The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. What do you do in terms of risk management? It’s beta neutral, market neutral.

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The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. But you’re looking at valuations and what sort of multiples you want to pay.

Assets 162

Assets Investments Investing Valuation 162

Good Financial Cents

DECEMBER 14, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Out of all the finance jobs available to college graduates, financial managers are some of the highest-paying, with high demand for workers in this field.

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Budgeting Compliance Accounting Insurance 88

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

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Brown Advisory

JUNE 16, 2021

As a result of this success, approximately half of companies in the Russell 2000 ® Growth Index (R2G) by weight, and more than half by number of stocks mades zero earnings (Exhibit 2). Exhibit 2: Nonearners as percentage weight and percentage of number of stocks in R2G Source: FactSet Research Systems; Russell Investment Group; Jefferies.

Valuation 52

Valuation Government Investments Investing 52

Brown Advisory

JUNE 16, 2021

As a result of this success, approximately half of companies in the Russell 2000 ® Growth Index (R2G) by weight, and more than half by number of stocks mades zero earnings (Exhibit 2). Exhibit 2: Nonearners as percentage weight and percentage of number of stocks in R2G. Exhibit 1: Performance of earners vs. nonearners. Source: FactSet.

Valuation 52

Valuation Government Investments Investing 52

Brown Advisory

NOVEMBER 28, 2022

Continually assess where you stand today against your current financial and generational plans We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis. Valuations. When these assets are transferred through family limited partnerships or LLCs, the gifts are often eligible for valuation discounting.

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Planning Taxes Clients Strategic Planning 52

The Irrelevant Investor

NOVEMBER 3, 2021

Tesla is one of a small group of companies that has reached a 1T market valuation. The other thing you must have, and this is critical, is risk management because buying stocks on the way down is a risky endeavor. I was wrong. Not the first time. Won't be the last time. A listener wanted us to reflect on Tesla.

Risk Management 52

Risk Management Valuation Marketing Marketing 52

Brown Advisory

MAY 25, 2017

With this process, we distill historical and projected financial, strategic and qualitative issues into a single statistic.This keeps our decision making objective and prevents us from making gut calls about risk-reward dynamics in a given situation. It integrates our credit research with our risk management and portfolio decisions.

Portfolio 52

Portfolio Clients Investments Investing 52

International College of Financial Planning

APRIL 16, 2021

Must know basic financial management principles and accounting principles. Ability to work with numbers in the long run. Understand concepts of valuation, fixed income securities, valuation, macroeconomics, and volatility of international markets. Asset Management. Credit Risk Management.

Management 52

Management Valuation Certification Financial Market 52

ClearMoney

DECEMBER 14, 2021

Decades of research on stock returns has produced a vast number of published factors. Valuation theory helps us identify relevant factors by providing insights about differences in expected returns across stocks. More Robust Risk Management. Methodology: Flexibility Supports Robust Risk Management.

Investments 52

Investments Investing Commission Distribution 52

Brown Advisory

NOVEMBER 1, 2019

These conditions present a variety of challenges for investors; more germane to our discussion in this letter, they also present a number of planning opportunities that may require near-term action. Additionally, such gifts may be an effective risk management strategy for those who may otherwise choose to be uninsured.

Planning 52

Planning Taxes Clients Assets 52

The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. SEIDES: I know back then, the premier job in asset management was to run Fidelity Magellan. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. Less, 20, 30%?

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Management Investments Investing Government 130

Trade Brains

JULY 23, 2022

The company has managed a low PE compared to its peers in the industry promises a fair valuation despite the meteoric rise. RBI’s liquidity risk management framework 2019 ensures the liquidity management for NBFC which is a major concern for NBFC. Technical Charts. Higher scope. Liquidity Framework.

Manufacturing 52

Manufacturing Government Investments Investing 52

Brown Advisory

FEBRUARY 14, 2023

Focus on Risks and Opportunities: Our ESG research approach seeks to assess ESG risk management, and identify sustainable opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact.

Government 52

Government Economics Investments Investing 52

Brown Advisory

FEBRUARY 14, 2023

Focus on Risks and Opportunities: Our ESG research approach seeks to assess ESG risk management, and identify sustainable opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact.

Government 52

Government Economics Investments Investing 52

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. So we really had to work through that over a number of years. What can I say about Julian Salisbury? We love it.

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Assets Clients Investments Investing 299

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

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Portfolio Investments Investing Numbers 130

The Big Picture

OCTOBER 17, 2023

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

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Investments Investing Clients Numbers 130

The Big Picture

NOVEMBER 7, 2023

 The transcript from this week’s, MiB: Zeke Faux, Number Go Up , is below. Zeke Fox’s book number go up inside crypto’s Wild Rise and staggering. Zeke Faux: 00:02:38 Yes, and I mean the title of the book number go up Inside Crypto’s Wild Rise and Staggering Fall. And he is like number go up.

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Numbers Banking Accounting Taxes 162

The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. This conversation is over.

Banking 162

Banking Assets Government Marketing 162

The Big Picture

SEPTEMBER 26, 2023

Ritholtz ] 00:09:37 I recall reading, and I know you can’t say this, but I recall reading that fund return something like 19% a year, some just astounding number. And if they don’t, we’re happy to own them at the valuation that we are creating that company act. Crazy number. 00:37:26 [Speaker Changed] Huh.

Banking 130

Banking Investments Investing Clients 130

The Big Picture

MAY 6, 2025

And risk is not about not losing money. Risk management is not about not losing money. Risk management is about unexpectedly losing money. But risk management is always about understanding what could go wrong and quantifying what could go wrong. 00:14:36 [Speaker Changed] That that’s number one.

Risk Management 147

Risk Management Banking Portfolio Distribution 147

The Better Letter

JANUARY 26, 2024

2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” 2020 : “[E]xtreme valuations. If you doubt me, ask Japanese investors how “ stocks for the long run ” has performed for them, or ask risk managers how VaR worked for them during the GFC.

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Assets Valuation Marketing Marketing 105

The Big Picture

MARCH 12, 2024

So we could construct trades that had very, very low premiums to sell this volatility to, to basically join the consumer on their side of the trade, which is in essence buying insurance on, on the bonds that were exposed to these great risk. You’re actually crunching a lot of numbers. And this is proprietary data.

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Banking Marketing Marketing Investments 147

The Big Picture

NOVEMBER 4, 2024

I said a number of dis drive companies, pc, I mean, we did actually invest in Compact during that period. They’re a number of technologists that are now interested in healthcare. And where we’ve made the least number of investments, the fewest number of investments is in hospital systems because Epic owned it.

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Healthcare Medical Numbers Investments 130