Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. Download transcript. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . Fri, 03/18/2022 - 06:42. Watch the Video.

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Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

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The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. And I think you will also.

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The Big Picture

MARCH 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So I saw many companies then taxed and financial services. So they’d give individual asset allocation to people and they’d go invest their money.

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The Big Picture

SEPTEMBER 10, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. Do you want to be in this business?

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The Big Picture

OCTOBER 31, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. 00:06:35 [Speaker Changed] Correct.

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Brown Advisory

JUNE 1, 2023

Large-Cap Sustainable Value Strategy bgregorio Thu, 06/01/2023 - 09:27 Download the Report Built on our long history of expertise in large-cap, value and sustainable investing, the U.S. They have been chosen for their capital discipline and durable fundamental cash flow, together with an attractive valuation.

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James Hendries

OCTOBER 4, 2022

financial services companies, automobile manufacturers, and leading national brands worked towards negotiating agreements to partner with Chinese companies. Click here to download a PDF of this report. References to markets, asset classes, and sectors are generally regarding the corresponding market index. and Europe.

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Brown Advisory

MARCH 24, 2021

Hearing, Seeing and Thinking: Signs of a bear steepener emerge, high-flying tech stocks wobble, and thoughts on inflation jharrison Wed, 03/24/2021 - 05:32 Jump to: What we're hearing | What we're seeing | What we're thinking | Download PDF > Welcome to our latest edition of Hearing, Seeing and Thinking (HST). Catherine D.

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Brown Advisory

MARCH 24, 2021

Jump to: What we're hearing | What we're seeing | What we're thinking | Download PDF >. The same process is used with bonds, real estate and other cash-generating assets. Assets that produce no cash (e.g. Stocks with ultra-high valuations led that charge, as Tesla, Peloton, Pinduoduo and DocuSign all saw double-digit gains.

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The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So I think selecting managers in any asset class has that two pieces.

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The Big Picture

JUNE 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. CHABRAN: Yes, no that’s right Barry.

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Indigo Marketing Agency

OCTOBER 25, 2019

Preparing to Sell Your Financial Advisory Firm? He’s the founder of Carson Group Holdings, he has grown Carson Group to over $15 billion in assets under advisement, he’s a New York Times bestselling author of Avalanche and The Sustainable Edge. What are the factors that go into valuing a financial advisory firm? Transcription.

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The Big Picture

FEBRUARY 28, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. They run over $135 billion in assets. And I went to pitch this asset management guy on why he should come be a part of that process. I think we are very much an owner of assets.

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The Big Picture

SEPTEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And we’d sort of turn that into a valuation business. MILLER: Yeah, the challenge is that when we’re looking at valuation of a property, we’re looking more than price.

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The Big Picture

APRIL 18, 2023

You can stream and download our full conversation, including any podcast extras, iTunes , Spotify , Stitcher , Google , Bloomberg , and Omny. In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. BARATTA: Yeah. In the long run.

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The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg. You’re known as the dean of valuation. RITHOLTZ: Right. And I said, why?

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The Big Picture

MAY 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. Eventually it, 00:30:12 [Speaker Changed] It matters.

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Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Provide our asset allocation perspective as it stands at the beginning of 2017—also based on a longer-term view.

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Brown Advisory

FEBRUARY 3, 2017

With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. In writing this report, we set out to accomplish two goals: Provide a window into our asset allocation philosophy and process, which emphasize a long-term view. Fri, 02/03/2017 - 14:19.

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The Big Picture

MAY 16, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation.

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