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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

We take, we take large positions in, in, in concentrated portfolios, and we’re really striving to be that high alpha equity manager for, for pension plans and for wealth allocators. And often we’re part of an asset allocation and, you know, we’re, you know, we’re the alpha in the corners, if you will.

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Market Commentary: Top Charts From 2023 Set the Scene For 2024

Carson Wealth

Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024.

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Shadow Consumption

Brown Advisory

TreeHouse Foods, the largest manufacturer of foods carrying the brand names of supermarket chains, is a small-cap stock that is flourishing as consumers increasingly prefer small, niche brands over large producers with long-established labels. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening.

Food 52
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Europe's Slow Climb

Brown Advisory

We also expect that earnings will rise at Atlas Copco, a Sweden-based manufacturer of industrial tools and equipment, and other companies tied to Europe’s recovering industrial sector. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst. Rude Awakening.

Economy 40
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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

Second, they lower their own costs materially, thereby improving margins, by becoming productivity leaders through innovative manufacturing, distribution, or other strategies. Nor are the examples we offered ideal, as ARM and Cavium outsource their manufacturing. The Journal of Portfolio Management 40(2): 18-29.

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

Second, they lower their own costs materially, thereby improving margins, by becoming productivity leaders through innovative manufacturing, distribution, or other strategies. Nor are the examples we offered ideal, as ARM and Cavium outsource their manufacturing. The Journal of Portfolio Management 40(2): 18-29.

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Transcript: Kate Moore, Citi Wealth CIO

The Big Picture

She’s had, you know, just about every job on the buy side and sell side, including portfolio manager, consultant to LBOs and m and as she’s just done so much stuff, it’s so interesting that she really brings just this unique set of experiences to Citi. So a multi-asset fund is a, is a good home for me.