The Irrelevant Investor
SEPTEMBER 24, 2017
Articles On the day before the biggest crash in history, I sold every single put option that I had carefully accumulated over the previous several weeks. By Jim O'Shaughnessy The cockpits had been designed for an average pilot who simply did not exist. By Corey Hoffstein Getting harder tomorrow doesn’t imply that it’s easy today By Charlie Bilello Most investors are basically paranoid and deranged behavioral algorithms.
Brown Advisory
SEPTEMBER 21, 2017
Is ESG Smart Enough? achen Thu, 09/21/2017 - 10:07 Recently, Brown Advisory’s Karina Funk spoke at the Investing for Impact event in Boston, produced jointly by the SRI Conference and BASIC (Boston-Area Sustainable Investing Consortium). This series of regional events seeks to educate and inspire investment professionals on various topics related to sustainable investment, and also to build momentum for the annual SRI Conference , one of the oldest and largest sustainable investment conferences
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The Irrelevant Investor
SEPTEMBER 23, 2017
"Even though markets look their very best when they are setting new highs, that is often the best time to sell." -Paul Tudor Jones Every time I read something like this, it makes me want to trade again. It's like how watching a Rocky training montage makes you want run straight to the nearest gym. But all it takes is one position in gold and a couple of pushups before I realize that I'm not Paul Tudor Jones or Sylvester Stallone.
Brown Advisory
SEPTEMBER 22, 2017
ESG and the Stock-Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance. This is an important challenge to overcome for "ESG" and "impact" investors, but also for mainstream investors who need clarity on the practical performance o
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Brown Advisory
SEPTEMBER 21, 2017
Is ESG Smart Enough? achen. Thu, 09/21/2017 - 10:07. Recently, Brown Advisory’s Karina Funk spoke at the Investing for Impact event in Boston, produced jointly by the SRI Conference and BASIC (Boston-Area Sustainable Investing Consortium). This series of regional events seeks to educate and inspire investment professionals on various topics related to sustainable investment, and also to build momentum for the annual SRI Conference , one of the oldest and largest sustainable investment conference
Brown Advisory
SEPTEMBER 22, 2017
ESG and the Stock-Picker’s Dilemma. achen. Fri, 09/22/2017 - 12:58. One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance. This is an important challenge to overcome for "ESG" and "impact" investors, but also for mainstream investors who need clarity on the practical performanc
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Brown Advisory
SEPTEMBER 20, 2017
Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. achen. Wed, 09/20/2017 - 16:43. Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Many of these businesses were still viewed as compelling investment opportunities, but market capitalization limits precluded incremental purchases.
The Irrelevant Investor
SEPTEMBER 17, 2017
Articles If there’s a golden rule for long-term investing, it’s that betting on disaster is always overpriced, and betting on “it’ll all work itself out” is always a bargain. By Eddy Elfenbein That is simply what we do. We panic. By Tadas Viskanta Investing is primarily a behavioral exercise, not an analytical one. By Nick Maggiulli The worst unfamiliar hard.
The Irrelevant Investor
SEPTEMBER 13, 2017
Yesterday I received an email that read, "If you are looking for alternative sources of stable income with a demonstrated ability to make money in a rising rate environment." For this reason, most get trashed before opening, but once in a while, I'll click to see what's out there. Today, I received one from a multi-strategy fund of funds with pretty underwhelming performance, so I opened the fact sheet to see what was going on.
The Irrelevant Investor
SEPTEMBER 12, 2017
This morning, the S&P 500 is making its 31st all-time high this year. That's one every 5.6 days, on average. The index is up 11.1% over the first 174 days of 2017, which is the strongest year-to-date performance through this time since 2013. The S&P 500 has been above the 200-day moving average for 304 days, going back to last June. What's incredible about this streak is that it hasn't even come close to testing its 200-day.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
The Irrelevant Investor
SEPTEMBER 10, 2017
Articles Facebook, in fact, is the biggest surveillance-based enterprise in the history of mankind. By John Lanchester Everyone is exposed to the same fundamental information and emotional influences. By Howard Marks Stocks look cheap here. I’ve been holding all this cash, waiting for an opportunity. By Jesse Livermore There is no such thing as no risk.
The Irrelevant Investor
SEPTEMBER 3, 2017
Articles Now, he is starting a hedge fund dedicated to wagering against the VIX. Investors, he says, have been pounding on his door to get in early, offering him $100 million for starters. By Landon Thomas Jr. But we do know one big thing – it’s that diversification works on many levels over time, even if it doesn’t work during every day, month or year.
Brown Advisory
SEPTEMBER 30, 2017
Global Leaders Investment Letter - Q3 2017 ajackson Sat, 09/30/2017 - 09:50 Global Leaders Strategy Investment Letter - Q3 2017 In this letter the team discuss their recent research trip to India and their view on sustainable investing and ESG analysis within the portfolio. Download the Letter Past performance is not a guarantee of future performance and you may not get back the amount invested.
Brown Advisory
SEPTEMBER 30, 2017
Global Leaders Investment Letter - Q3 2017. ajackson. Sat, 09/30/2017 - 09:50. Global Leaders Strategy Investment Letter - Q3 2017. In this letter the team discuss their recent research trip to India and their view on sustainable investing and ESG analysis within the portfolio. . . Download the Letter. . . Past performance is not a guarantee of future performance and you may not get back the amount invested.
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Brown Advisory
SEPTEMBER 15, 2017
Conversation with the Portfolio Manager: Sustainable Core Fixed Income Strategy achen Fri, 09/15/2017 - 13:09 As of the end of 2015, $1 out of every $5 under professional management was invested in accordance with some sort of social, environmental and governance (ESG) consideration, according to the Forum for Sustainable and Responsible Investment (US SIF).
Brown Advisory
SEPTEMBER 15, 2017
Conversation with the Portfolio Manager: Sustainable Core Fixed Income Strategy. achen. Fri, 09/15/2017 - 13:09. As of the end of 2015, $1 out of every $5 under professional management was invested in accordance with some sort of social, environmental and governance (ESG) consideration, according to the Forum for Sustainable and Responsible Investment (US SIF).
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