Brown Advisory

SEPTEMBER 22, 2017

Of the 20 academic studies referenced, half reported a positive effect of ESG factors on portfolio performance, three reported negative effects, and the rest were neutral. Nor are the examples we offered ideal, as ARM and Cavium outsource their manufacturing. The Journal of Portfolio Management 40(2): 18-29. References.

Portfolio 52

Portfolio Investing Investments Management 52

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.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Clients 152

Clients Investing Investments Management 152

The Big Picture

SEPTEMBER 26, 2023

Ritholtz ] 00:09:37 I recall reading, and I know you can’t say this, but I recall reading that fund return something like 19% a year, some just astounding number. And if they don’t, we’re happy to own them at the valuation that we are creating that company act. Crazy number. 00:37:26 [Speaker Changed] Huh.

Banking 130

Banking Investing Investments Clients 130

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.

Investing 141

Investing Investments Marketing Marketing 141

The Big Picture

MARCH 14, 2023

Everybody wants to sell a company when they get a good valuation. So up 18 or 19 percent for the year, you see those spectacular numbers. Obviously, profits, very important to company valuation — BERNSTEIN: Absolutely. The other thing we do, Barry, is we group valuation as a sentiment indicator. BERNSTEIN: Correct.

Economy 152

Economy Investing Investments Portfolio 152

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. And then the related question is, how dependent are private markets on public market valuations? You do see some big valuations there. LAYTON: Yup.

Clients 141

Clients Investing Investments Assets 141