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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Their focus is on generating alpha with high conviction concentrated portfolios. Was were these the right terms, you know, for us as we, as we tried to salvage the portfolio.

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? 00:17:04 [Speaker Changed] Well, these are factors that we believe in.

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Global Leaders Investment Letter: September 2021

Brown Advisory

Download it here >. We wrote in our 1Q19 investment letter about The Pricing Power Tightrope ( link ) including our view on the thorny issue of ethics. Download the full letter >. The Global Leaders Strategy invests in a concentrated portfolio of market-leading companies from across the globe. Mon, 09/13/2021 - 15:33.

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Top 10 Tips for Financial Advisor Marketing Campaigns

Midstream Marketing

You can include polls and offer downloadable materials as well. You should keep clients updated about their portfolios, market changes, and anything that could affect their financial plans. It’s vital to follow the marketing rule for ethical practice. Promote your webinars and workshops in different ways.

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Transcript: David Layton

The Big Picture

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. LAYTON: Yeah. LAYTON: Yeah. LAYTON: Yup.

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Global Leaders Investment Letter: September 2021

Brown Advisory

Download it here > The Marshmallow Test We investigated some thoughts on intangible assets and invested capital in our last letter and subsequently we have been discussing the reinvestment rate and long-term growth of some of our investments. Global Leaders Investment Letter: September 2021 jharrison Mon, 09/13/2021 - 15:33 Just want the PDF?

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Transcript: Antti Ilmanen

The Big Picture

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. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry. Welcome to Bloomberg.

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