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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. That’s attractive in and of itself.

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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While this was frustrating at times, it produced a valuable asset – a sizeable library of fully vetted “up cap” growth ideas. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well.

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Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Wealth

Our LEI places less emphasis on manufacturing and business sentiment and more on consumer spending, which makes up roughly two-thirds of the economy, than some widely followed LEIs. high technology manufacturing base in the last year has been extraordinary. In addition, the investment in the U.S.

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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. The year 2022 was painful across asset classes (sorry to bring it up!), economy, despite the skeptics.

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Best Small Cap Stocks With High ROE To Add To Your Watchlist

Trade Brains

The shareholders’ equity can be found on the balance sheet and is the difference between a company’s assets and liabilities. A higher ROE indicates higher earnings on equity and more efficient management of the business. Stock P/E 52.22 RoE 53.79 % RoCE 72.47 % Promoter Holding 73.72% Current ratio 1.71 Cr EPS 107.7

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Transcript: Jenny Johnson, Franklin Templeton

The Big Picture

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. And honestly, I think we divested post financial crisis.

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Global Leaders Strategy Investment Letter: August 2023

Brown Advisory

Consequently, the correlations between our financial investments are low (aside from Mastercard and Visa) and this sector doesn’t show up as an outlier risk – notably it is well below our 5% “watch closely” level. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.