June, 2015

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With All Due Respect, Mr. Icahn

The Irrelevant Investor

Carl Icahn is a brilliant investor with a proven history of delivering excellent returns. In fact, he just rode Netflix from the high fifties all the way to seven-hundred bucks a share in just under three years; an annualized return of around 130%! Icahn took over a major airline when I was literally in diapers so it is with a tremendous amount of respect that I will take the other side of his CNBC appearance from Wednesday.

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Demystifying Sustainable Investing

Brown Advisory

Demystifying Sustainable Investing. achen. Wed, 06/03/2015 - 09:00. For many investors, the topic of sustainable investing is a jungle of jargon and vague terms. When you cut through the confusion, though, you find that sustainable investing strategies have matured and improved, and now form the core of an increasing number of investors’ portfolios.

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Sustainability—An Expanding Toolkit

Brown Advisory

Sustainability—An Expanding Toolkit. achen. Wed, 06/03/2015 - 09:02. The boom in sustainable strategies has made it far easier than even five years ago to construct a sustainable portfolio across asset classes—from stocks to fixed income to compelling private equity alternatives. No question about it, sustainable investing is a growth industry. There were 925 investment funds that incorporate environmental, social or governance factors in their approach as of the end of 2014, according to US SIF

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Sustainability—Beyond the Usual Suspects

Brown Advisory

Sustainability—Beyond the Usual Suspects. achen. Wed, 06/03/2015 - 09:05. CEOs across the board try to give their firms a boost by increasing revenue and cutting costs. Our focus is on finding stocks across sectors with underlying environmental business advantages. That can lead us to holdings that might surprise you. CEOs of public companies face pressure from a wide variety of stakeholders to improve their environmental profiles: megaphone-wielding shareholders, procurement managers seeking to

Medical 52
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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

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The Advisory | June 2015

Brown Advisory

The Advisory | June 2015. achen. Wed, 06/03/2015 - 10:14. Shifting Gears. Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. stocks and fixed income securities will probably languish when the central bank begins to withdraw record stimulus. Federal Reserve policymakers forecast that they will likely start tightening this year for the first time since 2006, bringing an end to record liquidity, even as

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When Everyone’s Watching

The Irrelevant Investor

“It takes twenty years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” Buffett The S&P 500 just experienced its first negative two percent day since October 2014, when Ebola was the crisis du jour. Today, all but five of the S&P 500 stocks were down and just one component of the Nasdaq 100 was spared.