Brown Advisory

JANUARY 1, 2023

War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. It was one of the best books we read in 2022 and has many lessons for long-term investors. For us, all business starts with the customer.

Investing 52

Investing Investments Valuation Electronics 52

Brown Advisory

JANUARY 17, 2024

There is a significantly longer 90-year study by Professor Hendrik Bessembinder from Arizona State University showing that the best performing 4% of US listed companies created all the value in US stocks from 1926 to 2016.8 6 This is in spite of the small cap vs large cap bias documented by Fama and French.7

Investing 52

Investing Investments Portfolio Compliance 52

Trade Brains

JANUARY 24, 2024

Best Small Cap IT Stocks #1 – Computer Age Management Services (CAMS) For any of us dabbling with Mutual Funds, we have been indirectly served by this Company. The Company offers 4 key services: Quality Engineering , Digital Assurance and engineering , Advisory , and Transformation. Let us know in the comments below.

Insurance 59

Insurance Clients Engineering Management 59