2018 Financial Services Portfolio Management 
Carson Wealth
APRIL 14, 2025
Heres the thing weve seen many near bear markets lately from a big picture perspective, including 1990, 1998, 2011, and 2018. All of those years had scary headlines and worries, yet managed to barely miss officially going into a bear market.
Carson Wealth
AUGUST 21, 2023
The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Vehicle production has rebounded to the highest level it has been since 2018, which means it’s even higher than at any point in 2019. As a result, several bearish analysts are changing their tunes.
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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.
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. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.
Brown Advisory
OCTOBER 11, 2021
We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results. An index constituent must also be considered a U.S. equity REITs. © 2021 HFR, Inc. -
Brown Advisory
OCTOBER 11, 2021
We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results. An index constituent must also be considered a U.S. equity REITs. © 2021 HFR, Inc. -
The Big Picture
FEBRUARY 28, 2023
And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. Between, you know, the 2018 time period and 2021, the public markets experienced multiple expansion on an EV to EBITDA basis of about 11, 12 times, historically.
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