Brown Advisory

MAY 31, 2017

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. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Big Picture

APRIL 14, 2023

When I first launched “Masters in Business” in 2014, I spent a lot of time begging ( begging !) So when Brendan reached out and asked to come on to discuss behavioral finance and financial planning, I felt like paying it forward was the right way to go. guests to come on.

Clients 286

Clients Wealth Management Financial Services Planning 286

The Better Letter

JANUARY 26, 2024

As Morgan Housel has cautioned : “The business model of the majority of financial services companies relies on exploiting the fears, emotions, and lack of intelligence of customers. who became a professor at the University of Michigan before setting up his own asset management firm. percent in 2014; HSGFX declined 8.50

Assets 103

Assets Valuation Management Investing 103

Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e.,

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e., Less Efficient Asset Classes.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

SEPTEMBER 20, 2017

While this was frustrating at times, it produced a valuable asset – a sizeable library of fully vetted “up cap” growth ideas. After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

While this was frustrating at times, it produced a valuable asset – a sizeable library of fully vetted “up cap” growth ideas. After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. So fixed income is now a substantial percentage of our assets. For, for hedge fund or for, 00:06:29 [Speaker Changed] So that was actually Montgomery Asset Management.

Management 152

Management Investing Investments Portfolio 152

The Irrelevant Investor

NOVEMBER 11, 2015

This is from a large asset management company which manages almost $100 billion. Meanwhile, active managers have the ability to mitigate risk by reducing exposures to expensive areas that will be hit hardest, and conversely, increase exposure as sectors or asset classes recover to capture upside as the new market cycle begins."

Management 52

Management Financial Services Valuation Assets 52

The Irrelevant Investor

JULY 19, 2016

It's the assets you have to worry about. I first met Wes Gray, CEO/CIO of Alpha Architect in late 2014 and remember thinking, holy s**t, this guy rules. A large swath of the financial services industry would love to have you believe in their magic. TREASURIES FALL; HUSSEIN CAPTURES BOOSTS ALLURE OF RISKY ASSETS.

Investing 52

Investing Investments Asset Allocation 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

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

SEPTEMBER 11, 2016

As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. From June 2014 until February 2016, the oil price plunged 75%.) S&P 500 is a registered trademark of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc.

Economics 52

Economics Economy Communication Clients 52

Brown Advisory

SEPTEMBER 11, 2016

As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. From June 2014 until February 2016, the oil price plunged 75%.). S&P 500 is a registered trademark of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc.

Economics 52

Economics Economy Communication Clients 52

The Big Picture

SEPTEMBER 5, 2023

RITHOLTZ: (LAUGHTER) MILLER: But in reality, the buyers that zoomed out to the suburbs were largely from the rental market because they weren’t anchored to another asset. Housing itself, it’s just a slow moving asset. There’s been a lot of emphasis on sort of competing with New York, bringing financial services there.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

MAY 16, 2023

So you can imagine that first check multiplied a little bit from 2014 or so. So I was very heavy in financial services stock, which was a great lead gen engine. Why wouldn’t you, you can buy a fintech assets for 90, 90 cents off the dollar. And I mentioned, you said it’s 2014. So we like to win.

Media 278

Media Investing Investments Valuation 278

The Big Picture

JANUARY 31, 2023

DUTTA: And the thing is that it never got as low as it did in 2014 despite 7 percent mortgage rates, right? But a lot of the rally in the dollar, say, from 2014, to, you know, up until recently, I mean, a lot of that was just growth differentials, right? DUTTA: Right, exactly. So what does that tell you about underlying demand?

Economics 141

Economics Economy Marketing Marketing 141