Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. Let me give you some background on Morningstar Managed Portfolios. RITHOLTZ: Sure.

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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. 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

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21. Mon, 10/04/2021 - 11:00. A 360-Degree Climate Evaluation.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Our entire portfolio is built on this philosophy. Our approach in health care is no different.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Our entire portfolio is built on this philosophy. The importance of the health care sector to both society and the global economy is undeniable. A DRILLDOWN ON OUR PORTFOLIO.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

NOVEMBER 28, 2017

While one can’t predict a recession with any more accuracy than a market correction, we have learned two things from the last 50 years of market history: Market corrections were mild unless they coincided with a recession; and, active managers generated meaningful alpha during recessionary periods. This data makes sense intuitively.

Economy 52

Economy Clients Economics Management 52

Brown Advisory

NOVEMBER 28, 2017

While one can’t predict a recession with any more accuracy than a market correction, we have learned two things from the last 50 years of market history: Market corrections were mild unless they coincided with a recession; and, active managers generated meaningful alpha during recessionary periods. It's the Economy.

Economy 52

Economy Clients Economics Management 52

Brown Advisory

SEPTEMBER 12, 2016

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. Still other managers gather together a pool of companies with favorable ESG characteristics.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

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. Still other managers gather together a pool of companies with favorable ESG characteristics.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. So she wants her portfolio managed that way.

Management 211

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Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. In theory, the odds of choosing correctly should be 50% (ignoring fees), but, as we’ve said, more managers have underperformed lately than outperformed.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. In theory, the odds of choosing correctly should be 50% (ignoring fees), but, as we’ve said, more managers have underperformed lately than outperformed.

Investing 52

Investing Investments Portfolio Management 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. We do not take an exclusionary approach at Brown Advisory andinstead build portfolios from the bottom up.

Portfolio 52

Portfolio Valuation Investing Investments 52

Carson Wealth

AUGUST 21, 2023

The economy has surprised to the upside and stocks had one of their best starts to a year. The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Retail sales and food services rose 0.7% What’s interesting is that sentiment is shifting.

Marketing 52

Marketing Marketing Economy Retail 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. And the place where I was looking for this risk factors was in the real economy.

Assets 158

Assets Management Portfolio Marketing 158

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

SEPTEMBER 11, 2016

More so than any other time since the financial crisis we believe that a winning investment portfolio today needs a thoughtful focus on both. Looking ahead, for our base-case scenario we see inflation remaining moderate and most major economies continuing to grow at a modest pace. Shield or sword? small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

More so than any other time since the financial crisis we believe that a winning investment portfolio today needs a thoughtful focus on both. Looking ahead, for our base-case scenario we see inflation remaining moderate and most major economies continuing to grow at a modest pace. Shield or sword? small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

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. The worst the economy is. Why Bubbles Are Great for the Economy” and his thesis is, yeah, let the VC spend all the money laying this fiber.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

FEBRUARY 28, 2023

RITHOLTZ: And when you look at the economy for the past decade, or at least as judged by the public markets, Europe seems to have been a little sleepy the past decade. How much is the prospective market size, as well as how robust local economy is? You buy companies to run them and manage them for the long haul. LAYTON: Yeah.

Clients 140

Clients Investing Investments Assets 140

Carson Wealth

JUNE 3, 2024

On top of that, financial services inflation is adding another 0.29 percentage points, and that’s running hot because stock prices are up (which drives up the “prices” of portfolio management services). Together, housing and financial services are contributing 1.33 However, housing is adding 1.04

Marketing 93

Marketing Marketing Financial Services Distribution 93

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. Or, or people start out with a CFA and they decide, you know, I would rather manage the portfolio than tell I’d rather be a PM than advise the pm.

Numbers 140

Numbers Management Banking Marketing 140

The Big Picture

APRIL 11, 2023

In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash. But if you load up your portfolio with those, God only knows what a year or two from now you’re going to be looking at because these companies are going to be forced to cut their dividends.

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Valuation Education Government Numbers 282