Advisor Perspectives

DECEMBER 1, 2023

In the wake of recent underperformance, healthcare is entering the new year with compressed valuations just as innovation picks up and a post-COVID reset winds down. That should make for a positive outlook, says Janus Henderson Portfolio Managers Andy Acker and Dan Lyons.

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Healthcare Portfolio Management Valuation Portfolio 52

Trade Brains

JUNE 14, 2025

360 ONE WAM 360 ONE WAM is a leading Indian wealth and asset management company offering services like portfolio management, advisory, and alternative investments. Dr Agarwal’s Health Care Dr Agarwal’s is a healthcare group known for its network of eye hospitals across India. percent, while the public holds 23.68

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Healthcare Portfolio Management Investment Advisor Consulting 64

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. 00:04:29 [Speaker Changed] So you start at the healthcare group as an analyst in Citi in the early two thousands, obviously the background in neuro had to help. Since then, it’s grown to about $7 billion. 00:08:21 [Speaker Changed] Wow.

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WiserAdvisor

AUGUST 31, 2023

A financial advisor can help you with portfolio management, risk reduction, and inflation protection During retirement, your investment goals shift from accumulation to preservation of wealth. Your investment risk appetite is lowered, and it is important to readjust your portfolio accordingly.

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Trade Brains

JULY 10, 2024

It helps in diversifying portfolios, managing risks, and aligning investments with emerging trends like technology or green energy. 3.15%), Max Healthcare Institute Ltd. Nifty MidSmall Healthcare Index The Nifty MidSmall Healthcare Index measures the performance of mid-cap and small-cap healthcare stocks.

Healthcare 52

Healthcare Manufacturing Distribution Banking 52

David Nelson

JULY 18, 2022

As an analyst and on the line portfolio manager I can tell you that estimate revision is one of the more successful factors in stock selection. Healthcare, another example is largely defensive and has secular tailwinds. Data by Bloomberg. Games have rules and the Game of Stocks is no different.

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Electronics Healthcare Management Portfolio Management 91

Trade Brains

FEBRUARY 19, 2024

Operating Margin 18.80% Net Profit Margin 12.60% Best Debt-Free Stocks Under Rs 500 #4: Fortis Healthcare Established in 1996, Fortis Healthcare is a healthcare organization in India with 28 healthcare facilities, 4,500+ operational beds, and over 400 diagnostic centers. .) ₹ 2,43,167 EPS(TTM) 21.1 Stock P/E 25.0

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Trade Brains

FEBRUARY 19, 2024

Operating Margin 18.80% Net Profit Margin 12.60% Best Debt-Free Stocks Under Rs 500 #4: Fortis Healthcare Established in 1996, Fortis Healthcare is a healthcare organization in India with 28 healthcare facilities, 4,500+ operational beds, and over 400 diagnostic centers. .) ₹ 2,43,167 EPS(TTM) 21.1 Stock P/E 25.0

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Healthcare Consulting Engineering Management 59

Brown Advisory

AUGUST 11, 2023

FTV 20% “Healthcare – industry recovery is on track as labor and productivity challenges moderate.” SHW 21% “Some positive signs in new residential construction indicate we may have reached bottom.” UNP 21% “Automotive – we expect growth to continue driven by strong OEM production.”

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Economy Manufacturing Clients Economics 98

WiserAdvisor

MAY 13, 2025

Healthcare for long-term stability and resilience. Reinvesting dividends can further enhance long-term portfolio growth. Industries like utilities, consumer staples, healthcare, and financials are known for steady dividend yields, making them strong options for retirees. Consumer goods for consistent performance.

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Trade Brains

FEBRUARY 14, 2023

Allocation The fund has a majority of its money invested in financial, capital goods, healthcare, consumer discretionary, and service sectors. Allocation The fund has a majority of its money invested in the Financial, Automobile, Technology, Materials, and Healthcare sectors. It has an expense ratio of 0.44%. in debt instruments.

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Healthcare Retirement Banking Investments 59

The Big Picture

OCTOBER 31, 2023

And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? And so we’ve built out over $20 billion hedge fund, liquid alt business.

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Management Investing Investments Portfolio 157

The Big Picture

JANUARY 16, 2024

I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period. ’cause eventually you were running that for a few Cathy Marcus : 00:05:56 [Speaker Changed] Years.

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Brown Advisory

OCTOBER 28, 2021

Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory India’s COVID-19 Crisis and Its Impact on Women June 29, 2021 Disasters exacerbate existing inequities, and COVID-19 is proving no different. The devastation in India has been harrowing for women, as communities struggle to protect public health.

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Portfolio Management Economics Clients Education 52

Brown Advisory

OCTOBER 28, 2021

Speakers: Andrea Hoban, Co-Founder and Head of Oji Life Lab; Lindsay Jurist-Rosner, Founder and CEO of Wellthy; Ashley Williams, Founder and CEO of Infinite Focus Moderator: Meredith Shuey Etherington, Portfolio Manager at Brown Advisory. . Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory. . June 29, 2021.

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Portfolio Management Economics Clients Education 52

The Big Picture

DECEMBER 6, 2022

But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. We have our portfolio management team, our portfolio administration team, just to make sure in terms of liquidity capacity of the strategy make sense. BERRUGA: Yeah.

