, until Jan. We prefer avoiding the rich valuations of consumer staple stocks, investing instead in consumer discretionary stocks and companies with indirect exposure to the consumer.

Economy 52

Economy Taxes Clients Assets 52

The Big Picture

FEBRUARY 17, 2025

00:12:42 [Speaker Changed] Yeah, so I joined in August, 2009, and I left to join Hawaiian Bernstein in late 2012. That is not being reflected in valuations from a top down standpoint. One is, if you think about EM, equity valuations versus the s and p, the EM index is trading at, you know, 10 to 11 times forward pe.

Investing 147

Investing Investments Economics Management 147

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. I’m gonna hold it in my portfolio. Thank you for the cash. And it costs a 65% appreciation.

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. The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. MIAN: Valuations are ebb and flow. In 2012 Facebook went public, the IPO flopped.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

SEPTEMBER 26, 2023

And so the model for Oaktree, you know, has been that we would have investors overseeing the, over the, the, the firm overall, you know, we went public in 2012 and that entrepreneurial history of Oaktree since its founding, required a little bit more institutional framework. 00:37:26 [Speaker Changed] Huh.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

MAY 21, 2024

But then, you know, just in, I think it was 2012 coming out of the financial crisis, you know, after, after one round of QE Europe was in a, you know, a recession, everybody was depressed, 00:15:33 [Speaker Changed] Brexit, grexit, it was all happening. And one of the worst performing factors has been valuation.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

APRIL 8, 2025

You’re there almost a decade, Lisa Shalett : So, and, and from 2012 to 2025, that’s a huge run. But we think that that valuations are there. . ’cause we have the ability to offer these services to all our clients. What’s it been like watching the, how long have you there? I do not believe that.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147