The Better Letter

JANUARY 26, 2024

2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” percent in 2014; HSGFX declined 8.50 ” That may have been a perfectly appropriate asset allocation for Professor Markowitz, of course, but his thinking was far more fear-based than analytically driven.

Assets 103

Assets Valuation Management Investing 103

Brown Advisory

JUNE 21, 2017

A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. In short, every situation is different.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. In short, every situation is different. 1 [link] AssetFlows/AssetFlowsJan2017.pdf

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

SEPTEMBER 22, 2017

Finally, a growing number of meta-analyses conclude that incorporating ESG issues into investment decision making generates better returns than comparable non-ESG strategies (Clark, et al., Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." Hammond, and W. Springsteel.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Finally, a growing number of meta-analyses conclude that incorporating ESG issues into investment decision making generates better returns than comparable non-ESG strategies (Clark, et al., Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." References. Hammond, and W. Springsteel.

Portfolio 52

Portfolio Investing Investments 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. The five years ended December 31, 2014 ranked in the top 35 of 139 observations—first quartile, but just barely.

Investing 52

Investing Investments Valuation Assets 52

The Irrelevant Investor

JULY 19, 2016

I first met Wes Gray, CEO/CIO of Alpha Architect in late 2014 and remember thinking, holy s**t, this guy rules. These are two of my favorite quotes From The Intelligent Asset Allocator : Asset allocation is the only factor affecting your investments that you can actually influence.

Investing 52

Investing Investments Asset Allocation Assets 52

The Irrelevant Investor

JUNE 15, 2019

There has been a pretty steep drop-off in participation for people under 25 years old, from 57% in 2014 to 38% in 2017. These numbers are pretty encouraging. 18,500, $24,500 for people 50 or older) The chart below shows overall asset allocation in these plans. The biggest takeaway for me here is the cash number.

Asset Allocation 52

Asset Allocation Retirement Accounting Distribution 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. over the last 100 years (1915–2014), but interestingly, they increased to 7.9% Thus, it’s important to have a view on this key question. over the more recent 30-year period.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. over the last 100 years (1915–2014), but interestingly, they increased to 7.9% Thus, it’s important to have a view on this key question. over the more recent 30-year period.

Investing 52

Investing Investments Portfolio Assets 52

Truemind Capital

OCTOBER 17, 2023

We maintain our underweight position to equity (check the 4th page for asset allocation) on the back of pricey markets. The inflation numbers released on 12th October for September 2023 in the US & India are 3.7% (more than consensus estimate) and 5% (less than consensus estimate) respectively.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

The Better Letter

APRIL 20, 2023

Asset allocation is more important than the selection of a portfolio’s component parts. All other things being equal, ETFs are better than mutual funds. Simple generally beats complex. Complex instruments, reaching for yield, and illiquidity are usually more dangerous than they appear. the shock persisted in the long term.

Investing 84

Investing Investments Distribution Risk Tolerance 84

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 141

Banking Management Investing Investments 141

The Big Picture

JANUARY 31, 2023

And in my career, I feel like the Canadian, they produce a large number of economists. I mean, when we had that first employment number that sort of knocked the lights on, everyone was kind of surprised because we were all keying off the initial claims data, right? It’s a giant number. DUTTA: — and he still is.

Economics 141

Economics Economy Marketing Marketing 141