Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Technology has also enabled analysts, portfolio managers and traders to improve their productivity.

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Brown Advisory

JANUARY 17, 2024

Both types of error are due to a combination of either mis-assessing the business quality or its valuation (or both). Our 10/10/3 valuation framework using a 10% weighted average cost of capital is undoubtedly conservative and ends up with us missing some big opportunities as type 2 errors of omission. Good process, bad outcome.

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Brown Advisory

SEPTEMBER 3, 2015

Still, we believe that attractive opportunities for fundamental, bottom-up investing endure in China S and Asia’s other emerging markets, where valuations are more attractive than for equities in the developed world like the U.S. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst.

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Insurance Portfolio Management Clients Government 52

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. At the end of 2008, we owned a lot of illiquid assets.

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The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. Where, you know, what’s the upside when you invest in a bond?

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Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

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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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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 Risk Tolerance Asset Allocation 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 Risk Tolerance Asset Allocation 52

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. The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. MIAN: Valuations are ebb and flow. Tell us a little bit about your research.

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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. from 2016 until 2020, a step down from the annual target of about 7% from 2011 until the end of this year. From Sizzle to Fizzle.

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The Big Picture

MARCH 21, 2023

But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. It’s about half our assets. I was a fixed income portfolio manager and trader, which is a ton of fun.

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Valuation Investing Investments Numbers 158

The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

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The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. Everybody wants to sell a company when they get a good valuation. RITHOLTZ: — heading into 2020? So we do a lot of valuation work. BERNSTEIN: Correct.

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Economy Investing Investments Portfolio 150

The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. Or is it just country by country?

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The Big Picture

DECEMBER 12, 2023

And the assets under management were smaller. And the fact that you’re trying to bundle it up into a terminal value in, unless the assets are cash or convert to cash. 00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself. Magellan had more than that.

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Management Investing Investments Retail 256

The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

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Valuation Education Government Numbers 282

The Big Picture

MAY 21, 2024

What, what was your experience during the first quarter of 2020 during the pandemic s and p down 34%. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter. And if you look at the s and p today, 50% of it is asset light, innovation oriented healthcare and tech.

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Numbers Management Banking Marketing 140

The Big Picture

JUNE 3, 2024

He really is one of the most knowledgeable people in this space, and not just knowledgeable in the abstract, but helping to oversee just about a hundred billion dollars in client assets. And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. Signs him, right?] Yeah, yeah.

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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.

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Banking Government Economics Taxes 59