Advisor Perspectives

AUGUST 30, 2023

In the first installment of our three-part series on global supply chains, Portfolio Managers Peeyush Mittal and Inbok Song discuss why and where trading networks and manufacturing hubs are changing and how it’s impacting the international investment landscape.

Investing 40

Investing Investments Portfolio Management Manufacturing 40

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.

Manufacturing 52

Manufacturing Portfolio Management Valuation Retail 52

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.

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Compliance Portfolio Management Management Manufacturing 98

Trade Brains

OCTOBER 22, 2023

The company’s operations are divided into two main segments: Sugar & allied businesses, which involve making sugar and distilling alcohol, and the Engineering business, which includes manufacturing high-speed gears, and gearboxes, and offering water/wastewater treatment solutions. Stock P/E 52.22

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Engineering Retail Manufacturing Investing 97

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. You have 13 portfolio managers plus including you and Carl. Since then, it’s grown to about $7 billion.

Healthcare 159

Healthcare Portfolio Management Investing 159

Trade Brains

JULY 10, 2024

It helps in diversifying portfolios, managing risks, and aligning investments with emerging trends like technology or green energy. It covers the entire ecosystem, from EV manufacturing to charging infrastructure and battery production. Stocks are weighted by their free-float market capitalization.

Healthcare 52

Healthcare Manufacturing Distribution Banking 52

Carson Wealth

JANUARY 2, 2024

Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024.

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Marketing Marketing Economy Manufacturing 89

Carson Wealth

JANUARY 16, 2024

Our LEI places less emphasis on manufacturing and business sentiment and more on consumer spending, which makes up roughly two-thirds of the economy, than some widely followed LEIs. high technology manufacturing base in the last year has been extraordinary. In addition, the investment in the U.S.

Investing 96

Investing Investments Marketing Marketing 96

The Big Picture

MAY 20, 2025

First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. How do you manage around that 00:38:22 [Speaker Changed] As a disciplined investment shop? So there are four portfolio managers on every strategy at Bridgeway. We have everything documented in detail.

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Management Numbers Transportation Accounting 130

Brown Advisory

SEPTEMBER 3, 2015

Here are two companies in our managers’ portfolios that we believe can weather the short-term turbulence and excel long term: From media to fashion to tourism, South Korean companies have ridden the rise of middle-income Chinese. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. 1, 2008, until Dec. Rude Awakening.

Insurance 52

Insurance Portfolio Management Clients Government 52

David Nelson

NOVEMBER 28, 2022

The Wall Street Journal is reporting that (AAPL) could see a 6 million iPhone Pro shortfall as unrest spreads throughout China’s manufacturing centers. Many are calling the crackdowns the largest since the Tiananmen Square protests in 1989.

Marketing 52

Marketing Marketing Portfolio Management Manufacturing 52

The Big Picture

APRIL 29, 2025

So our analysts and our firm are as important as our portfolio managers. 00:24:18 It’s not necessarily as track to portfolio management. Every team has the, has the ability to seek alpha in its own way. And what we have are very long tenured experienced career analysts.

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Management Assets Portfolio Insurance 130

Brown Advisory

AUGUST 24, 2023

In this impact report for our Global Leaders Strategy, Portfolio Managers Mick Dillon and Bertie Thomson reflect on the past year. MORE ON THIS TOPIC Global Leaders Strategy: Reporting on the impact of our investment decisions We believe our investments generate a wide variety of positive impacts.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

In this impact report for our Global Leaders Strategy, Portfolio Managers Mick Dillon and Berite Thomson reflect on the past year. MORE ON THIS TOPIC Global Leaders Strategy: Reporting on the impact of our investment decisions We believe our investments generate a wide variety of positive impacts.

Economy 52

Economy Portfolio Management Clients Portfolio 52

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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Assets Investing Investments Management 263

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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Clients Investing Investments Management 159

Brown Advisory

SEPTEMBER 1, 2015

TreeHouse Foods, the largest manufacturer of foods carrying the brand names of supermarket chains, is a small-cap stock that is flourishing as consumers increasingly prefer small, niche brands over large producers with long-established labels. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening.

