Brown Advisory

OCTOBER 16, 2017

Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances. Has the stock tended to move up or down in tandem with the financial sector?

Portfolio 52

Portfolio Clients Risk Tolerance Taxes 52

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. economy, the first quarter of this year was positive with positive economic growth. On the negative side, there have been some negative economic indicators (in this case) for a few months now. 0:17 Ryan Kelley: Thanks.

Marketing 52

Marketing Marketing Banking Numbers 52

Brown Advisory

JUNE 1, 2023

This is achieved by investing in a concentrated portfolio of companies that, according to our analysis, generate durable levels of free cash flow, exhibit capital discipline and have attractive valuations. They have been chosen for their capital discipline and durable fundamental cash flow, together with an attractive valuation.

Portfolio 52

Portfolio Valuation Investing Investments 52

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. And you do a lot of work with infinity [Barry Ritholtz] : 00:03:29 [Speaker Changed] And then economics, which is a little bit squishier.

Investing 130

Investing Investments Clients Management 130

The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. So a variety of risk meetings, a variety of economic meetings. RITHOLTZ: Right.

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

SEPTEMBER 11, 2016

Investors Facing Rising Risks Need Solid Defense, Savvy Offense achen Mon, 09/12/2016 - 02:00 As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. France and Germany. small-cap stocks.

Economics 52

Economics Economy Communication Clients 52

Brown Advisory

SEPTEMBER 11, 2016

As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. Innovation and dynamism are alive and well despite several years of low economic growth. Mon, 09/12/2016 - 02:00. versus 1.9

Economics 52

Economics Economy Communication Clients 52

The Big Picture

MARCH 14, 2023

You get a BA in Economics from Hamilton College. So obvious question, it’s 1990, technology is about to explode, how do you help a value manager short of saying, psst, go buy growth? So what we did was we figured out the economic rationale, the macroeconomic influences about why growth and value work at any point in time.

Economy 152

Economy Investing Investments Portfolio 152

The Big Picture

FEBRUARY 12, 2024

And at that point, I decided what I really wanted to do was be a PhD in economics. That explaining that process and communication to people built confidence. And since we’re looking for narratives as opposed, and then do valuation work second as opposed to cheap, we don’t screen. Why aren’t you?

Management 282

Management Investing Investments Economy 282