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. We find opportunities in the $1.5

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. Many of these businesses were still viewed as compelling investment opportunities, but market capitalization limits precluded incremental purchases. to $30 billion market cap range that look a lot like what we see in the $0.5 Wed, 09/20/2017 - 16:43.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. Maybe there’s a substantial marketing efficiency there. Does that mean the float isn’t giant?

Investments 147

Investments Investing Management Valuation 147

The Big Picture

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. So our analysts and our firm are as important as our portfolio managers.

Management 130

Management Assets Portfolio Insurance 130

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

Investing 52

Investing Investments Asset Allocation Marketing 52

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments. In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. Mon, 09/12/2016 - 01:00. Strategic Advisory.

Investing 52

Investing Investments Asset Allocation Marketing 52

The Big Picture

MAY 20, 2025

And my personal track record and investing was about twice the market for those periods. 00:11:31 [Speaker Changed] It’s probably no easier, no more difficult than things that we do on the investment side and in the stock market. I know one of your funds since inception has outperformed the market by about a hundred basis points.

Management 130

Management Numbers Transportation Accounting 130

The Big Picture

MARCH 20, 2024

Portfolio management was a lot less evidence-based than it is today. Jim O’Shaugnessy : Quantitative investing is using empirical evidence that you gather over looking at how various factors, like things like price to earnings ratio or earnings growth rate, and testing them over as many market cycles as you can.

Investments 162

Investments Investing Portfolio Valuation 162

Validea

AUGUST 26, 2022

Looking for the cheapest value stocks in the market today? As many high-flying stocks are derated and investors jump ship due to stagflation fears, value stocks will be in favor, says Douglas Maple-Brown of Maple-Brown Abbott, adding that valuations still have a ways to fall.

Investments 59

Investments Investing Valuation Portfolio Management 59

The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. We hear a lot about Jeremy Grantham thoughts on markets, but much less on how the firm is managed, how this growth came about and the culture as a business.

Valuation 130

Valuation Investments Investing Assets 130

Brown Advisory

JUNE 21, 2023

CIO Perspectives: A New Bull Market? The economy shakes, but the market shrugs. The team discusses how the market is currently climbing an especially daunting wall of worry, and how investors are shrugging off multiple examples of geopolitical and financial concerns around the world.

Marketing 52

Marketing Marketing Clients Asset Allocation 52

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. It’s beta neutral, market neutral. 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. No, no overlap.

Healthcare 162

Healthcare Portfolio Management Investments 162

Validea

FEBRUARY 10, 2023

say four top money managers who were interviewed by Bloomberg. Opportunities are cropping up in Europe, Japan and emerging markets, though each manager had different ideas of where they would put the hypothetical $10,000 Bloomberg gave them to work with. for those investors wanting to take the ETF route.

Investments 59

Investments Investing Valuation Wealth Advisor 59

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing 52

Marketing Marketing Economy Financial Planner 52

Validea

OCTOBER 17, 2022

Many top investors are getting in on the company, Fix the Future found, as the company builds on its success with its e-commerce business by expanding into growth markets like fintech. Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Screen for Stocks Using Peter Lynch’s GARP Method.

Portfolio Management 59

Portfolio Management Valuation Management Portfolio 59

The Big Picture

OCTOBER 31, 2023

Michael Carmen is co-head of private Markets at Wellington Management. We entered the liquid alts market with hedge funds back in 1994, and we entered the private market in 2014 with my product in late stage growth. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96?

Management 162

Management Investments Investing Portfolio 162

The Big Picture

JULY 19, 2022

BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” ILMANEN: Yes. RITHOLTZ: Right.

Investments 130

Investments Investing Valuation Portfolio 130

Brown Advisory

MARCH 30, 2022

Investing in Turbulent International Equity Markets, with Impact mhannan Wed, 03/30/2022 - 09:22 War, humanitarian crises, geopolitical tensions, inflation fears and uncertainty over interest rate policies have added turbulence to equity markets. billion in assets under management in institutionally marketed strategies.

Investments 52

Investments Investing Marketing Marketing 52

The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. So fast forward to where we are today, we have over $40 billion in assets under management.

