Brown Advisory

AUGUST 14, 2023

At the margin, the factors can be a tailwind as experienced in 2017 and 2018 or a headwind as seen in 2016 and 2022, but when we look at attribution over the past three years in the chart below it shows over 100% of the strategy’s alpha came from individual investment selection or stock-picking as the factors combined were a net negative drag.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

AUGUST 15, 2023

Tell us a little bit about how that led you to working with some of the managers that worked with the Yale Endowment. RITHOLTZ: It’s all self-reported, right? RITHOLTZ: You have to tell us, where did the idea come from? RITHOLTZ: Oh no, he wants to step it up. This was back in 1992. SEIDES: Sure. RITHOLTZ: What?

Management 130

Management Investing Investments Government 130

The Big Picture

MAY 2, 2023

When do you as founders and CEOs say, “hey, I need somebody who can scale this, and I’m going to step back and become chairperson and bring in a professional CEO to run the site?” And that includes even us covering them. How did that transition take place, and why were you excited about stepping into the chairman’s role?

Retail 158

Retail Insurance Advertising Numbers 158