The Big Picture

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund.

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Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. We have been working hard to fulfill this commitment over the past 15 months, enhancing our offerings in a number of areas.

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Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios. Mon, 09/12/2016 - 08:16. At the time I wrote that our firm was fully committed to helping clients sort through an array of choices in sustainable investing, and to developing a tailored approach for each client—one that best fits their long-term goals.

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Brown Advisory

DECEMBER 2, 2015

Debt in well-managed companies positioned to weather an economic slump return nearly three times the 2.3% But at the same time, with 5% of high-yield bonds selling at distressed levels, we see a market indication that corporate bankruptcies may rise in 2016. expansion will end in 2016. yield of the 10-year Treasury bond.

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Brown Advisory

SEPTEMBER 12, 2016

Five Ways to Invest That Make the World a Better Place achen Mon, 09/12/2016 - 11:11 Henry David Thoreau did not live to see the rise of impact investing, but he captured the spirit of it with a simple insight—“Goodness is the only investment that never fails.” 6, 2016, Acuity stock has surged 35% and 564%, respectively. Green bonds.

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Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 11:11. 6, 2016, Acuity stock has surged 35% and 564%, respectively. Our Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. We assess the potential return and risk for a green bond no differently than we do for any other bond that we buy for clients. Green bonds.

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Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. “We We call this the win-win.”

Portfolio 52

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Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. “We We call this the win-win.”.

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Brown Advisory

SEPTEMBER 12, 2016

Diving Deep: Achieving Outperformance By Using Environmental Research achen Mon, 09/12/2016 - 10:22 ARM Holdings rose to dominance among makers of smartphone microprocessors by focusing on energy efficiency rather than pure computational power and speed. As a result, strategies focused on sustainability range broadly in performance.

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Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 10:22. On July 18, 2016, Softbank announced plans to buy the company at a 43% premium to the prior day’s closing price. When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Diving Deep: Achieving Outperformance By Using Environmental Research.

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Food Executive Compensation Portfolio Management Valuation 52

Trade Brains

NOVEMBER 4, 2023

In addition to this, it offers other services such as portfolio management, consultancy, etc. With the existing happy clients, the company aims to give customer-centric service to its clients. Robo Trader Incorporated in 2016 by Tycoon Pacific, Robotrader is a multidisciplinary creative algo trading platform.

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Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . One family we advise wants to support local businesses with a regionally focused portfolio. That can be a mistake.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

Brown Advisory

MARCH 28, 2017

31, 2016, Acuity stock surged by 336%. Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. We purchased a Georgia Power green bond in 2016 that is backing the production of 250 megawatts of wind energy for a utility with a strong sustainability profile. 1 Green bonds.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

MARCH 28, 2017

31, 2016, Acuity stock surged by 336%. Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. We purchased a Georgia Power green bond in 2016 that is backing the production of 250 megawatts of wind energy for a utility with a strong sustainability profile. Green bonds.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

DECEMBER 2, 2015

We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. Heading into 2016, these trends show no sign of fading. Six of these moves have benefited client portfolios. China, the world’s No.

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The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. We have most of our clients from Europe.

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Brown Advisory

JUNE 14, 2017

In 2016, the SEC reported that, under the initiative, the agency had filed actions against “underwriting firms comprising 96 percent of the market share for municipal underwritings.” This is why we believe that competent research and portfolio management are so important today. The results were discouraging.

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Brown Advisory

JUNE 14, 2017

In 2016, the SEC reported that, under the initiative, the agency had filed actions against “underwriting firms comprising 96 percent of the market share for municipal underwritings.” This is why we believe that competent research and portfolio management are so important today. The results were discouraging.

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Retail Compliance Clients Management 52

Brown Advisory

SEPTEMBER 11, 2016

Investors Facing Rising Risks Need Solid Defense, Savvy Offense achen Mon, 09/12/2016 - 02:00 As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

Mon, 09/12/2016 - 02:00. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. From June 2014 until February 2016, the oil price plunged 75%.). Investors Facing Rising Risks Need Solid Defense, Savvy Offense.