Food 52

Food Portfolio Management Sales Retail 52

Carson Wealth

AUGUST 21, 2023

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Four positive stories on the manufacturing front are tailwinds for the economy. The economy has surprised to the upside and stocks had one of their best starts to a year. Inflation was up just 1.9%

Marketing 52

Marketing Marketing Economy Retail 52

Brown Advisory

SEPTEMBER 22, 2017

Second, they lower their own costs materially, thereby improving margins, by becoming productivity leaders through innovative manufacturing, distribution, or other strategies. Nor are the examples we offered ideal, as ARM and Cavium outsource their manufacturing. The Journal of Portfolio Management 40(2): 18-29.

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Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Second, they lower their own costs materially, thereby improving margins, by becoming productivity leaders through innovative manufacturing, distribution, or other strategies. Nor are the examples we offered ideal, as ARM and Cavium outsource their manufacturing. The Journal of Portfolio Management 40(2): 18-29.

Portfolio 52

Portfolio Investing Investments Management 52

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.

Investing 52

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. Healthy Returns: Sustainable Investing in the Health Care Sector. Mon, 10/28/2019 - 14:59.

Investing 52

Investing Investments Medical Portfolio 52

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.

Economy 40

Economy Economics Asset Allocation Banking 40

WiserAdvisor

MARCH 13, 2025

Independent broker-dealers may not manufacture their own investment products, but their primary business is still selling them. You must also check if the financial advisor will be able to offer the same level of financial planning, portfolio management, and ongoing support at their new firm.

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Financial Planning Planning Financial Advisor Fiduciary Duty 40

The Big Picture

FEBRUARY 28, 2023

You know, when I was a kid, my dad ran a manufacturing facility, and I remember being with him on the floor, you know, at the manager’s window or whatever, and him walked around that floor. You know, we talked a little bit about our Colorado campus and how we’ve created a field.

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Clients Assets Investing Investments 146

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. 0:17 Ryan Kelley: Thanks.

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Marketing Marketing Banking Numbers 52

Brown Advisory

AUGUST 14, 2023

Our technology investments range from semiconductor design and manufacturing to vertical market software and we believe these have very different long-term economic drivers and ways of capturing value which is precisely what we seek. We are an all-sector, all-country investment strategy.

Investing 52

Investing Investments Portfolio Accounting 52

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. How did our ancestors cope? ( But American voters seem unimpressed.

Portfolio Management 130

Portfolio Management Assets Management Manufacturing 130

The Big Picture

FEBRUARY 17, 2025

Going to the malls, visiting real estate sites, going to the auto manufacturing plants, visiting battery plants really gives you a more concrete sense of what is occurring and to your point, what is beneath the headlines and what the market could be missing. And even doing site visits, right? 00:26:28 [Speaker Changed] Hmm.

Investing 146

Investing Investments Economics Marketing 146

MarketWatch

JUNE 18, 2023

Bearish portfolio managers have been “hedging their positions because they don’t want to miss out on the AI frenzy,” which has helped to juice the recent rally in stocks, said Eric Sterner, chief investment officer at Apollon Wealth Management, which manages $3.9 The average performances for each month is -0.3%

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Marketing Marketing Economics Management 75

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. I think that Ford is the world’s largest commercial vehicle manufacturer, will find its footing in EVs and come out with some pretty spectacular things.

Investing 130

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. You’ve seen job losses in goods producing sectors, manufacturing, auto, construction. Manufacturing seems to be bottoming with ISM where it is right now. Tell us a little bit about your research.

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Marketing Marketing Economy Valuation 130

Brown Advisory

OCTOBER 26, 2021

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. Catalent is a quintessential example. However, that was not the entire story.

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Manufacturing Communication Investing Investments 52

The Big Picture

OCTOBER 8, 2024

I was an analyst there for two years and then when a opportunity opened up for an internal promotion to portfolio manager in the beginning of 2017, they, they promoted me to that seat. When you’re an analyst, they’re training you to do the portfolio manager’s job.

Healthcare 146

Healthcare Medicine Portfolio Investing 146

Sara Grillo

NOVEMBER 14, 2022

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not. Are commissions bad?

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Insurance Retirement License Financial Advisor 59

The Big Picture

SEPTEMBER 26, 2023

I think the reason I say should and not would is because we also have stimulation by the Biden administration in the form of infrastructure bills, in the form of green manufacturing capabilities, reshoring of certain types of manufacturing. And that’s stimulative. So I, I think that’s, that’s advice number one.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

JULY 11, 2023

JOHNSON: And so, and the manufacturer had less power. So she wants her portfolio managed that way. You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right. And honestly, actually to the person who deals directly with the client, to the financial advisor themselves.

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Management Investing Investments Assets 220