Brown Advisory

SEPTEMBER 11, 2016

There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. versus 1.9

Economics 52

Economics Economy Communication Banking 52

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. And how do we think about them from a valuation perspective? NORTON: Yeah. NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investing 130

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

Healthcare Medicine Portfolio Investing 147

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

APRIL 8, 2025

And the, the extent to which we’re going to be able to use large language models just to process data and personalize medicine and personalized diagnostic and solutions treatment plans so much faster. But we think that that valuations are there. But where AI is likely to have some of its most profound impacts is in healthcare.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147