The Irrelevant Investor

AUGUST 13, 2023

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies.

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A Wealth of Common Sense

AUGUST 14, 2023

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies.

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Validea

AUGUST 26, 2022

As many high-flying stocks are derated and investors jump ship due to stagflation fears, value stocks will be in favor, says Douglas Maple-Brown of Maple-Brown Abbott, adding that valuations still have a ways to fall. That situation would be ideal for value investing, Maple-Brown told Financial Standard.

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Brown Advisory

APRIL 12, 2023

Large-Cap Sustainable Growth Strategy: Reporting on the impact of our investment decisions 2022 ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

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Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”)

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Validea

SEPTEMBER 16, 2022

We discuss his systematic macro process and how he applies it to managing his personal portfolio. We also get his take on the future of the 60-40 portfolio, managing money in an inflationary environment, the use of valuation in investing and a lot more. Listen on Apple. Listen/Watch on Spotify.

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Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. A: It consists of three levels.

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Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Q: Can you describe your investment process?

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Brown Advisory

FEBRUARY 21, 2022

Global Equity Investing: Focusing on Global Leaders. The global equity universe offers a broad range of investment opportunities, allowing portfolio managers to be highly selective and pick quality businesses, unconstrained by geography or index composition. A differentiated approach to valuation. .

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The Big Picture

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Really fascinating guy.

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Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. For us, the factors are basically a wash over a long horizon.

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Brown Advisory

APRIL 12, 2023

2022 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

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Validea

JUNE 27, 2023

In an article from Royce Investment Partners , portfolio managers Jim Stoeffel, Brendan Hartman, Jim Harvey, and Kavitha Venkatraman shared where they believe the best opportunities for long-term investments in small-caps are.

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WiserAdvisor

AUGUST 18, 2022

The world of investing can be quite overwhelming for newcomers. All of the aforesaid factors need to be considered to find the investment instrument for your needs. All of the aforesaid factors need to be considered to find the investment instrument for your needs. Say, for example, you wish to invest in a mutual fund.

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Brown Advisory

AUGUST 6, 2019

Investment Perspectives | Cool Change ajackson Tue, 08/06/2019 - 08:46 "Time for a cool change; I know that it's time for a cool change." Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments.

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Brown Advisory

AUGUST 6, 2019

Investment Perspectives | Cool Change. After more than 50 years of writing research reports and investment letters (including the last 20 with Brown Advisory), it’s time to pass the baton to a better qualified, more knowledgeable and—yes—younger colleague who can take Investment Perspectives forward. Tue, 08/06/2019 - 08:46.

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Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

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Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments. Investment Outlook Falling Interest Rates Trigger Investor Hunger For Yield. Equities Private Credit Outshines Many High-Valuation Stocks, Bonds. By Meera Patel, CFA, Director of Private Equity Fund Research and Jane Korhonen, CFA, Portfolio Manager ?

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International College of Financial Planning

NOVEMBER 10, 2021

There is great demand for Investment Advisor professionals in India and here we look at the various Investment Advisor Courses and Training Programs that you can take. The demand for Investment Advisors has been constantly rising over the last two decades. Types of Investment Advisor Courses and Training Programs.

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Validea

OCTOBER 17, 2022

With over 40 million customers, MercadoLibre also has a brand-name reputation that makes them attractive to investors, including top portfolio managers such as Herve van Caloen of the Mercator International Opportunity fund and Mark Baribeau of Jennison Associates.

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The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

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Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating Sustainable Investment Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed sustainable investing for more than a decade. Some years ago, we expanded our framework into sovereign bonds, a relatively less developed area in sustainable fixed income.

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Brown Advisory

MARCH 31, 2023

Audio Updates: Large-Cap Sustainable Growth Strategy mhannan Fri, 03/31/2023 - 09:58 The strategy seeks to deliver competitive risk-adjusted returns over a full market cycle through a concentrated portfolio of companies that we believe offer durable fundamental strengths, sustainable competitive advantages and compelling valuations.

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Brown Advisory

APRIL 1, 2015

Investment Perspectives | Bubbles II. In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Wed, 04/01/2015 - 16:48.

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The Big Picture

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. What makes a good investment strategy?

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Brown Advisory

JUNE 21, 2023

When macro conditions are uncertain, a banker’s approach to valuation can help. David, a former investment banker, has always brought a banker’s mentality to valuing smaller companies by breaking down their assets and operations into components that can be more accurately assessed. CIO Perspectives: A New Bull Market?

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Truemind Capital

MAY 19, 2020

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. Smart investors are very careful about market valuations (prices) and investor behaviour.

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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.

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Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate. 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. Manager Characteristics. Wed, 06/21/2017 - 12:35. Assuring "Average".

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Zoe Financial

FEBRUARY 21, 2023

However, I have very specific investment goals and need to know what characteristics to look for. A Zoe Blog Reader Dear Reader, When it comes to managing your money, knowing who to turn to can be challenging. They may also offer services such as setting up investment accounts or retirement plans that fit your unique needs.

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Brown Advisory

MAY 7, 2021

CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead jharrison Fri, 05/07/2021 - 14:37 As signs of market froth abound, our CIOs discuss the most important dynamics for investing in the current environment. The vantage point allows for insights in investing in frothy markets and avoiding pockets of overvaluation.

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Brown Advisory

MAY 7, 2021

As signs of market froth abound, our CIOs discuss the most important dynamics for investing in the current environment. The vantage point allows for insights in investing in frothy markets and avoiding pockets of overvaluation. In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon.

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The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. For most of the last century, investing was a lot more art than science.

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Brown Advisory

NOVEMBER 14, 2017

Investment Perspectives | “Undoing” the Fed’s Balance Sheet achen Tue, 11/14/2017 - 16:18 These days, it seems like all eyes are on the Federal Reserve. As short-term interest rates on low-risk assets approached zero during the crisis, conventional monetary policy became ineffective at encouraging investment and stimulating the economy.

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Brown Advisory

NOVEMBER 14, 2017

Investment Perspectives | “Undoing” the Fed’s Balance Sheet. Well, maybe not all eyes, but certainly a large number of investors are paying unusually close attention to the Fed as it begins to unwind its bond investments and thus reduce the size of its balance sheet. Tue, 11/14/2017 - 16:18. the broad markets are largely efficient.

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Brown Advisory

MARCH 2, 2020

We are pleased that our long-term results have demonstrated that there does not have to be a trade-off between strong performance and smart investments that help address some of our society’s trickiest sustainability challenges. We bring different backgrounds and a diversity of thinking to portfolio management.

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Brown Advisory

MARCH 2, 2020

We are pleased that our long-term results have demonstrated that there does not have to be a trade-off between strong performance and smart investments that help address some of our society’s trickiest sustainability challenges. We bring different backgrounds and a diversity of thinking to portfolio management.

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