Trade Brains

OCTOBER 22, 2023

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

Engineering 93

Engineering Retail Manufacturing Investing 93

MarketWatch

JUNE 18, 2023

which manages $10 billion in assets, said his firm believes that “inflation is here to stay and risks becoming entrenched unless the Fed raises rates much more than the market is currently expecting.”Theoretically, services and manufacturing purchasing managers’ indexes for June. for June, +1.4%

Marketing 75

Marketing Marketing Economics Management 75

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.

Clients 154

Clients Investing Investments Management 154

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. And he had a sizable amount of money under management and hard-closed his vehicle and in his first 14 months, if I remember correctly, his gross return was 120%.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

JULY 11, 2023

One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves. Did you guys just say, we really want to be pure investment management? The requirements for asset managers to have a bank were such that it would inhibit us a bit.

Management 215

Management Investing Investments Assets 215

The Big Picture

FEBRUARY 28, 2023

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. LAYTON: So every client that we have, every asset that we own is a result of somebody getting on an airplane and — RITHOLTZ: Right. I think we are very much an owner of assets.

Clients 143

Clients Investing Investments Assets 143

Brown Advisory

SEPTEMBER 3, 2015

Here are two companies in our managers’ portfolios that we believe can weather the short-term turbulence and excel long term: From media to fashion to tourism, South Korean companies have ridden the rise of middle-income Chinese. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. 1, 2008, until Dec. Rude Awakening.

Insurance 52

Insurance Portfolio Management Clients Government 52

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.

Investing 143

Investing Investments Marketing Marketing 143

Brown Advisory

SEPTEMBER 1, 2015

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

Food Portfolio Management Sales Strategic Planning 52

The Big Picture

SEPTEMBER 26, 2023

I wanna say it’s about $179 billion in client assets. You’ve probably heard some aspects of this from the various interviews I’ve done with Howard Marks talking about the distressed asset fund they set up in 2007. That had mismatched assets. It’s not an asset that other creditors can go after.

Banking 130

Banking Investing Investments Clients 130

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. But there’s a lot of pressure on financial advisors to grow assets. And so that makes it more difficult for them to manage portfolios like they used to.

Economy 154

Economy Investing Investments Portfolio 154

The Better Letter

JANUARY 11, 2024

Like it or not, the unimaginable outcomes are the ones that make the biggest spread between expected asset returns and the actual result.” And, at Goldman Sachs (as at JPMorgan and elsewhere ), strategist Kamakshya Trivedi was pitching Chinese assets because he thought the economy there would finally roar back from Covid lockdowns.

Economy 96

Economy Economics Math Banking 96

Sara Grillo

NOVEMBER 14, 2022

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not. Are commissions bad?

Insurance 59

Insurance Financial Advisor Retirement License 59

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) To expect attractive returns with factor-based portfolios, a good deal of skill is required. Nor are the examples we offered ideal, as ARM and Cavium outsource their manufacturing. The Journal of Portfolio Management 40(2): 18-29.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) To expect attractive returns with factor-based portfolios, a good deal of skill is required. Nor are the examples we offered ideal, as ARM and Cavium outsource their manufacturing. The Journal of Portfolio Management 40(2): 18-29.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 3, 2015

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. Dream or Opportunity?

Economy 40

Economy Economics Asset Allocation Clients 40

The Big Picture

MAY 21, 2024

So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter. Whereas in 1980, 70% of it was manufacturing asset intensive, et cetera.

Numbers 143

Numbers Management Banking Marketing 143

Brown Advisory

AUGUST 14, 2023

Our technology investments range from semiconductor design and manufacturing to vertical market software and we believe these have very different long-term economic drivers and ways of capturing value which is precisely what we seek. WACC is the average rate a company expects to pay to finance its assets.

Investing 52

Investing Investments Portfolio Accounting 52

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. What happened was, when interest rates rose, the value of their portfolio of long-term assets declined. So, high interest rates suppress asset prices. 0:17 Ryan Kelley: Thanks. Happy to be here. economy and U.S.

Marketing 52

Marketing Marketing Banking Numbers 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. I think the China EV, I think BYD would be a key asset to own this decade. You’ve seen job losses in goods producing sectors, manufacturing, auto, construction. Let me explain. RITHOLTZ: Nobody.

Marketing 130

Marketing Marketing Economy Valuation 130

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. In early 2015, Scott sold his ownership interest in the firm.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59