Brown Advisory

JULY 17, 2023

2022 Impact Report: Global Leaders Strategy bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. Given the priority we place on quality in the portfolio, there are very few items in either category but we believe that it is nonetheless useful to see.

Portfolio Management 52

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Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022 ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

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A Wealth of Common Sense

FEBRUARY 26, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

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Asset Allocation Portfolio Management Investing Investments 62

Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. This gets to the heart of how SBA drivers can lead to long-term returns and we can see it in the numbers.

Investing 52

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Abnormal Returns

DECEMBER 9, 2022

The biz The top podcasts of 2022, per Apple Podcasts. infiniteloopspodcast.com) Frederick Geischen talks lifelong learning with Alix Pasquet III, Managing Partner and portfolio manager at hedge fund Prime Macaya. 9to5mac.com) The case for quitting Spotify ($SPOT).

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Brown Advisory

APRIL 12, 2023

2022 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

The Big Picture

MAY 11, 2023

Our 2022 FP had attendees from all over the country and the world, with an average age far younger than the typical financial conference. This is the next generation of the wealth management industry, and they showed up in droves because they want to be cutting-edge and stay ahead of the curve. Its only 4 months away!

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The Big Picture

APRIL 26, 2023

Desmond loved to ask professional portfolio managers “What percentage of stocks would you expect would be making new highs at the top day of the bull market when the Dow Jones was making its absolute high?” He noted that markets get increasingly narrow by cap size (capitalization) as longer secular bull markets approach their ends.

Portfolio Management 280

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Brown Advisory

APRIL 12, 2023

Large-Cap Sustainable Growth Strategy: Reporting on the impact of our investment decisions 2022 ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Investing 52

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The Big Picture

DECEMBER 30, 2023

She also led the historic acquisition of Legg Mason in 2020, and Putnam in 2023, with the organization now managing more than $1.5 Among many other accolades, she has been named to Barron’s list of the 100 most influential women in US finance for three consecutive years, most recently in 2022. trillion globally.

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The Big Picture

JULY 8, 2023

She also led the historic acquisition of Legg Mason in 2020, and Putnam in 2023, with the organization now managing more than $1.5 Among many other accolades, she has been named to Barron’s list of the 100 most influential women in US finance for three consecutive years, most recently in 2022. trillion globally.

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The Big Picture

MARCH 25, 2023

This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y.

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Brown Advisory

OCTOBER 11, 2022

2021 Impact Report: Sustainable Small-Cap Core Strategy mhannan Tue, 10/11/2022 - 17:44 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing, across a wide range of its equity and fixed income strategies. More recently (i.e.,

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

OCTOBER 11, 2022

Tue, 10/11/2022 - 17:44. A Letter of Introduction From The Portfolio Managers. We also discuss the positive environmental and social outcomes being created by our portfolio companies, and report on our engagement and proxy voting activity during the year. Portfolio Manager. Download the Report. .

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

The Big Picture

JULY 18, 2023

Wall Street analysts think companies in the S&P 500 will see earnings per share rise just 1% in 2023, compared with 2022. National Endowment for the Humantiies ) Be sure to check out our Masters in Business this week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital. The S&P 500, on the other hand, is up 17%.

Portfolio Management 237

Portfolio Management Economy Assets Management 237

Brown Advisory

MAY 31, 2022

2021 Impact Report: Sustainable Core Fixed Income Strategy ajackson Tue, 05/31/2022 - 13:10 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2021 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

MAY 31, 2022

Tue, 05/31/2022 - 13:10. . A Letter of Introduction From The Portfolio Managers. This report includes a review of how we conduct and use ESG research to drive returns, and how the investments in our portfolio are helping to create positive environmental and social outcomes. Portfolio Manager. Sincerely, .

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Meb Faber Research

SEPTEMBER 22, 2022

Guest: Steve Romick joined FPA in 1996 and serves as a Portfolio Manager for the FPA Crescent Fund. Date Recorded: 9/12/2022 | Run-Time: 45:47 Summary: In today’s episode, Steve shares his view of the world and where he sees value today. Episode #444: Steve Romick, FPA Funds – Live at Future Proof!

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Mish Talk

DECEMBER 9, 2022

Please consider the BLS Producer Price Index report for November 2022. The indexes for machinery and vehicle wholesaling, loan services (partial), fuels and lubricants retailing, portfolio management, and long-distance motor carrying also moved higher. Producer Price Index from BLS, chart by Mish. That didn't last long.

