Brown Advisory

OCTOBER 8, 2019

PHILOSOPHY AND APPROACH We are long-term investors, and in our management of the Global Leaders strategy, we focus intently on companies that we believe create exceptional customer outcomes as a driver of long-term value creation.

Clients 52

Clients Government Investing Investments 52

Brown Advisory

OCTOBER 8, 2019

We are long-term investors, and in our management of the Global Leaders strategy, we focus intently on companies that we believe create exceptional customer outcomes as a driver of long-term value creation. We also like the way Indonesia’s Bank Rakyat has found innovative ways to tap into non-traditional growth drivers.

Clients 52

Clients Government Investing Investments 52

Clever Girl Finance

OCTOBER 19, 2023

Modern life is great and all. Some professions, like graphic design, copywriting, and marketing, have a huge market for freelancers. Some in-demand skills include graphic design, web development, social media marketing, and customer support. Truck driver Are you tired of being around people?

Planning 60

Planning Clients License Wealth Accumulation 60

Brown Advisory

APRIL 22, 2021

Data Privacy and Protection : Data is the beating heart of any AI system, and modern society’s track record on protecting consumer data leaves much to be desired. Too often, developers and users are putting AI products and services into the market before anyone starts asking ethical questions.

Ethics 52

Ethics Compliance Government Clients 52

Brown Advisory

APRIL 22, 2021

Data Privacy and Protection : Data is the beating heart of any AI system, and modern society’s track record on protecting consumer data leaves much to be desired. Too often, developers and users are putting AI products and services into the market before anyone starts asking ethical questions. Where We Are Today.

Ethics 52

Ethics Compliance Government Clients 52

Brown Advisory

JANUARY 1, 2023

Since day one of the Global Leaders strategy, we have looked for high-quality companies with superior customer outcomes that we believe are able to pass on prices and generate high levels of recurring revenue while requiring low financial leverage. The main driver of our 2022 underperformance (-1.1%

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

JULY 26, 2022

But it really wouldn’t have mattered when your revenue gets cut by like 80%, there’s just not a lot you’re going to do to turn that around. I would love to say that it was the market, but it wasn’t. You know, it’s not — you know, it’s the markets or whatever. WEAVER: Yeah, yeah.

Consulting 286

Consulting Management Numbers Investing 286

The Big Picture

AUGUST 29, 2023

So from a client strategy, marketing standpoint, and then overseeing the investment team. And the reality is that, we know that’s very difficult to do and outperform the broader market. Let’s talk a little bit about the Vanguard Total Market Index. So a variety of risk meetings, a variety of economic meetings.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

JULY 18, 2023

And you know when I was in business school from 97 to 99, we had kind of a hiccup in the markets in the fall of 98… RITHOLTZ: Long-term capital management and the Russian default. I went back to business school to prosecute my path of moving from public accounting into the capital markets. WAGNER: Exactly. And I was a career-changer.

Investing 130

Investing Investments Assets Insurance 130

Brown Advisory

JULY 31, 2018

Most of us experience tollbooths (or the modern automated equivalents) as a simple, unavoidable fact of life. Drivers or customers are less inclined to seek alternative routes and are willing to pay a small amount to access a system or toll road that provides them the most efficient route. Source: FactSet.

Insurance 52

Insurance Electronics Medical Financial Services 52

Brown Advisory

JULY 31, 2018

Most of us experience tollbooths (or the modern automated equivalents) as a simple, unavoidable fact of life. Drivers or customers are less inclined to seek alternative routes and are willing to pay a small amount to access a system or toll road that provides them the most efficient route. Source: FactSet.

Insurance 52

Insurance Electronics Medical Financial Services 52

SEI

SEPTEMBER 17, 2022

Could we be a little bit more surgical in making sure that the near to midterm revenue and growth opportunities are more directly aligned with the investments we're making?" And the SAS revenue was a hundred percent Trust3000 related, whereas the 65% on BPO was predominantly SWP. So we've been looking at the total addressable market.

