Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? In this investment letter we want to discuss why avoiding losers is so important. We explore the science of rejection, and how saying ‘no’ more often can lead to better investment performance.

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Investing Investments Portfolio Compliance 52

Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? We discuss factor risk, some views on artificial intelligence, and our upcoming offsite in this letter. risk associated with each individual investment case) is driving our outcomes – not factors.

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Investing Investments Portfolio Accounting 52

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We think the first half of 2022 was better than any CFA programme or MBA course on valuation.

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Investing Investments Valuation Electronics 52

Brown Advisory

SEPTEMBER 6, 2022

Global Leaders Investment Letter: August 2022 mhannan Tue, 09/06/2022 - 10:48 Just want the PDF? Capital cycles appear when product shortages and subsequent high prices and rising return on invested capital (RoIC) are met by capital flowing into an industry to satiate the new demand.

Investing 52

Investing Investments Insurance Ethics 52

The Big Picture

SEPTEMBER 12, 2022

?. The transcript from this week’s, MiB: Kristen Bitterly Michell, Citi Global Wealth , is below. She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. With no further ado, my conversation with Citi Global Wealth’s Kristen Bitterly Michell.

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Clients Wealth Management Investing Investments 283

The Big Picture

MAY 2, 2023

I literally wrote down “What was the inspiration for using the Czech word for watch.” RITHOLTZ: But I know if you go to register a company, or heaven forbid, register.com every word, every two-letter, three-letter, four-letter combination has been taken, every common word in the dictionary, somebody’s squatting on.

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Retail Insurance Advertising Numbers 158