Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. 5 seed Targa Resources ( TRGP ) knocks out #11 Charter Communications ( CHTR ). While we absolutely nailed being bullish on the U.S.

Investing 105

Investing Investments Portfolio Assets 105

Brown Advisory

MARCH 14, 2023

One of our portfolio managers, Ken Stuzin will tell you that none of our holdings are “sacred cows”, but in the same breath he’ll mention that ISRG CEO Gary Guthart is among the very best executives that he’s ever met. Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach.

Clients 97

Clients Investing Investments Sales 97

Brown Advisory

MARCH 14, 2023

Time/Long-Term This morning, we met with the management team of Intuitive Surgical (ISRG), One of our portfolio managers, Ken Stuzin will tell you that none of our holdings are “sacred cows”, but in the same breath he’ll mention that ISRG CEO Gary Guthart is among the very best executives that he’s ever met.

Clients 81

Clients Investing Investments Sales 81

Brown Advisory

SEPTEMBER 12, 2016

In 2001, Nancy* decided to bring the same focus to the foundation’s investment portfolio. To date, the Klavans have aligned more than 85% of their portfolio to sustainable investing and nearly 100% is fossil-fuel free. Since January 2014, their foundation’s portfolio has outperformed the 4.7%

Investing 52

Investing Investments Portfolio Communication 52

Brown Advisory

SEPTEMBER 12, 2016

In 2001, Nancy* decided to bring the same focus to the foundation’s investment portfolio. To date, the Klavans have aligned more than 85% of their portfolio to sustainable investing and nearly 100% is fossil-fuel free. Since January 2014, their foundation’s portfolio has outperformed the 4.7%

Investing 52

Investing Investments Portfolio Communication 52

Trade Brains

NOVEMBER 2, 2023

The company has partnered with seven ministries and autonomous bodies, including the Ministry of Finance, education, electronics and information technology, communications, commerce and industry, skill development and entrepreneurship, and information and broadcasting. million in Fiscal 2014 to 824.9 million in Fiscal 2022.

Government 59

Government Taxes Economy Electronics 59

Brown Advisory

SEPTEMBER 12, 2016

While generating just a small part of their revenues from these products, these companies pose a dilemma to investors who want to purge their portfolios of connections with guns, alcohol or the military. Screening can also help investors to better know what they own, or gain a richer understanding of the components in their portfolio.

Clients 52

Clients Portfolio Distribution Communication 52

Brown Advisory

SEPTEMBER 12, 2016

While generating just a small part of their revenues from these products, these companies pose a dilemma to investors who want to purge their portfolios of connections with guns, alcohol or the military. Screening can also help investors to better know what they own, or gain a richer understanding of the components in their portfolio.

Clients 52

Clients Portfolio Distribution Communication 52

Trade Brains

MARCH 22, 2023

Many others, even if they have the skills, do not have adequate time to manage their portfolio. The fund’s objective is to generate capital appreciation from a portfolio of predominantly equity and equity-related securities falling under the category of large-cap companies. They then invest in mutual funds.

Assets 52

Assets Banking Management Investing 52

Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Our entire portfolio is built on this philosophy. of the market cap of the S&P 500 Index as of Aug.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Our entire portfolio is built on this philosophy. A DRILLDOWN ON OUR PORTFOLIO. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100). Mon, 10/28/2019 - 14:59.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

SEPTEMBER 12, 2016

For an investor*, private credit can help diversify a portfolio while complementing other fixed income components such as investment-grade and high-yield bonds. Yukon targets 85% of its portfolio to mezzanine capital and 15% to equity-related structures. We invested in Yukon Capital Partners II, a 2014 vintage fund.

Valuation 52

Valuation Portfolio Banking Communication 52

ClearMoney

DECEMBER 14, 2021

In Dimensional’s case, systematic fixed income is hardly new; we have been managing fixed income portfolios since 1983. For example, a bond trading like one rated BBB may become ineligible for a portfolio restricted to securities rated AA and above, even if its stated rating meets the portfolio’s guidelines.

