David Nelson

JULY 25, 2022

By David Nelson, CFA CMT Congress is close to passing a $52 Billion subsidy for the Chip industry to on shore semiconductor manufacturing here in the United States. It certainly isn’t a new story but at least some in the press have reported on the repeated trading by Speaker Pelosi’s husband venture capitalist Paul Pelosi.

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Compliance Portfolio Management Management Manufacturing 98

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.

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Marketing Marketing Banking Numbers 52

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. We need to view the complete portfolio; it is not just a collection of 30-40 great companies.

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Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Our entire portfolio is built on this philosophy. Our approach in health care is no different.

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Investing Investments Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Our entire portfolio is built on this philosophy. A DRILLDOWN ON OUR PORTFOLIO. Healthy Returns: Sustainable Investing in the Health Care Sector. Mon, 10/28/2019 - 14:59. Source: Bloomberg.

Investing 52

Investing Investments Medical Portfolio 52

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year.

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Healthcare Portfolio Management Investing 154

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investing Investments Management 52

The Big Picture

JULY 11, 2023

And I remember being on the phone thinking, as the PMs were asking questions about cash flows and things, I was thinking, you’re asking all the wrong questions about whether this portfolio will perform because it’s things like down payment. ” Who are the number one users of TurboTax? It’s the CPAs.

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The Big Picture

DECEMBER 14, 2023

( BBC ) • ‘Bidenomics’ is a big hit — outside the US : The president’s signature climate law, with its massive subsidies and push for domestic manufacturing, has leaders across the UK, Australia and Europe scrambling to follow suit. population in a diminishing number of battleground states. But American voters seem unimpressed.

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Portfolio Management Manufacturing Management Assets 130

Brown Advisory

SEPTEMBER 3, 2015

We also expect that earnings will rise at Atlas Copco, a Sweden-based manufacturer of industrial tools and equipment, and other companies tied to Europe’s recovering industrial sector. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening.

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Economy Economics Asset Allocation Clients 40

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.

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Clients Investing Investments Management 154

Brown Advisory

OCTOBER 26, 2021

Investors may instinctively flock to small-caps for growth, innovation and portfolio beta. Health care’s weight in the R2G grew as a result of the dramatic increase in the number of early-stage biotech firms, with fortunes that could hinge on the results of one or two clinical trials. Catalent is a quintessential example.

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Manufacturing Communication Investing Investments 52

The Big Picture

JANUARY 16, 2024

She has had a number of different positions within PIM, including managing their flagship core real estate fund. Before she moved into management, she has been on all of the big lists. I worked in sort of a quasi portfolio management role for like a single client account type business. I had two stops before then.

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Assets Investing Investments Management 259

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. WAGNER: You know there are a number of things that occurred. . ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio.

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Investing Investments Assets Insurance 130

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. RITHOLTZ: You had 1987, you had 1997, you had 1998 there were a number of really substantial. But number two is from a demographic standpoint. Tell us a little bit about your research. RITHOLTZ: Right.

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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. So, so let’s talk about some of those legacy portfolio issues. Crazy number. And that’s stimulative. Some, some, yeah. Just steamrolled everybody.

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Banking Investing Investments Clients 130

The Big Picture

FEBRUARY 28, 2023

You buy companies to run them and manage them for the long haul. Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. You sit on the board of directors on a number of portfolio companies. LAYTON: Yeah. LAYTON: Yeah.

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Clients Investing Investments Assets 143

The Better Letter

JANUARY 11, 2024

As my friend Morgan Housel has explained , “Every forecast takes a number from today and multiplies it by a story about tomorrow.” Bernstein, “Forecasting: Fables, Failures, and Futures – Continued,” in Economics and Portfolio Strategy , November 15, 2002, p. So did Ron Paul. The funniest.

Economy 95

Economy Economics Math Banking 95

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 143

Investing Investments Marketing Marketing 143

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. What do they have, 90000 plus CFPs?

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CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

MARCH 14, 2023

And our marketing materials, if you go back and look, our marketing materials from 2009, ’10, ’11, ‘12, you’ll see little things about what we call fire extinguishers that we’ve put in the portfolio, things you could pull off the wall in case there was an emergency, to put out the fire in the portfolio. BERNSTEIN: Exactly.

Economy 154

Economy Investing Investments Portfolio 154

The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. So, so you choose a number of specific industries or did you choose them? RITHOLTZ: Wild number.

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