The Big Picture

AUGUST 16, 2022

The basic concept is when one of these asset classes starts a long move, they tend to go much further and much longer than people typically expect, and you want to capture as much of that move as possible. So different time horizons, different assets. What assets are they in? I don’t know if all our listeners are.

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Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap achen Thu, 06/14/2018 - 10:27 The NOW conference is always memorable, but this year’s conference included some particularly compelling and provocative ideas. Jane Korhonen, a portfolio manager in our Washington, D.C.

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Investing Investments Clients Numbers 52

Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap. Thu, 06/14/2018 - 10:27. I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. Jane Korhonen, a portfolio manager in our Washington, D.C.

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Investing Investments Clients Numbers 52

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question.

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The Big Picture

FEBRUARY 28, 2023

They run over $135 billion in assets. And I went to pitch this asset management guy on why he should come be a part of that process. LAYTON: So every client that we have, every asset that we own is a result of somebody getting on an airplane and — RITHOLTZ: Right. I think we are very much an owner of assets.

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Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. In the past, spend-rate planning was a fairly straightforward task for investment committees.

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Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. In the past, spend-rate planning was a fairly straightforward task for investment committees.

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Asset Allocation Portfolio Assets Clients 52

Trade Brains

JUNE 9, 2023

The company started as a joint venture in 2001 with Abrdn Investment Management, after registering with SEBI in 2000. trillion rupees in assets under management (As Of Mar 31, 2023). Since listing in August 2018, HDFC AMC has given a low return of 5.8 The AMC has ₹4.4 Stock P/E 27.8 ROCE 32.3 % ROE 24.5 % Face Value ₹ 5.00

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Ballast Advisors

NOVEMBER 29, 2022

Good portfolio management focuses on after tax rate of returns,” says Ballast Advisors Managing partner Paul Parnell. Tax harvesting is a method of investing that involves buying and selling assets in order to reduce capital gains taxes. Timing is key. You have until Dec. 31 to harvest the losses,” says Parnell.

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Taxes Portfolio Management Sales Portfolio 40

Brown Advisory

OCTOBER 11, 2021

Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. Source: BLOOMBERG.

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Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 11, 2021

Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. Source: BLOOMBERG.

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Assets Portfolio Asset Allocation Risk Tolerance 52

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

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. Balancing Act | For Good Measure: How We Value Global Leaders.

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The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. If you recall, back in 2018, vol Mageddon, he was on the right side of that trade, made hundreds of millions of dollars for his firm in identifying a structural problem that was about to blow up. Mike Green : Barry, thank you for having me.

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Assets Management Portfolio Taxes 167

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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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.

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The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. MIELLE: Well, I mean, it was a fairly new asset class. New asset class for this type of investing as well. RITHOLTZ: Right.

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Assets Investing Investments Management 280

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. I think the China EV, I think BYD would be a key asset to own this decade. RITHOLTZ: So let’s talk a little bit about what Stray Reflections is today and who your clients are.

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Marketing Marketing Economy Valuation 130

Trade Brains

JULY 23, 2022

They just not stuck into the broking business but also entered many new avenues eventually such as private equity, investment banking, mutual funds, portfolio management service, wealth management and all of that a typical financial service company would provide. Choice launched its online trading platform – Jiffy in 2018.

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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. In early 2015, Scott sold his ownership interest in the firm.

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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. Whereas in 1980, 70% of it was manufacturing asset intensive, et cetera.

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Numbers Banking Management Marketing 144

The Better Letter

JANUARY 11, 2024

A similar academic study from 2018 found roughly 48 percent accuracy. Like it or not, the unimaginable outcomes are the ones that make the biggest spread between expected asset returns and the actual result.” To find the answer, CXO collected and investigated 6,584 forecasts from 2005-2012 for the U.S. percentage points annually.

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Economy Economics Math Banking 100