Brown Advisory

SEPTEMBER 3, 2015

Still, we believe that attractive opportunities for fundamental, bottom-up investing endure in China S and Asia’s other emerging markets, where valuations are more attractive than for equities in the developed world like the U.S. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst.

Insurance 52

Insurance Portfolio Management Clients Government 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. And we’re having very good conversations with clients that I think, at current valuation levels, they remain, you know, very interested in the market and they see some opportunities.

Clients 162

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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

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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

The Big Picture

FEBRUARY 28, 2023

And then the related question is, how dependent are private markets on public market valuations? LAYTON: — some of the differences in valuation that have been out there. You do see some big valuations there. LAYTON: I think they’re very closely linked in many regards. There are some differences.

Clients 147

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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. Valuations and performance returns are computed and stated in U.S. It is an illuminating case study.

Investing 52

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Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. If you look at the valuation range that they’ve traded at in recent history, most of them are at the upper ranges of that. My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. Happy to be here.

Marketing 52

Marketing Marketing Banking Numbers 52

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. That is not being reflected in valuations from a top down standpoint.

Investing 147

Investing Investments Economics Management 147

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. Tell us a little bit about your research.

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The Big Picture

OCTOBER 8, 2024

And I think what I’m trying to imply is there’s a lot of informational value that’s already held within the valuations where these equities are trading that you can calculate, you know, a sense of the implied market probability of success for an opportunity for a company. There, 00:10:35 [Speaker Changed] There is.

Healthcare 147

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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?

Insurance 59

Insurance Retirement Financial Advisor License 59

The Big Picture

SEPTEMBER 26, 2023

And if they don’t, we’re happy to own them at the valuation that we are creating that company act. And I think my employers appreciated it because I wasn’t trying to, you know, be a portfolio manager before my time. Tell us about what’s going on today that makes it so interesting.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

MAY 21, 2024

And one of the worst performing factors has been valuation. 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.

Numbers 147

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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.

Marketing 147

Marketing Marketing Investing Investments 147

The Big Picture

MARCH 14, 2023

Everybody wants to sell a company when they get a good valuation. Obviously, profits, very important to company valuation — BERNSTEIN: Absolutely. The other thing we do, Barry, is we group valuation as a sentiment indicator. So we do a lot of valuation work. BERNSTEIN: Correct. RITHOLTZ: Right. BERNSTEIN: Yes.

Economy 162

Economy Investing Investments Portfolio 162

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.

Engineering 130

Engineering Numbers Investing Investments 130

The Big Picture

JUNE 3, 2024

At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst. And you know, it’s the same thing when valuation gets outta control too. Valuations are tight, they’re tight for a reason. Yeah, yeah.

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