The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. And you know, we’re a, we’re a concentrated manager.

Management 130

Management Assets Portfolio Insurance 130

Trade Brains

JUNE 6, 2025

It offers stock broking, mutual funds, insurance, portfolio management, and online trading, serving clients across India, the Middle East, and other. On 5th June 2025, BNP Paribas India Holding Private Limited, part of the Promoter Group, disposed of its entire stake of 14.35 lakh shares (0.51 percent) at an average price of Rs.

Financial Services 52

Financial Services Manufacturing Startup Portfolio Management 52

The Big Picture

MAY 20, 2025

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? 00:02:52 [Speaker Changed] Well, the statistical side definitely comes from my degree and then work as a project manager at MIT. Same number of shares is just gonna be, you know, 0.001 of the portfolio.

Management 130

Management Numbers Transportation Accounting 130

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. Since then, it’s grown to about $7 billion. And they are not the typical hedge fund. Your next stop is Millennium.

Healthcare 162

Healthcare Portfolio Investments Investing 162

Brown Advisory

AUGUST 11, 2023

Old economy refers to industries that have not changed significantly despite advances in technology – subsectors like steel, agriculture and manufacturing come to mind, but for inclusivity let’s broaden the definition out to the industrials and materials sectors. Source: FactSet. Data as of July 30, 202. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

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.

Investing 96

Investing Investments Marketing Marketing 96

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

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.

Compliance 98

Compliance Portfolio Management Management Manufacturing 98

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

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

Engineering 97

Engineering Retail Manufacturing Investments 97

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. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 89

Marketing Marketing Economy Manufacturing 89

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. So, so let’s talk a little bit about that giant portfolio of investments.

Assets 264

Assets Investments Investing Management 264

Trade Brains

JULY 10, 2024

The new indices make it easy for investors to diversify their portfolios through concentration in rising industries such as technology or green energy, alternatively having large-cap, mid-cap, and small-cap firms. It covers the entire ecosystem, from EV manufacturing to charging infrastructure and battery production.

Healthcare 52

Healthcare Manufacturing Distribution Banking 52

Brown Advisory

SEPTEMBER 3, 2015

We are using third-party managers such as Somerset and Macquarie in an effort to position client portfolios to benefit from the rising middle class across the region. We mitigate risk by ensuring that the managers buy shares of Chinese companies outside mainland exchanges, where speculation is rife. 1, 2008, until Dec.

Insurance 52

Insurance Portfolio Management Clients Government 52

The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios. Is that who the Global X investor is?

Clients 162

Clients Investments Investing Management 162

Brown Advisory

AUGUST 24, 2023

The team discusses this and Mick talks about the tools he, and his global equity team, use to assess various macro risks and determine which factors are legitimate threats to the cash flows of their portfolio companies. He used case studies of portfolio holdings Taiwan Semiconductor and AIAA in a discussion of opportunities and risks.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

The team discusses this and Mick talks about the tools he, and his global equity team, use to assess various macro risks and determine which factors are legitimate threats to the cash flows of their portfolio companies. He used case studies of portfolio holdings Taiwan Semiconductor and AIAA in a discussion of opportunities and risks.

Economy 52

Economy Portfolio Management Clients Portfolio 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 Management 52

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.

Clients 147

Clients Assets Investments Investing 147

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 Investments Investing 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 Investments Investing Management 52

Brown Advisory

SEPTEMBER 1, 2015

We currently own several companies across our portfolios that align with this paradigm, including Costco , TripAdvisor and Priceline. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager.

Food 52

Food Portfolio Management Sales Retail 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. Our entire portfolio is built on this philosophy. Our approach in health care is no different.

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. 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

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. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Economy Retail 52

Brown Advisory

AUGUST 14, 2023

Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. In this example, the stock picking hardly matters anymore – the portfolio is predominantly a sector bet and hence has a large factor risk. Numbers may not total due to rounding.

Investing 52

Investing Investments Portfolio Accounting 52

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. 06:07 Meanwhile, they made some mistakes in their portfolio where they had a mismatch. They had a mismatch between their liabilities, which are their deposits, and portfolio of investments. 0:17 Ryan Kelley: Thanks.

Marketing 52

Marketing Marketing Banking Numbers 52

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.

Financial Planning 40

Financial Planning Planning Financial Advisor Fiduciary Duty 40

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

The Big Picture

JULY 8, 2025

She’s had, you know, just about every job on the buy side and sell side, including portfolio manager, consultant to LBOs and m and as she’s just done so much stuff, it’s so interesting that she really brings just this unique set of experiences to Citi. My team was the macro resource for them and it was great.

Investments 26

Investments Investing Numbers Assets 26

The Big Picture

FEBRUARY 17, 2025

We do have a limit on what percent of the portfolio could be in what’s classified as frontier. 00:27:00 [Speaker Changed] So we think the opportunity in China today is meaningful largest country weight in our portfolio. It’s about 30% of our portfolio today. So my original focus was Sub-Saharan Africa.

Investing 147

Investing Investments Economics Marketing 147

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

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%

Marketing 75

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.

Investments 130

Investments Investing 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.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

OCTOBER 26, 2021

Investors may instinctively flock to small-caps for growth, innovation and portfolio beta. 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.

Manufacturing 52

Manufacturing Communication Investments Investing 52

The Big Picture

OCTOBER 8, 2024

And by looking at that information and contrasting that with, you know, an independently formulated view that you may have, if there’s an opportunity that arises between the two to play some sort of kind of arbitrage and probabilities in your, in your portfolio construction, that’s the goal of the style of investing we do.

Healthcare 147

Healthcare Medicine Portfolio Investing 147