Brown Advisory

JUNE 1, 2023

The number of ESG-focused funds has mushroomed to meet investor demand. Many companies that are traditionally perceived as ‘value stocks’, such as energy and financial services, do not typically fit the traditional mold of an ESG investment and have often been overlooked. Numbers may not total due to rounding.

Portfolio 52

Portfolio Valuation Investing Investments 52

The Big Picture

NOVEMBER 14, 2023

She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. It was Mass Financial Services.

Math 130

Math Management Insurance Assets 130

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. Chart covers both the equity and fixed income portions of the sustainable model portfolio and the MSCI ACWI Index. *The

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. How do you crunch the numbers on that, and where do you come out on small cap and value?

Assets 158

Assets Management Portfolio Marketing 158

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. So those things definitely stand out. WAGNER: You know there are a number of things that occurred. And it was driven by the people around me.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

MAY 23, 2023

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. Maybe it’s leverage, maybe it’s a tele protection, maybe it’s an overlay hedge, maybe it’s any number of these things. And technology on.

Clients 150

Clients Management Engineering Investing 150

Brown Advisory

OCTOBER 11, 2021

Hedge funds can include a number of strategies: long-short, trading-oriented, global macro, event-driven and activist. When investing in alternatives, we seek long-term partnerships with portfolio managers and teams that possess specific talent and skill. An index constituent must also be considered a U.S. © 2021 HFR, Inc. -

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Hedge funds can include a number of strategies: long-short, trading-oriented, global macro, event-driven and activist. When investing in alternatives, we seek long-term partnerships with portfolio managers and teams that possess specific talent and skill. An index constituent must also be considered a U.S. © 2021 HFR, Inc. -

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

Valuation 52

Valuation Portfolio Investing Investments 52

Brown Advisory

APRIL 18, 2018

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. In this article, Global Leaders portfolio managers Mick Dillon and Bertie Thomson discuss the dangers of oversimplifying valuation.

Valuation 52

Valuation Portfolio Investing Investments 52

The Irrelevant Investor

JULY 19, 2016

By definition, everybody can't beat the market. A large swath of the financial services industry would love to have you believe in their magic. Probably the most relevant definition of risk is the likelihood of running out of money, Rick Ferri and William Bernstein are cut from the same cloth. But it just wasn't the case.

Investing 52

Investing Investments Asset Allocation Assets 52

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number. Rule number nine from Bob Farrell. That’s right.

Numbers 140

Numbers Management Banking Marketing 140

The Big Picture

FEBRUARY 28, 2023

You sit on the board of directors on a number of portfolio companies. You own them, but yet they manage themselves and you guys are involved in that. And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. And I know there may not be any definitive answer.

Clients 140

Clients Investing Investments Assets 140

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 282

Valuation Education Government Numbers 282