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.
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. Second, we keep a keen eye on valuation.
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Brown Advisory
SEPTEMBER 20, 2017
Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. While valuation is critical to our approach, it occurs near the end of our process. Second, we keep a keen eye on valuation.
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. Balanced Portfolio Trends of the past may continue or could suddenly reverse.
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.
The Big Picture
DECEMBER 19, 2023
There are about 13 different portfolio managers each focused on a different sub-sector. And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. You have 13 portfolio managers plus including you and Carl.
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.
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