2000 Asset Allocation Portfolio Management 
Random Roger's Retirement Planning
AUGUST 12, 2024
From the high in 2000 it took until 2019 to double. Or you could look at the 2007 high which was within a few points of the 2000 high and say it took 12 years to double. Since we cannot know the path, this really spotlights a couple of important portfolio management concepts. That doesn't have to mean cash.
The Big Picture
FEBRUARY 6, 2024
Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. Jeremy’s never really been a portfolio manager.
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Carson Wealth
JANUARY 2, 2024
Artificial Intelligence Grabs the Spotlight Jake Bleicher, Portfolio Manager To me, the narrative of 2023 is captured by a chart showing the performance of NVIDIA, the maker of high-end computer chips that have become the bedrock of artificial intelligence (AI). economy, despite the skeptics.
Brown Advisory
DECEMBER 2, 2015
History offers many examples of investors beguiled and then burned by high-yield bonds sold by overleveraged companies, from telecommunications firms in 2000 to homebuilders in 2007 to coal mining companies in 2014. By Taylor Graff, CFA, Asset Allocation Analyst. By Mark Kodenski, Private Client Portfolio Manager.
Brown Advisory
APRIL 1, 2015
Several potentially worrisome signs are beginning to appear on the horizon, but they don’t appear particularly disturbing at this point, as we’ll see: The NASDAQ Composite recently crossed 5000 for the first time since March 2000. If stocks with no earnings were included, the P/E ratio in 2000 would have been much higher than shown.)
Brown Advisory
JUNE 21, 2017
The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.
Brown Advisory
JUNE 21, 2017
The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.
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