Food Numbers Portfolio Management Valuation 
Bell Investment Advisors
JUNE 29, 2023
I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. All these numbers are as of June 16. It was almost the same number when I checked this on the 16th. 06:07 Meanwhile, they made some mistakes in their portfolio where they had a mismatch. 0:17 Ryan Kelley: Thanks.
Brown Advisory
FEBRUARY 14, 2023
Our in-house Sovereign Sustainability Score provides an initial indication of a country’s performance from over 30 indicators across a number of factors. However, there may be opportunities to own corporate debt within Brazil to take advantage of strong commodity prices and improved balance sheets and valuations.
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Brown Advisory
FEBRUARY 14, 2023
Our proprietary Sovereign ESG Score provides an initial indication of a country’s ESG performance from over 30 indicators across a number of ESG factors. However, there may be opportunities to own corporate debt within Brazil to take advantage of strong commodity prices and improved balance sheets and valuations.
Brown Advisory
FEBRUARY 14, 2023
Our proprietary Sovereign ESG Score provides an initial indication of a country’s ESG performance from over 30 indicators across a number of ESG factors. However, there may be opportunities to own corporate debt within Brazil to take advantage of strong commodity prices and improved balance sheets and valuations.
The Big Picture
JULY 24, 2023
MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. MIAN: Valuations are ebb and flow. But number two is from a demographic standpoint.
Aleph
JANUARY 14, 2023
Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations.
The Big Picture
FEBRUARY 28, 2023
You sit on the board of directors on a number of portfolio companies. You own them, but yet they manage themselves and you guys are involved in that. If you think about the food value chain, for example, what are the types of companies that are going public in the food value chain? LAYTON: Yup.
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