Brown Advisory

JANUARY 1, 2023

6 Another way to understand how value is being added is to separate returns into alpha from individual investment selection vs. capital allocation across sectors, say being underweight energy in 2022. with the broadest and least expensive range of products including ETFs, mutual funds, stocks, bonds etc.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

NOVEMBER 14, 2023

So I worked at the third party administrator distribution arm of mutual fund family at Mass Financial. It was back when banks couldn’t offer and distribute mutual funds. So I was learning just a ton about the mutual fund industry and working with these big global companies. So it’s called the banking services group.

Math 130

Math Management Insurance Assets 130

The Big Picture

DECEMBER 12, 2023

The transcript from this week’s, MiB: Joel Tillinghast, Fidelity’s Legendary Fund Manager , is below. Barry Ritholtz : This week on the podcast, not only do I have an extra special guest, but I have a mutual fund Legends Fidelity Low price stock fund manager, Joel Tillinghast has been there pretty much since inception in 1989.

Management 258

Management Investing Investments Retail 258

The Big Picture

NOVEMBER 15, 2022

So if you’re an advisor, and I spend most of my time talking to the wealth management institutional business, if you’re an advisor, you should not be spending a lot of your time trying to add alpha through understanding investing better than the rest of the market. That is a mug’s game, right? It’s largely solved.

Management 268

Management Assets Portfolio Investing 268