Clients 162

Clients Investments Investing Management 162

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. The post The Best Small-Cap Opportunities appeared first on Validea's Guru Investor Blog.

Manufacturing 52

Manufacturing Portfolio Management Valuation Retail 52

Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

Valuation 52

Valuation Portfolio Investing Investments 52

Brown Advisory

APRIL 18, 2018

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. This makes ratios like the P/E ratio dangerous as a valuation tool. Wed, 04/18/2018 - 11:03.

Valuation 52

Valuation Portfolio Investing Investments 52

Truemind Capital

MAY 19, 2020

It’s not that they knew the time of the market crash, but their investment strategies ensured that their portfolios were prepared for any such eventualities. They understand that stock markets go through a cycle and the valuable lessons from history taught them to read signs and stay cautiously optimistic.

Portfolio 52

Portfolio Asset Allocation Valuation Investing 52

Brown Advisory

APRIL 12, 2023

Large-Cap Sustainable Growth Strategy: Reporting on the impact of our investment decisions 2022 ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

APRIL 12, 2023

2022 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

Brown Advisory

JUNE 3, 2015

No central bank has ever wound down such massive stimulus, so the potential impact on the economy and financial markets is not clear. The easing helped stabilize financial markets, reduced the risk of deflation and resuscitated the economy and job growth. equity market: With the economy stable, the investor mood remains sanguine.

Valuation 52

Valuation Economy Banking Economics 52

Good Financial Cents

NOVEMBER 16, 2022

Roofstock has passed over $5 billion in transactions in more than 70 real estate markets. Roofstock One provides two investment options: Tracking stock: Provides exposure to many properties and markets. Roofstock One allows investors to make personalized choices in their portfolio strategies, unlike traditional REIT investments.

Investing 88

Investing Investments Portfolio Management 88

The Big Picture

FEBRUARY 12, 2024

And that gave me an opportunity to enter the job market. And since we’re looking for narratives as opposed, and then do valuation work second as opposed to cheap, we don’t screen. I’m the portfolio manager and I’m actually the only portfolio manager. Why aren’t you?

Management 294

Management Investments Investing Economy 294

Brown Advisory

APRIL 1, 2015

It’s remarkable how far the markets have come in the five years since then. In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published.

Investments 52

Investments Investing Valuation Assets 52

Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. stock market. market was really just currency fluctuations. stock market.

Marketing 52

Marketing Marketing Investments Investing 52

Discipline Funds

MARCH 7, 2023

In other words, it was the inevitable overreaction and blow off top from the 10+ year bull market that was already in motion. But one of the great lessons I’ve learned over the course of my career studying financial markets and economics is that these things almost always take longer than we expect. No one can know for certain.

Economics 75

Economics Government Economy Assets 75

The Big Picture

FEBRUARY 28, 2023

They have a very thoughtful approach and a very long-term approach to making investments in the private markets. He is the chief executive officer of the Partners Group, which is Europe’s biggest listed private equity and buyout firm, with a market cap of about $25 billion. That’s our biggest market. RITHOLTZ: Wow.

Investments 147

Investments Investing Clients Assets 147

Brown Advisory

FEBRUARY 21, 2022

The global equity universe offers a broad range of investment opportunities, allowing portfolio managers to be highly selective and pick quality businesses, unconstrained by geography or index composition. A differentiated approach to valuation. . Global Equity Investing: Focusing on Global Leaders. Mon, 02/21/2022 - 08:13.

Investments 52

Investments Investing Portfolio Management Valuation 52

Brown Advisory

DECEMBER 18, 2017

At Brown Advisory, we focus a great deal of energy and resources on fundamental research, with a singular goal of gaining an informational advantage about companies so we can make smart investment decisions and beat the market and our competitors. Investigative Research Process: Receive assignment from a portfolio manager or sector analyst.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

Brown Advisory

DECEMBER 18, 2017

At Brown Advisory, we focus a great deal of energy and resources on fundamental research, with a singular goal of gaining an informational advantage about companies so we can make smart investment decisions and beat the market and our competitors. Investigative Research Process: Receive assignment from a portfolio manager or sector analyst.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. That has remained true in recent years, despite the macroeconomic headwinds that European markets have faced.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. That has remained true in recent years, despite the macroeconomic headwinds that European markets have faced.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52