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. Integrated ESG Research We believe that sustainable investing is smart investing.

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. We believe that sustainable investing is smart investing. Integrated ESG Research.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

The Big Picture

AUGUST 29, 2022

Bill McNabb, the previous Vanguard CEO, told a fascinating story on that topic. BALCHUNAS: … oh, smart beta international …. Smart beta, all of that, he just thought it was needless distraction. BALCHUNAS: … because they’re smart. Boring topic, right, like — like mutual funds. They’re not dumb.

Assets 161

Assets Management Marketing Marketing 161

Cordant Wealth Partners

AUGUST 25, 2021

If you do any googling on this topic, you will quickly find that most professionals recommend a maximum of 10-15% as a rule of thumb for how much your company stock should make up of your total investments. A Rule of Thumb. Strategy Diversification.

Portfolio 52

Portfolio Taxes Assets Investing 52

The Big Picture

MARCH 21, 2023

He had kind of agreed to be my dissertation chair, even without a particular topic, and going in and saying, I want to write it. I will never do that again, wrote a paper called Betting Against Beta. High beta stocks are supposed to return more, on average, than low beta stocks. I was already his teaching assistant.

Valuation 161

Valuation Investing Investments Numbers 161

Sara Grillo

FEBRUARY 13, 2023

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” According to Larry Swedro, quote, controversial investments generally yield positive abnormal or risk adjusted returns using the Carhartt, Carhartt four factor model, which is beta size value and momentum.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

NOVEMBER 21, 2023

00:25:31 [Speaker Changed] So let’s stick with the, the topic of ai. They had about 10 beta customers of the product. Most of the smart enterprise software investors in Silicon Valley passed. I think it will be a great time for venture as well. But I do think that the incumbents here are gonna compete very vigorously.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: How did you find dividend weighting or evaluating, or other ways of looking at what some people terribly call smart beta? RITHOLTZ: And you guys prefer the name fundamental as opposed to smart beta? I think kind of smart beta has fallen out of — SCHWARTZ: It’s semantics and branding.

Numbers 141

Numbers Investing Investments Marketing 141