Brown Advisory

DECEMBER 2, 2015

By walking through four steps with a client, we can refocus his or her mindset on the fundamental issues that help safeguard financial stability and achieve steady outperformance. Here are four ways we think about preparing clients to stay the course regardless of the market’s mood: Clarify your mission. Set hard numbers.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

SEPTEMBER 3, 2015

Still, we believe that attractive opportunities for fundamental, bottom-up investing endure in China S and Asia’s other emerging markets, where valuations are more attractive than for equities in the developed world like the U.S. Please download The Advisory to read other articles in this issue including: Shadow Consumption.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

JUNE 3, 2015

In many clients’ portfolios we have eliminated our overweight position in U.S. equity market: A comparatively quick interest rate increase counteracts the benefit from stronger economic growth, impairing profitability and valuations. Concern about future economic growth undermines valuations. Impact on U.S. Impact on U.S.

Valuation 52

Valuation Economy Banking Economics 52

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. In 2022, we invested in Coloplast, our first new health care company for three years.

Investments 52

Investments Investing Portfolio Accounting 52

Brown Advisory

SEPTEMBER 3, 2015

Among our holdings in sectors backed by clear flows of revenues, we maintain an overweight in health care and transportation and remain focused on credit stability, valuations and opportunities for price gains. Please download The Advisory to read other articles in this issue including: Shadow Consumption. Europe's Slow Climb.

Transportation 52

Transportation Government Economy Asset Allocation 52

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. ADVERTISEMENT) RITHOLTZ: Tell us a little bit about what the Goldman Sachs asset and wealth management business is like. SALISBURY: At the simplest level we manage money for our clients.

Assets 293

Assets Clients Investments Investing 293

The Big Picture

OCTOBER 17, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Then the volatility and, and the valuation makes an enormous difference. It goes back to the client. So it leads to much stronger alignment with the client and has a lot of positive outcomes.

Investments 130

Investments Investing Clients Numbers 130

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. The reality is that our clients need a diversified portfolio to optimize the likelihood of positive returns. WHY SUSTAINABLE VALUE?

Portfolio 52

Portfolio Valuation Clients Investments 52

Brown Advisory

NOVEMBER 29, 2022

Download the Report. . For our part, as an investment firm, we must view climate decisions through the lens of our fiduciary duty to generate attractive investment returns that help our clients achieve their goals over the long term. We also describe our initial plans under the Net Zero Asset Managers initiative (NZAMi).

Investments 52

Investments Investing Fiduciary Duty Portfolio Management 52

Brown Advisory

NOVEMBER 29, 2022

Investing in a Resilient Future: Our Role in Supporting the Climate mhannan Tue, 11/29/2022 - 14:04 Download the Report We live in an age of technological miracles, but many of these miracles come with steep costs for society. We also describe our initial plans under the Net Zero Asset Managers initiative (NZAMi).

Investments 52

Investments Investing Fiduciary Duty Assets 52

The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96?

Management 157

Management Investments Investing Portfolio 157

The Big Picture

DECEMBER 19, 2023

 You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. There are about 13 different portfolio managers each focused on a different sub-sector. You have 13 portfolio managers plus including you and Carl. No, no overlap.

Healthcare 157

Healthcare Portfolio Management Investments 157

The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. It’s client related, it’s media like we’re doing today. So from a client strategy, marketing standpoint, and then overseeing the investment team.

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. BERRUGA: Yeah.

Clients 157

Clients Investments Investing Management 157

The Big Picture

JULY 24, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: So let’s talk a little bit about what Stray Reflections is today and who your clients are. MIAN: Valuations are ebb and flow. Yet the market peaked in 1968.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’m gonna hold it in my portfolio. And those folks are very often my clients.

Assets 167

Assets Management Portfolio Taxes 167

Brown Advisory

DECEMBER 2, 2015

We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. Since 2009, we have identified eight opportunities to shift portfolio allocations to capitalize on a determined upside/downside mismatch.

Economy 52

Economy Taxes Clients Assets 52

The Big Picture

SEPTEMBER 26, 2023

 The transcript from this week’s, MiB: Armen Panossian, Oaktree Capital Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Google , YouTube , and Bloomberg. I wanna say it’s about $179 billion in client assets. And it did.

Banking 130

Banking Investments Investing Clients 130

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. LAYTON: So every client that we have, every asset that we own is a result of somebody getting on an airplane and — RITHOLTZ: Right. We have most of our clients from Europe.

Clients 144

Clients Investments Investing Assets 144

The Big Picture

AUGUST 16, 2022

?. The transcript from this week’s, MiB: Kenneth Tropin, Graham Capital Management , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Bloomberg , and Acast. John was one of our managers that we had, you know, our clients invest in. TROPIN: Yeah.

Management 299

Management Assets Risk Management Valuation 299

The Big Picture

MARCH 26, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I was a portfolio manager, so I was doing bottom up research and picking stocks. He says even God would get fired as a portfolio manager. 1987 is a perfect example of that.

Marketing 144

Marketing Marketing Investing Investments 144

The Big Picture

MARCH 14, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Everybody wants to sell a company when they get a good valuation. Tell us about who you work with, who your clients are. So we do a lot of valuation work. BERNSTEIN: Right.

Economy 157

Economy Investing Investments Portfolio 157

The Big Picture

MARCH 21, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management.

Valuation 167

Valuation Investing Investments Numbers 167

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. You began as a central bank portfolio manager in Finland. ILMANEN: Yes.

Investments 130

Investments Investing Valuation Portfolio 130

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?

Valuation 292

Valuation Education Numbers Government 292

The Big Picture

DECEMBER 20, 2022

The transcript from this week’s, MiB: Robert Koenigsberger, Gramercy Funds Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And every so often, a client would come by. KOENIGSBERGER: Yeah.

Banking 157

Banking Assets Government Marketing 157

The Big Picture

DECEMBER 12, 2023

The transcript from this week’s, MiB: Joel Tillinghast, Fidelity’s Legendary Fund Manager , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Where clients are saying, why did you lose me all that money?

Management 261

Management Investing Investments Retail 261

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. But no, but I think that where I get my best ideas is from talking to super smart people like you, like our financial advisors, like our hedge fund clients, our, our long only investor clients pensions.

Numbers 144

Numbers Management Banking Marketing 144

The Big Picture

JUNE 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He really is one of the most knowledgeable people in this space, and not just knowledgeable in the abstract, but helping to oversee just about a hundred billion dollars in client assets. Yeah, yeah.

Math 144

Math Engineering Marketing Marketing 144