Dear Mr. Market

AUGUST 5, 2022

We’re currently seeing one of the largest disparities in valuations between growth and value stocks which in our opinion presents a very appealing opportunity for dividend seeking investors. Going forward we’ll update our readers and clients about the strategy and performance on a quarterly basis.

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Portfolio Risk Tolerance Valuation Investing 105

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity.

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Management Assets Portfolio Insurance 130

The Big Picture

OCTOBER 30, 2024

And on today’s edition of At the Money, we’re going to discuss how you can participate in shareholder yield and get more out of dividends to help us unpack all of this and what it means for your portfolio. The firm manages numerous ETFs, including those that focus on shareholder yield and is approaching 3 billion in client assets.

Investing 147

Investing Investments Valuation Numbers 147

Truemind Capital

JANUARY 10, 2025

I wonder what stories will be told when the portfolios will decline to such an extent for those who are not following a suitable asset allocation. They end up overexposing their portfolios to equity when the markets have become extremely expensive. During this recent correction, none of our clients reached out to us with concerns.

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Marketing Marketing Asset Allocation Portfolio 52

Trade Brains

AUGUST 18, 2023

Best Vijay Kedia Portfolio Stocks: Many investors keep a close eye on stock buys and sales of ace investors for ideas and inspiration. In this article, we’ll look at the best Vijay Kedia portfolio stocks and see if they can be an interesting opportunity for us as well. Who is Vijay Kedia? He calls his investment philosophy ‘SMILE’.

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Portfolio Engineering Manufacturing Sales 97

The Big Picture

NOVEMBER 26, 2024

His firm runs over $10 billion in client crypto assets. To help us unpack all of this and what it means for your portfolio, let’s bring in Matt Hogan. He is the chief investment officer at Bitwise Asset Management, the firm manages over 10 billion in client assets in crypto. Let’s start with just the basics, Matt.

Investing 147

Investing Investments Assets Retail 147

Brown Advisory

MARCH 6, 2023

Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Asset Allocation 98

Asset Allocation Assets Clients Valuation 98

The Big Picture

MAY 20, 2025

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? Tell us about the mutual funds in ETFs you run on behalf of Bridgeways clients. First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm.

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Management Numbers Transportation Accounting 130

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. 00:12:42 [Speaker Changed] I think it absolutely should be the norm because it is generally what our clients are seeking.

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Investing Investments Management Valuation 147

Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

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Valuation Banking Portfolio Communication 52

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. Today, we are focused on developing strategies that specifically address our clients’ stated needs. large-cap growth” or “small-cap value.”

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk. But when our clients tell us what keeps them up at night, they don’t speak in terms of style boxes; they ask for things like income, protection against a market correction or (of particular relevance to this publication) a way to offset the risks of a large, concentrated stock position they hold.

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

Ron A. Rhodes

JULY 21, 2023

A client recently inquired about stock market valuation levels, expected and historical returns. The questions posed (as restated by me, for clarity purposes) were: (1) After the surge in valuations…

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Valuation Investing Investments Clients 83

FMG

MAY 14, 2025

An excellent financial advisor website makes all the difference in connecting with a potential client. This is a brilliant way to target next-generation clients with a built-in client retention plan. The advisor website also includes a What Our Clients Say About Us page that takes a unique approach to client testimonials.

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Financial Advisor Wealth Management Education Clients 52

The Big Picture

AUGUST 16, 2022

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. John was one of our managers that we had, you know, our clients invest in.

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Management Assets Risk Management Marketing 305

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Over the long term, that stance has paid off.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Validea

APRIL 14, 2023

In a second consecutive week of outflows, Bank of America clients sold off around $2.3 The withdrawals were from equities of all sizes, during a relatively quiet week in the stock market, and came mainly from institutional, retail, and hedge-fund clients. gain in the fourth quarter of last year, the 60/40 portfolio has gained 5.9%

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Banking Clients Retail Portfolio 52

Brown Advisory

MARCH 9, 2023

We discuss why the healthy yields offered by the fixed-income market may offer an opportunity to simplify portfolios, and why the relative value offered by emerging market and small-cap stocks may make them an attractive allocation as well. As always, we welcome your thoughts, feedback and questions.

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Startup Asset Allocation Clients Investing 98

The Big Picture

MARCH 20, 2024

But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today. To help us unpack all of this and what it means for your portfolio, let’s bring in Jim O’Shaughnessy. market volatility. During those tough times.