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Food Transportation Retail Advertising 187

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. The first is 2022 investment performance. Slide 4: 2022: U.S. Thanks for joining me.

Marketing 52

Marketing Marketing Investing Investments 52

Validea

OCTOBER 25, 2022

Determining if a manager produced high returns thanks to their expertise or because of luck is a key piece of information for investors who are selecting which firm to give their money to, and Essentia Analytics purports to have found a way to figure that out, reports an article in Institutional Investor.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Random Roger's Retirement Planning

APRIL 7, 2024

Let's have a little fun with a difference of opinion about how to incorporate managed futures into a portfolio between to big proponents, Corey Hoffstein from ReturnStacked ETFs and Andrew Beer who runs the iMPG DBi Managed Futures Strategy ETF (DBMF). Both of them talk about how to add managed futures to a portfolio.

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Management Portfolio Portfolio Management Risk Management 79

Brown Advisory

MARCH 31, 2023

The resulting portfolio consists of a moderately concentrated group of mid- and large-cap companies. Learn more about the Strategy Listen to our latest audio update The Portfolio Manager discusses the portfolio’s performance and positioning for the first quarter 2023, as well as his outlook for the strategy.

Portfolio Management 52

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Carson Wealth

JANUARY 16, 2024

The four-year election market cycle, which has held largely true to form in 2022 and 2023, also signals a solid year, especially when we have a first-term president (independent of party). Expectations for a recession and a continuation of the dreary returns of 2022 were widespread. Aggregate Bond Index would be perfectly satisfactory.

Investing 96

Investing Investments Marketing Marketing 96

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. While this municipal portfolio is by definition focused on U.S.-based

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 31, 2022

Tue, 05/31/2022 - 15:22. . A Letter of Introduction From The Portfolio Managers. This report includes a review of how we conduct and use ESG research to drive returns, and how the investments in our portfolio are helping create positive environmental and social outcomes. Portfolio Manager. Sincerely, .

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders.

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Numbers Insurance Economy Marketing 280

Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. We aim to improve the report every year and have added sections on our significant votes and most impactful ESG engagements.

Investing 52

Investing Investments Portfolio Management Portfolio 52

The Big Picture

JULY 19, 2023

He said the company had not seen the increase in sales that had been expected in June, but added that July was a “bit more promising” Mr Musk sacked about half of Twitter’s 7,500 staff when he took over in 2022 in an effort to cut costs. Rival app Threads now has 150 million users, according to some estimates. (

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Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.

Financial Planner 176

Financial Planner Certified Financial Planner Financial Planning CFP 176

Brown Advisory

MAY 12, 2022

2021 Impact Report: Large-Cap Sustainable Growth Strategy mhannan Thu, 05/12/2022 - 05:00 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. and Brown Advisory Trust Company of Delaware, LLC.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

MAY 12, 2022

Thu, 05/12/2022 - 05:00. . A Letter of Introduction From The Portfolio Managers. Portfolio Manager . . Portfolio Manager. . . . . . 2021 Impact Report: Large-Cap Sustainable Growth Strategy. At Brown Advisory, we are deeply committed to sustainable investing. Sincerely, . Karina Funk, CFA.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

MARCH 31, 2023

Audio Updates: Large-Cap Growth Strategy mhannan Fri, 03/31/2023 - 11:00 We believe that a concentrated portfolio of companies with sound, sustainable business models has the potential to deliver attractive risk-adjusted returns over time. Disclosures Audio archive 2022 - Quarter 4 Your browser does not support the audio element.

Portfolio Management 52

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Validea

AUGUST 26, 2022

His firm has begun restructuring portfolios in order to jump on the burgeoning opportunities in the current market, reports an article in Financial Standard. Meanwhile, John Lobb, portfolio manager at Insync, told the outlet that many investors are focused on the negative news cycle instead of looking at where the opportunities are.

Investing 59

Investing Investments Valuation Portfolio Management 59

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

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Validea

JANUARY 9, 2023

Veteran portfolio manager Bill Miller, founder of Miller Value Partners and manager of the firm’s Miller Opportunity Trust and the Miller Income funds, retired at the end of 2022, reports an article in CityWire. The post Bill Miller Retires From Fund Management appeared first on Validea's Guru Investor Blog.

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