Remove 2014 Remove Communication Remove Numbers Remove Valuation
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Private Credit Outshines Many High-Valuation Stocks, Bonds

Brown Advisory

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

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March Madness: Final Four Investing Bracket 2024

Dear Mr. Market

In other words, these investments (or “teams”) are ranked and seeded on a number of factors but one of the main drivers is how hot they recently performed within the past few months or recent year. 5 seed Targa Resources ( TRGP ) knocks out #11 Charter Communications ( CHTR ).

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Demystifying Systematic Fixed Income Investing

ClearMoney

Decades of research on stock returns has produced a vast number of published factors. Valuation theory helps us identify relevant factors by providing insights about differences in expected returns across stocks. 20591, National Bureau of Economic Research, October 2014). This material is not a sales communication.

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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

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. While valuation is critical to our approach, it occurs near the end of our process. A: One is Cogent Communications (CCOI).

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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

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. While valuation is critical to our approach, it occurs near the end of our process. A: One is Cogent Communications (CCOI).

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Strategic Advisory Letter | 2015 Year-End Planning Checklist

Brown Advisory

In this letter, we outline a number of tax-saving and other opportunities to consider before the close of the year. The highest federal marginal tax bracket in 2015 is 39.6% (as it was in 2014). As always, we are available to discuss your situation and assist you however we can. Overview of 2015.

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Transcript: Graeme Forster, Orbis Investments

The Big Picture

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

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