Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.

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Brown Advisory

SEPTEMBER 22, 2017

Fri, 09/22/2017 - 12:58. This is an important challenge to overcome for "ESG" and "impact" investors, but also for mainstream investors who need clarity on the practical performance of companies and investment managers who claim to incorporate ESG goals into their strategies. The Journal of Portfolio Management 40(2): 18-29.

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Brown Advisory

NOVEMBER 28, 2017

Balancing Act | A New Publication Series achen Tue, 11/28/2017 - 13:39 We believe that investing in equities should be a balancing act, not an exercise in placing bets on one side of the market. We will also talk about tools we use to better understand how our portfolios might behave in a downturn.

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Brown Advisory

NOVEMBER 28, 2017

Tue, 11/28/2017 - 13:39. A Series Discussing Active Management In Late-Cycle Equity Markets. We will hear equity research analysts talk about risk and opportunity within the sectors they cover, and portfolio managers discuss the dangers of relying too heavily on traditional valuation metrics.

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Brown Advisory

DECEMBER 18, 2017

Beyond Bottom-Up achen Mon, 12/18/2017 - 16:48 Fundamental investing is a contest of advantage: informational, analytical and behavioral. Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. If they can do it consistently, it may become a formula for long-term success.

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Brown Advisory

DECEMBER 18, 2017

Mon, 12/18/2017 - 16:48. Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Our process was developed and refined by the team that manages our Large- Cap Sustainable Growth Strategy—Portfolio Managers Karina Funk and David Powell, and ESG Research Analyst Emily Dwyer.

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Brown Advisory

NOVEMBER 28, 2017

Balancing Act | A Stroll Down Hindsight Lane achen Tue, 11/28/2017 - 14:27 Market downturns and recessions may seem easy to predict. Even if investors discard the notion of broadly timing the market, they still may have questions about staying invested in actively managed strategies during what they perceive as a risky market.

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Brown Advisory

NOVEMBER 28, 2017

Tue, 11/28/2017 - 14:27. Even if investors discard the notion of broadly timing the market, they still may have questions about staying invested in actively managed strategies during what they perceive as a risky market. Well, we believe that broader economic fundamentals are important for long-term stock valuations. economy.

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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 call this the win-win.”

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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 call this the win-win.”.

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Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. We also tested its sensitivity to various economic and financial considerations (to identify what are commonly referred to as “macro risks”).

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Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk. Mon, 10/16/2017 - 11:53. Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances.

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Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

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Brown Advisory

APRIL 18, 2018

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. In this article, Global Leaders portfolio managers Mick Dillon and Bertie Thomson discuss the dangers of oversimplifying valuation.

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Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing.

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Brown Advisory

JUNE 21, 2017

Wed, 06/21/2017 - 12:35. Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Manager Characteristics. Investment Perspectives - The Great Debate.

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Brown Advisory

AUGUST 14, 2023

At the margin, the factors can be a tailwind as experienced in 2017 and 2018 or a headwind as seen in 2016 and 2022, but when we look at attribution over the past three years in the chart below it shows over 100% of the strategy’s alpha came from individual investment selection or stock-picking as the factors combined were a net negative drag.

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Brown Advisory

MARCH 28, 2019

This model (results will vary depending on asset allocation, economic assumptions and other variables) posits a 43% chance that a 70/30 portfolio under these market and spending conditions will preserve capital over ten years. Increasing equity exposure all the way to 90% only increases the likelihood of preserving capital to 46%.

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Brown Advisory

MARCH 28, 2019

*We would like to acknowledge the work of Peng Wang and John Spinney on this topic over the past several years which helped inspire our own thinking, with particular reference to their article “Combining Science and Judgment to Balance Short-Term and Long-Term Goals” in the Fall 2017 edition of the Journal of Portfolio Management.

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Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. There’s maybe a similar valuation to what you might have seen in 2017, 2018, or 2019.

Marketing 52

Marketing Marketing Investing Investments 52

The Big Picture

AUGUST 20, 2024

In that trade on a monthly basis, when you run that full strength, it gives the dynamics of something like the XIV, which rose 600% in 2017, right? The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics.

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The Big Picture

OCTOBER 8, 2024

You don’t go for a doctorate in economics. I was an analyst there for two years and then when a opportunity opened up for an internal promotion to portfolio manager in the beginning of 2017, they, they promoted me to that seat. So I went straight to the buy side at that point.

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Healthcare Medicine Portfolio Investing 147

The Big Picture

APRIL 11, 2023

And the second was, of course, the Warren Buffett story that came out the same week, where he essentially called people who post buybacks, you know, economically illiterate. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood. I mean, strong words for Buffett. RITHOLTZ: He was not a fan.

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Valuation Education Numbers Government 298

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. About John “JR” Robinson.

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The Big Picture

MAY 21, 2024

So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter. I mean, we had a global pandemic, a complete shutdown of global economic activity.

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The Big Picture

MARCH 26, 2024

And it’s funny ’cause that was a pandemic purchase, a very inexpensive 2017 Panama four s, which everybody walked away. You get a BA in economics and poli sci from the University of Delaware. And I was a portfolio manager, so I was doing bottom up research and picking stocks. What was the original career plan?

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The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. And we go through long periods, a good example would be post GFC through 2017 where values tough. Program didn’t feel right. RITHOLTZ: No.

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Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. and global economic events.

Economics 52

Economics Portfolio Taxes Numbers 52

The Big Picture

NOVEMBER 25, 2024

00:19:11 [Speaker Changed] The, the challenge is always the transition from the uptrend to the downtrend, which is why you have portfolio managers and allocators arguing who’s responsible. There’s very few, I would argue probably no consistent predictors of, of any sort of economic or market cyclicality.

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Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. Feb 07, 2023 What Are Stock Buybacks and How Did They Rise Above $1 Trillion? link] Deficient article.

Banking 59

Banking Government Economics Taxes 59

Carson Wealth

JANUARY 21, 2025

over the last two years (through the third quarter of 2024), which is faster than the 2017-2019 pace of 2.8%.Things Our proprietary Carson Leading Economic Index (LEI) for the U.S. Our proprietary Carson Leading Economic Index (LEI) for the U.S. In fact, real GDP has grown at an annualized pace of 3.0% What Lies Ahead?

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