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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

5 seed Targa Resources ( TRGP ) knocks out #11 Charter Communications ( CHTR ). EOG is poised to breakout and trades at bargain valuation of about nine times earnings (relative to the S&P at 23 times earnings and a touch under the overall energy sector of 12 times earnings).

Investing 105
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In Too Deep? The Risks From Sub-Zero Rates

Brown Advisory

The ECB’s introduction of a negative rate in June 2014 has had no obvious impact on banks’ excess reserve accumulation. They should exercise caution when reaching for yield—valuations of some high-dividend, low-growth stocks already look excessive in our view. and 0.5%, respectively, or 0.2 percentage points and 0.5

Banking 52
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Demystifying Systematic Fixed Income Investing

ClearMoney

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. Decades of research on stock returns has produced a vast number of published factors.

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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

The highest federal marginal tax bracket in 2015 is 39.6% (as it was in 2014). Recharacterization: But what if you converted a traditional IRA to a Roth at a time when the assets were at peak valuation, and the value of the assets have since declined? As always, we are available to discuss your situation and assist you however we can.