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Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 3, 2015

But with Congress facing its own fiscal challenges and a national election scheduled for November 2016, betting on a lawmaker rescue does not appear to be an especially promising investment. The hazards of appropriation bonds underscore the value of a bottom-up approach to building a municipal bond portfolio. Europe's Slow Climb.

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Transportation Economy Government Asset Allocation 52

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. According to Morningstar (which tracks mutual funds and their performance), more than 80% of all actively managed U.S. equity funds in 2016 alone.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. According to Morningstar (which tracks mutual funds and their performance), more than 80% of all actively managed U.S. equity funds in 2016 alone.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

SEPTEMBER 22, 2017

It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). The Journal of Portfolio Management 40(2): 18-29. Journal of Portfolio Management. Journal of Portfolio Management.

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Brown Advisory

SEPTEMBER 22, 2017

It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). The Journal of Portfolio Management 40(2): 18-29. Journal of Portfolio Management. Journal of Portfolio Management.

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Portfolio Investing Investments Management 52

The Irrelevant Investor

JANUARY 19, 2019

Vanguard is now ubiquitous, managing more than $4 trillion in client assets. Walter Cabot, the new portfolio manager, wrote: Times change. Portfolio managers would no longer rapidly trade these growth stocks, instead they would invest in blue chips like IBM and Disney, and no price was too rich.

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Brown Advisory

APRIL 1, 2016

Fri, 04/01/2016 - 15:39. After several years of relative calm, investors have had renewed reason to worry about protecting their portfolios. To be sure, we are not suggesting that clients try to “time” the market. Making adjustments like these to portfolios is very different from trying to time the market by moving in and out.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

SEPTEMBER 3, 2015

in 2016, according to the IMF. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. This piece is intended solely for our clients and prospective clients and is for informational purposes only. Quickening Growth. Still, GDP growth in the eurozone will probably quicken to 1.7% Rude Awakening.

Economy 40

Economy Economics Banking Asset Allocation 40

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. The future is rarely the same as the past.

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Brown Advisory

JANUARY 17, 2024

We are in the rejection business and the statistics are stark as to how we should be very careful whenever investing our clients’ hard-earned dollars. Whilst that means missing out on a few more winners, the numbers suggest it will increase our portfolio’s chances of survival in the long run! You have to survive in order to thrive.

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The Big Picture

MAY 13, 2025

But when I left, I think it was about 22 or 23 different managers. And given the design of the product and the client need, we’re trying to meet, we look for the best possible active manager to fill that mandate. He would occasionally plug into the phone system and listened to advisors speaking to clients.

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Sara Grillo

FEBRUARY 13, 2023

Don’t let your clients get taken! According to an article by Larry Swedroe from 2016, controversial investments yield post abnormal returns, generally, and screening them out causes performance to suffer. Swedroe cites a study by Greg Richey from the Summer 2016 issue of The Journal of Investing. 2016, May).

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Investing Investments Clients Portfolio 72

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. And so our customer base is financial advisors and their underlying clients. NORTON: They can be.

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The Big Picture

JANUARY 21, 2025

And it was really the ETF revolution that took indexing and turned it into a national phenomenon that now it surpasses the amount of money inactively managed funds. 00:29:38 [Speaker Changed] So, humble Dollar was launched right at the end of 2016. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management.

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The Big Picture

JULY 24, 2023

RITHOLTZ: So let’s talk a little bit about what Stray Reflections is today and who your clients are. MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. The millennials started doing that in 2016. Tell us a little bit about your research.

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The Big Picture

AUGUST 20, 2024

And if I’m gonna run through that language and, and help explain it, the single biggest contributor to that research was actually a 2016 paper by Lace Peterson, an A QR brilliant individual who wrote a paper called Sharpening the Arithmetic of Active Management. I’m gonna hold it in my portfolio.

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