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The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. Jeremy’s never really been a portfolio manager.

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WiserAdvisor

APRIL 12, 2024

This may include topics such as retirement income planning, asset allocation strategies, healthcare costs, long-term care costs, withdrawal strategies, tax minimization, and estate planning considerations. Evaluate your current commitments, including client meetings, research, portfolio management, and administrative tasks.

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Financial Advisor Clients Numbers Management 52

Sara Grillo

APRIL 11, 2022

Yeah, I did that early in the 1990s, that I had some understanding of portfolio management after allows in the investment industry, it seemed to me I should have some understanding, and it was odd that the firm that I worked for torpedo didn’t require any training at all, except you know what they wanted you to have.

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Financial Advisor Portfolio Clients Management 52

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. Let’s talk a little bit about portfolio analytics, financial planning tools. RAMPULLA: Yeah.

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Clients Financial Advisor Taxes Investing 280

The Big Picture

MAY 13, 2025

So we probably have half a dozen or more different employee resource groups now, but the importance of encouraging women and helping them develop into leaders at Vanguard, and I, I use the term leader broadly, so leader of people, but also specialists in portfolio management or legal or you know, data analytics, you name it.

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The Big Picture

MAY 9, 2023

That’s on the private side and then on the public side, really getting market updates from our various portfolio managers and CIOs across the public side business in terms of what’s been happening in those businesses. So that’s the kind of more investment side of things.

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Assets Clients Investments Investing 293

The Big Picture

OCTOBER 8, 2024

So healthcare is your focus, your entire career. And one of the professors at Columbia who was a mentor of mine and, and I had worked with Izzy Edelman, his son, Joe Edelman, founded Perceptive, which is a firm that has been tremendously successful as, as healthcare investors. So it was my first time covering European healthcare.

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Healthcare Medicine Portfolio Investing 144

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. RITHOLTZ: First World Healthcare, First World Internet, First World Financials Network. Hard to beat. RITHOLTZ: Really, really very fascinating stuff.

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Investing Investments Assets Insurance 130

Brown Advisory

OCTOBER 26, 2021

In contrast, approximately 27% of the over 625 IPOs since 2019 were in those healthcare sub sectors. Our due diligence process is built on Brown Advisory’s small-cap heritage, a solid foundation developed over the 15 years of experience in the space, and implemented by a large team of analysts and portfolio managers.

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Manufacturing Communication Investing Investments 52

The Big Picture

SEPTEMBER 26, 2023

I’m not, I was not, I am not cut out for being a doctor, but I still valued healthcare, life sciences, biotechnology as important areas of the economy and things I’ve just found naturally interesting and, and curious. And I passed out seeing him treat a, a bullet wound. And, and he was right.

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Banking Investing Investments Clients 130

The Big Picture

JUNE 10, 2025

And, and then what we’re having is this interesting debate is, so, okay, so go back, I’m a port, you know, think about an active portfolio manager saying, wait a second, these indexes are eating my lunch. And oh yeah, the economy’s collapsing, but I have healthcare and retirement. I’ll be okay.

Assets 144

Assets Management Portfolio Investing 144

The Big Picture

JUNE 2, 2024

lawrence’s Substack ) • You Can Thank Private Equity for That Enormous Doctor’s Bill : Private-equity investors have poured billions into healthcare but often game the system, hurting both doctors and patients. He also serves as the lead portfolio manager for multi-sector & derivative-based strategies.

Asset Allocation 157

Asset Allocation Pharmaceutical Healthcare Portfolio Management 157

The Big Picture

APRIL 11, 2023

So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood.

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Valuation Education Numbers Government 292

The Big Picture

APRIL 8, 2025

But where AI is likely to have some of its most profound impacts is in healthcare. So when you look at the history of healthcare, it really started out as a little bit of chemistry and then it became biology and then it became genomics. Tell us a little bit about the investment opportunities that exist in the healthcare space.

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Asset Allocation Wealth Management Clients Assets 144

The Big Picture

MAY 21, 2024

So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter. Maybe less so for equities or fixed income. It’s a changing animal.

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Numbers Banking Management Marketing 144

The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

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Marketing Marketing Investments Investing 144

The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. I must have worked for 30, 40 portfolio managers across four, four or five investment firms.

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The Big Picture

JULY 31, 2023

HOFFMAN: Actually, he responded pretty responsibly, put out, I think, two shareholder letters about a week apart in late March, and actually did what no portfolio manager usually loves doing, which is he deconstructed the trade. How did he respond to the sort of public flaying that he got on Twitter? RITHOLTZ: Right.

Retail 130

Retail Government Economy Economics 130

The Big Picture

JANUARY 12, 2025

The Atlantic ) Annual winners for most egregious US healthcare profiteering announced : Selling body parts without consent and billing desperate parents $97,599 for air transport among worst examples.( I just dont know what. Lown Institute ) Schools and City Governments Rely on Property Taxes.

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Healthcare Government Transportation Portfolio Management 246

The Big Picture

NOVEMBER 24, 2024

Healthcare System Is So Much Worse Than Its Peers : The United States has the worst-performing health system among all high-income countries. He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. The Atlantic ) • Why the U.S. Even the best-performing U.S. Even the best-performing U.S.

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Insurance Coverage Healthcare Food Media 130