Compliance Portfolio Management Taxes Valuation 
The Big Picture
FEBRUARY 6, 2024
You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. Jeremy’s never really been a portfolio manager.
Brown Advisory
JANUARY 17, 2024
Both types of error are due to a combination of either mis-assessing the business quality or its valuation (or both). Our 10/10/3 valuation framework using a 10% weighted average cost of capital is undoubtedly conservative and ends up with us missing some big opportunities as type 2 errors of omission.
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Brown Advisory
DECEMBER 2, 2015
In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Create a portfolio structure buffered against taxes. In compliance with those regulations, we must inform you that 1.
Brown Advisory
AUGUST 14, 2023
To be clear, we would love to have more investments in any diversifying business or sector but every investment must first pass all our tests, particularly valuation. More recently, our view on valuations in health care has become more constructive as share prices have come down. It is an illuminating case study.
Brown Advisory
SEPTEMBER 12, 2016
We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others.
Brown Advisory
SEPTEMBER 12, 2016
We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others.
The Big Picture
DECEMBER 6, 2022
You have the liquidity, the tax efficiency, the transparency. But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. I was already an investor in ETFs at that point in time. BERRUGA: Yeah.
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