Clients 49

Clients Assets Banking Planning 49

Brown Advisory

NOVEMBER 20, 2018

Investment Perspectives | Diversification ajackson Tue, 11/20/2018 - 08:45 Last month’s sudden stock market “correction” serves as a vivid reminder that prices can move down at least as easily as they move up. The market’s recent action has heightened these and other concerns. Commodities love inflation. Source: Brown Advisory.

Investing 52

Investing Investments Assets Portfolio 52

Brown Advisory

NOVEMBER 20, 2018

Last month’s sudden stock market “correction” serves as a vivid reminder that prices can move down at least as easily as they move up. The stock market’s favorable performance in the face of rising external risks underscores the importance of profits as the primary driver of equities. Investment Perspectives | Diversification.

Investing 52

Investing Investments Assets Portfolio 52

The Big Picture

APRIL 18, 2023

I really wanted to learn how to invest money, not just be an advisor, and I thought private equity was cool because you weren’t at the whim of the market. You know, in the market, it’s like if you start at the wrong time, if you’re wrong for a few quarters, like, boom, like the career is abbreviated. BARATTA: Yeah.

Assets 152

Assets Investing Investments Valuation 152

The Big Picture

MARCH 21, 2023

So your doctoral thesis asserted that consistently beating market averages was attainable by exploiting both value and momentum. Because, you know, there’s this constant fight in academia, if you believe something works, does it work because markets are efficient in its compensation for risk, or for behavioral reasons?

Valuation 161

Valuation Investing Investments Numbers 161

The Big Picture

APRIL 11, 2023

RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. And the only reason I can think for why dividends became the key way of returning cash is I went back to the history of markets. Bond markets preceded stock markets. Market price. DAMODARAN: Right.

Valuation 286

Valuation Education Government Numbers 286

The Big Picture

DECEMBER 26, 2023

You work at Capital Growth Financial and in former global markets before you join investing Giant Merrill Lynch in 2007, what was that transition like from smaller shops to a really, really big one? Or are you, are you a technical analyst with a fundamental sort of in your back pocket, not what, what the key driver is?

Marketing 152

Marketing Marketing Financial Advisor Clients 152

The Big Picture

MAY 2, 2023

RITHOLTZ: That was his daily driver. CLYMER: That was his daily driver. And so the first people to sell watches on the internet, or even list watches on the internet, were what we call gray market dealers, guys that had no legal right to sell watches. Saw it as more of a branding and marketing activity. All right?

Retail 161

Retail Insurance Advertising Numbers 161

The Big Picture

FEBRUARY 7, 2023

COHAN: Well, they had vague basically zero capital markets business. RITHOLTZ: So when I think of GE in the ‘80s and ‘90s, the three things that come up; GE Capital, obviously; the rise of shareholder value, which a lot of people point to General Electric as a key driver of that; and then Six Sigma. They had no balance sheet.

Engineering 252

Engineering Banking Management Numbers 252

The Big Picture

NOVEMBER 15, 2022

And if this sounds like two old friends just yammering about all sorts of market esoterica, well, that’s because it is. But he also has an incredible depth of knowledge about market structures, about what people get wrong about thinking about systems, about what we get wrong about humans, and capitalism and finance. NADIG: Yeah.

Management 268

Management Assets Portfolio Investing 268

The Big Picture

OCTOBER 3, 2023

[ Gary Cohn ] 00:03:56 So two years earlier, and now we’re going back in time, the summer of 80, for those of you that remember the summer of 80, the Hunt brothers at that point were silver, were exactly, were trying to corner the gold and silver market. They were buying the, the Comex market. It was brand new.

Taxes 268

Taxes Banking Clients Management 268

Aleph

MARCH 18, 2023

Mar 16, 2023 The maker of Cheez-It crackers and Frosted Flakes is splitting its business in two—a snacks business and one for North American cereals [link] This makes sense $K Mar 15, 2023 BuzzFeed wants its scaled-down newsroom to produce more articles in an effort to boost traffic and revenue [link] This doesn’t make economic sense.

Banking 59

Banking Government Budgeting Insurance 59