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Navigating Geopolitical Events

ClearMoney

If markets stay open and continue to function normally, we generally continue investing our portfolios according to our usual process. In 2019, the Tokyo Stock Exchange closed for 10 days after Japanese Emperor Akihito abdicated the Chrysanthemum Throne. Flexibility is valuable in managing portfolios through these events.

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Medium Size, Large Opportunity: Where to Look?

Brown Advisory

Investors may instinctively flock to small-caps for growth, innovation and portfolio beta. The R1G, as discussed above, has experienced remarkable growth in the information technology and communication services sectors (both technology related), which, in conjunction, represent 58% of the benchmark. Exhibit 3: Sector Composition.

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BLS E-Services IPO Review – GMP, Financials and More

Trade Brains

Additionally, the Company facilitates the delivery of various e-governance initiatives of the State Governments in India by providing various information communication technology (“ICT”) enabled citizen-centric services (“E-Governance Services”) through its touchpoints. Debt to Equity was at a high of 1.14x in FY21 and has reduced to 0.07

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Financial Advisor Showcase: Money Maven Financial

FMG

After having my first child, I teamed up with two colleagues in 2019, and we grew together for a few years. As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients? What have you learned and changed about the way you communicate with clients if there have been changes?

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Small Caps: The Big Picture

Brown Advisory

We believe that low-turnover, relatively concentrated portfolios that reflect our best thinking create the best opportunities for outperformance over a full market cycle. With our thinking anchored as long-term business owners as opposed to renters of stocks, we establish a high hurdle to enter the portfolio. © LSE Group 2019.

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Small Caps: The Big Picture

Brown Advisory

We believe that low-turnover, relatively concentrated portfolios that reflect our best thinking create the best opportunities for outperformance over a full market cycle. With our thinking anchored as long-term business owners as opposed to renters of stocks, we establish a high hurdle to enter the portfolio. © LSE Group 2019.

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Government Debt and Stock Returns

ClearMoney

Argentina provided a recent example: Debt/GDP of only 90%4 in 2019 was followed by a default in the first half of 2020. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. This material is not a sales communication. and top 87.5% Dimensional Japan Ltd.,