The Irrelevant Investor

JULY 23, 2018

Michael is the portfolio manager of Broome Street Capital, a fund that specializes in m&a and event-driven trading. Do financial service companies of the future look like those of the past? Valuations though could make this tricky, even with a 25-year runway).

Portfolio Management 52

Portfolio Management Banking Financial Services Valuation 52

Brown Advisory

OCTOBER 16, 2017

Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances. Let’s call the stock "XYZ."

Portfolio 52

Portfolio Clients Risk Tolerance Taxes 52

Brown Advisory

OCTOBER 16, 2017

Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances. Let’s call the stock "XYZ."

Portfolio 52

Portfolio Clients Risk Tolerance Taxes 52

Brown Advisory

SEPTEMBER 12, 2016

managers focused on environmental, social and governance (ESG) factors and the 13.6% We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

managers focused on environmental, social and governance (ESG) factors and the 13.6% We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

AUGUST 14, 2023

In this example, the stock picking hardly matters anymore – the portfolio is predominantly a sector bet and hence has a large factor risk. We need to view the complete portfolio; it is not just a collection of 30-40 great companies. We want to ensure that we are managing these opportunities and risks in balance.

Investing 52

Investing Investments Portfolio Accounting 52

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. equity funds in 2016 alone. equity funds in 2016 alone.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. According to Morningstar (which tracks mutual funds and their performance), more than 80% of all actively managed U.S. Assuring "Average".

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

NOVEMBER 28, 2017

In the equity strategies that our firm manages, we focus on fundamental research of individual companies to assess their long-term prospects, and we avoid making decisions that require guessing about short-term market movements. Well, we believe that broader economic fundamentals are important for long-term stock valuations.

Economy 52

Economy Clients Economics Management 52

Brown Advisory

NOVEMBER 28, 2017

In the equity strategies that our firm manages, we focus on fundamental research of individual companies to assess their long-term prospects, and we avoid making decisions that require guessing about short-term market movements. Well, we believe that broader economic fundamentals are important for long-term stock valuations.

Economy 52

Economy Clients Economics Management 52

The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. Michael Carmen is co-head of private Markets at Wellington Management. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? Wellington’s a fascinating company. That are all gone.

Management 157

Management Investing Investments Portfolio 157

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

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. And I think you will also.

Assets 293

Assets Clients Investing Investments 293

Brown Advisory

MARCH 30, 2022

We believe that a long-term investing approach focused on businesses with strong competitive advantages, with business models that generate high return on incremental invested capital, capable and rightly incentivized management teams and attractive valuations, from a long-term investment horizon, may help investors navigate this volatility.

Investing 52

Investing Investments Marketing Marketing 52

Brown Advisory

OCTOBER 11, 2021

Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Importantly, this information should just be the start of a more in-depth conversation with an investment manager or advisor who would take into account the nuance and needs of each institution.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Importantly, this information should just be the start of a more in-depth conversation with an investment manager or advisor who would take into account the nuance and needs of each institution.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 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.

Valuation 52

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.

Valuation 52

Valuation Portfolio Investing Investments 52

Brown Advisory

SEPTEMBER 11, 2016

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. small-cap stocks.

Economics 52

Economics Economy Communication Clients 52

Brown Advisory

SEPTEMBER 11, 2016

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. small-cap stocks.

Economics 52

Economics Economy Communication Clients 52

The Big Picture

FEBRUARY 28, 2023

That’s kind of unusual these days, you went straight to the Partners Group after you got a Bachelor’s in Finance from Brigham Young University and the Marriott School of Management, and you’ve stayed there your entire career. And I went to pitch this asset management guy on why he should come be a part of that process.

Clients 144

Clients Investing Investments Assets 144

The Big Picture

MAY 21, 2024

I think for like the past 11 years, she manages hun literally hundreds of models and helps create just an endless amount of research and content. 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. And I’ll give you an example.

Numbers 144

Numbers Management Banking Marketing 144

The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation 292

Valuation Education Government Numbers 292