Brown Advisory

AUGUST 14, 2023

Our technology investments range from semiconductor design and manufacturing to vertical market software and we believe these have very different long-term economic drivers and ways of capturing value which is precisely what we seek. We are an all-sector, all-country investment strategy. That is how we think and how we measure ourselves.

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Brown Advisory

FEBRUARY 14, 2023

For a corporation, human capital is crucial to its ability to innovate and to mitigate against operational disruptions, just as it is key to a country’s ability to grow and develop economically. We evaluate each sovereign on key ESG factors that we believe can affect political stability, promote economic growth and drive progress on the U.N.

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Government Economics Investing Investments 52

Brown Advisory

FEBRUARY 14, 2023

For a corporation, human capital is crucial to its ability to innovate and to mitigate against operational disruptions, just as it is key to a country’s ability to grow and develop economically. We evaluate each sovereign on key ESG factors that we believe can affect political stability, promote economic growth and drive progress on the U.N.

Government 52

Government Economics Investing Investments 52

Brown Advisory

FEBRUARY 14, 2023

For a corporation, human capital is crucial to its ability to innovate and to mitigate against operational disruptions, just as it is key to a country’s ability to grow and develop economically. Our approach is consistent and systematic across our platform. The breadth required for analysis of sovereigns is challenging.

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Government Investing Investments Economics 52

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

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Marketing Marketing Economy Financial Planner 52

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. But if you do have a question, please submit those via your questions bar and we will follow up individually with you after the presentation. economy, the first quarter of this year was positive with positive economic growth.

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Marketing Marketing Banking Numbers 52

Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. There’s maybe a similar valuation to what you might have seen in 2017, 2018, or 2019.

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Marketing Marketing Investing Investments 52

Brown Advisory

SEPTEMBER 22, 2017

It then presents a framework for how to use ESG information to support fundamental research. The methods for doing this involve very large data sets that build broad, hypothetical portfolios and back-test them over long periods of time to determine correlations that may define systematic, or beta, risk factors. Hammond, and W.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

It then presents a framework for how to use ESG information to support fundamental research. The methods for doing this involve very large data sets that build broad, hypothetical portfolios and back-test them over long periods of time to determine correlations that may define systematic, or beta, risk factors. References. Springsteel.

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Portfolio Investing Investments Management 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. So we ended up presenting to just him. This is our chance.

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Healthcare Portfolio Management Investing 150

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. And I don’t have a particular ego that needs to be presented and, you know, articulate in a particular way. MIAN: Valuations are ebb and flow. Tell us a little bit about your research.

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Marketing Marketing Economy Valuation 130

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

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.

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Portfolio Investing Investments Numbers 130

Brown Advisory

DECEMBER 18, 2017

Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Our process was developed and refined by the team that manages our Large- Cap Sustainable Growth Strategy—Portfolio Managers Karina Funk and David Powell, and ESG Research Analyst Emily Dwyer.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

Brown Advisory

DECEMBER 18, 2017

Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Our process was developed and refined by the team that manages our Large- Cap Sustainable Growth Strategy—Portfolio Managers Karina Funk and David Powell, and ESG Research Analyst Emily Dwyer. Emily Dwyer.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 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.

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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. This makes ratios like the P/E ratio dangerous as a valuation tool. Wed, 04/18/2018 - 11:03.

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Valuation Portfolio Investing Investments 52

Brown Advisory

MARCH 28, 2019

Long-term principal erosion is of particular concern for endowments and foundations; many of these portfolios were created to provide funding into perpetuity, and the erosion of capital represents a clear and present danger to a perpetuity mandate. The charts present only a range of possible outcomes.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

Long-term principal erosion is of particular concern for endowments and foundations; many of these portfolios were created to provide funding into perpetuity, and the erosion of capital represents a clear and present danger to a perpetuity mandate. The charts present only a range of possible outcomes. FROM THEORY TO PRACTICE.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

The Big Picture

SEPTEMBER 26, 2023

It was, it will be drawn if the opportunity presents itself. So you have almost a doubling of the interest coupon paid by some of these businesses against the backdrop of c ovid 19 inflation and some of the economic pressures that come with, with those factors. So the A fund, if I recall correctly, was about three and a half billion.

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Banking Investing Investments Clients 130

The Big Picture

MARCH 26, 2024

You get a BA in economics and poli sci from the University of Delaware. 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. Well, not in college, no.

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Investing Investments Marketing Marketing 140

The Big Picture

AUGUST 16, 2022

We do discretionary macro trading, which is typically a portfolio manager — and we have some number of portfolio managers, 15 or 18 different portfolio managers that independently manage a book of, you know, risk assets. How does this impact global trade and other economic factors?

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The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. But plenty of valuation measures, it has no applicability for price-to-sales. Program didn’t feel right. I then got just very lucky.

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Valuation Investing Investments Numbers 158

The Big Picture

DECEMBER 12, 2023

And a third approach is compare price with the present value of future cash flows from here to eternity. Because you shouldn’t say the present value is the same for everything. Saying the present value of future cash flows depends on future growth. Where do I see higher visibility?

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Management Investing Investments Retail 256

The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. RITHOLTZ: Really quite fascinating.

Banking 150

Banking Assets Government Investing 150

The Big Picture

FEBRUARY 12, 2024

I just figured if I do well, I would be able to be presented with, with good options. And at that point, I decided what I really wanted to do was be a PhD in economics. And since we’re looking for narratives as opposed, and then do valuation work second as opposed to cheap, we don’t screen.

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Management Investing Investments Economy 279