Investing 52

Investing Investments Commission Distribution 52

Brown Advisory

NOVEMBER 12, 2015

As always we look to balance your assets between a liquid operating fund for current needs, a core investment portfolio for long-term preservation or appreciation, and an opportunistic pool for timely investments, taking into account your long-term investment objectives as well as any nearterm requirements for funds. Overview of 2015.

Planning 52

Planning Taxes Distribution Medical 52

Brown Advisory

SEPTEMBER 11, 2016

More so than any other time since the financial crisis we believe that a winning investment portfolio today needs a thoughtful focus on both. There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Shield or sword? small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

More so than any other time since the financial crisis we believe that a winning investment portfolio today needs a thoughtful focus on both. There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Shield or sword? small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

MARCH 1, 2016

The collapse of oil prices—Brent crude prices have fallen from more than $100 in mid-2014 to a $30-$35 range today—has jolted the industrial sector. In their 2014 book, Think Like A Freak, they talk about our reluctance as a species to say these words. This communication and any accompanying documents are confidential and privileged.

Clients 52

Clients Economy Banking Investing 52

The Better Letter

NOVEMBER 2, 2023

He spends way more time on how to save $1,000 than on what your investment portfolio should look like. “And over the past 30 years, my little portfolio … has averaged 12, most years over 13 percent.” An investment portfolio is a luxurious afterthought. Did I mention that he’s a big deal? Now and forever.

Certified Financial Planner 93

Certified Financial Planner Investing Investments Portfolio 93

The Big Picture

OCTOBER 17, 2023

They understand that, they recognize it and you know, we’re always communicating with them to sort of help them through those periods. We do have multi-asset strategy called balanced, which we launched in 2014 15. And so the critical component in terms of managing a portfolio or finding great ideas is flexibility.

Investing 130

Investing Investments Clients Management 130

The Big Picture

AUGUST 29, 2022

BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there.

Assets 161

Assets Management Marketing Marketing 161

The Big Picture

APRIL 4, 2023

And so, you know, I went to David and Bill in 2014, and we had kind of served out our three-year term there. So you know, I’ve formed a relationship back in 2014, ’15 with Jose Minaya, who is now the CEO of Nuveen and actually still sits on our board today. And you know, for me, I also saw the business changing. RITHOLTZ: Right.

Banking 141

Banking Management Investing Investments 141

The Big Picture

JULY 31, 2023

And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record. HOFFMAN: Actually, he responded pretty responsibly, put out, I think, two shareholder letters about a week apart in late March, and actually did what no portfolio manager usually loves doing, which is he deconstructed the trade.

Retail 130

Retail Government Economy Economics 130

The Big Picture

FEBRUARY 20, 2024

The New York Fed is kind of, I don’t know how to say this first, amongst the regional feds, because you’re located right in the heart of the financial community. What is the communication like back and forth between the New York Fed and major players in finance, especially in the midst of a crisis like that?

Economy 141

Economy Banking Marketing Marketing 141

The Big Picture

FEBRUARY 12, 2024

That explaining that process and communication to people built confidence. I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job. Why aren’t you?

Management 282

Management Investing Investments Economy 282

The Big Picture

FEBRUARY 7, 2023

COHAN: — right now, that allowed people to communicate with one another. It was like 13 out of 13 in the GE portfolio. But this is why like mainstream Wall Street doesn’t do business with Donald Trump, and this was in, like, 2013, beginning of 2014. And Dave Cote is a great guy, by the way. COHAN: Right.

Engineering 252

Engineering Banking Management Numbers 252

The Big Picture

MAY 16, 2023

So you can imagine that first check multiplied a little bit from 2014 or so. They kept the reputation intact by communicating with their investors. And I mentioned, you said it’s 2014. He was a pre-IPO investor in companies like Facebook and Twitter. I know him from Lindzonpalooza from his early media work.

Media 278

Media Investing Investments Valuation 278