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Investing Investments Portfolio Valuation 162

Dear Mr. Market

AUGUST 8, 2024

Investors were content, seeing their portfolios grow incrementally with each passing day. The tech darlings that had led the charge are now facing valuation compressions, as investors start questioning whether their sky-high prices can really be justified. Inflation is still at 3.2%

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Marketing Marketing Economics Portfolio 105

Truemind Capital

OCTOBER 11, 2024

If you seek excitement from your investment portfolio, you are doing it wrong. One of my clients recently asked “Why don’t we invest in hot themes like AI, defense, and other growth stocks? Why only value-focused portfolios?” Whether this portfolio contains a hot theme or sector or not is immaterial.

Investing 59

Investing Investments Valuation Portfolio 59

Brown Advisory

SEPTEMBER 20, 2017

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. Second, we keep a keen eye on valuation.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. A: Our process consists of three steps: idea generation, due diligence and portfolio construction. Wed, 09/20/2017 - 16:43.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

AUGUST 24, 2017

A Solid Foundation: The Value of Private Real Estate in Balanced Portfolios. We believe that focusing solely on current market conditions ignores the true, long-term value that private real estate investments can add to a portfolio. Low correlation means that real estate helps to diversify balanced portfolios.

Portfolio 52

Portfolio Assets Clients Investing 52

Discipline Funds

MARCH 10, 2023

Now, many people will look at the SIVB situation and blame their poor risk management of the securities portfolio. As irrational exuberance took hold of the markets we saw a huge surge in the valuations of private equity firms. The 2020 and 2021 inflation was the tsunami. 2022 and 2023 is the wave crashing ashore.

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Risk Management Banking Economy Valuation 145

The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. We have most of our clients from Europe. LAYTON: Yup.

Investing 147

Investing Investments Clients Assets 147

The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people.

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Valuation Investing Investments Assets 130

Truemind Capital

JULY 5, 2024

A client said – I understand market valuations are expensive but it doesn’t seem that it will correct much. The fundamental driver of market peaks and exorbitant valuations is the perception that there is nothing to worry about – there is no investment risk. There is nothing to worry about.

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Asset Allocation Marketing Marketing Valuation 65

Random Roger's Retirement Planning

NOVEMBER 26, 2024

Valuation as a tool for timing anything has a lousy track record. The greater risk going forward to bonds with duration is that they continue to be unreliable sources of volatility, less able to effectively diversify portfolios. I saw a reference to HELO being identical to Simplify Hedged Equity (HEQT).

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Assets Valuation Taxes Portfolio 52

Brown Advisory

FEBRUARY 26, 2021

Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. Each year, the Annual Outlook report assesses the current investment landscape and discusses how we are positioning client portfolios. Download the full report >.

Asset Allocation 52

Asset Allocation Assets Valuation Clients 52

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. Since then, it’s grown to about $7 billion. Your next stop is Millennium.

Healthcare 162

Healthcare Portfolio Management Investing 162

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. Source: Factset, Carson Investment Research 3/28/2024 Valuations Revenues, earnings, margins, and other fundamental factors all contribute to the valuation of a company. Following the huge 11.2%

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Marketing Marketing Valuation Economy 96

The Big Picture

DECEMBER 6, 2022

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. phenomenon, it’s a global phenomenon and we want to be able to service our clients in all regions of the world. Is that the clients you’re aiming for?

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Clients Investing Investments Management 162

Truemind Capital

APRIL 21, 2023

Higher valuation of Indian markets compared to Global peers along with negligible earnings growth also didn’t help. One should not be over-allocated to equity (check the 3rd page for asset allocation) at the current levels and any exposure should primarily be towards large cap-oriented value portfolios against growth stocks.

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Financial Market Marketing Marketing Asset Allocation 52

James Hendries

NOVEMBER 3, 2022

Still, as we survey what are better equity valuations, long-awaited income opportunities in the bond market, and a likely less-antagonistic Fed in 2023, there may be emerging reasons to believe that the next year may be more constructive than the last. Diversification does not protect against market risk.

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Clients Asset Allocation Investment Advisor Assets 52

Brown Advisory

MARCH 6, 2023

Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

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Asset Allocation Assets Clients Valuation 52