The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective.

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The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. In 2000, right.

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The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. Let me give you some background on Morningstar Managed Portfolios. RITHOLTZ: Sure.

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The Big Picture

OCTOBER 31, 2023

I had an amazing 99 in early 2000, and I had left a hedge fund, so I was probably one of the few people to leave a hedge fund and go to a larger institution in the middle of the tech bubble. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? It was April of 99. But I wanted to be on a larger platform.

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Management Investing Investments Portfolio 157

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). The game is tied 0-0, right back where we started!

Marketing 77

Marketing Marketing Economy Manufacturing 77

Brown Advisory

OCTOBER 26, 2021

Outperformance of unprofitable companies, coupled with healthy capital markets activity in the biotech/pharma sub-sector over several years, has driven the weight of nonearners in the Russell 2000® Growth Index (R2G) to all-time highs (Exhibit 2). Investors may instinctively flock to small-caps for growth, innovation and portfolio beta.

Manufacturing 52

Manufacturing Investing Investments Communication 52

The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. My background in the asset management space was originally going to small cap value, and Canyon Partners really gave me the platform that allowed me to branch that out into multiple different areas. I’m gonna hold it in my portfolio. I buy everything.

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Assets Management Portfolio Taxes 167

The Irrelevant Investor

NOVEMBER 30, 2015

Making changes to your portfolio based on this type of study would probably not be in your best interest when taking into consideration taxes, transaction costs, and most importantly, the cost of being wrong. I tend to be on the skeptical side when it comes to investing based on seasonal trends. In 2005, stocks were up 4.5%

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

Inside Information

FEBRUARY 1, 2024

Morningstar, alas, joined this biased analysis trend; when I was helping them set up their advisor website back around 2000, some of the salespeople gleefully reported that they had landed Merrill Lynch as a big customer.

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Financial Planner Financial Planning Clients Planning 40

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. In theory, the odds of choosing correctly should be 50% (ignoring fees), but, as we’ve said, more managers have underperformed lately than outperformed.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. In theory, the odds of choosing correctly should be 50% (ignoring fees), but, as we’ve said, more managers have underperformed lately than outperformed.

Investing 52

Investing Investments Portfolio Management 52

The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. And she was like, “You should come down and talk to some people at Vanguard.”

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investing 52

Investing Investments Clients Portfolio Management 52

International College of Financial Planning

NOVEMBER 10, 2021

There are less than 2000 people in India who have qualified CFP. Here you will learn active and passive management styles of investments and diversify the portfolio for your clients to mitigate risks and ensure higher returns. This is a global certification and comes with lots of perks.

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Investment Advisor Investing Investments Certified Financial Planner 52

Trade Brains

DECEMBER 11, 2023

The construction of its first terminal began in 2000. It also provides advisory services such as Portfolio Management and Transmission Infrastructure Services. It was set up as a Joint Venture by 4 of the leading Oil and gas PSUs: ONGC, IOCL, GAIL, and BPCL. PTC saw a drop in revenue of 5.2%, from Rs. 16,880 Cr in FY22 to Rs.

Banking 64

Banking Government Investing Investments 64

Trade Brains

JUNE 9, 2023

The company started as a joint venture in 2001 with Abrdn Investment Management, after registering with SEBI in 2000. trillion rupees in assets under management (As Of Mar 31, 2023). The company provides various investing services to clients like portfolio management, real estate, and alternative investment funds.

Certification 52

Certification Assets Sales Management 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. 06:07 Meanwhile, they made some mistakes in their portfolio where they had a mismatch. They had a mismatch between their liabilities, which are their deposits, and portfolio of investments. 0:17 Ryan Kelley: Thanks.

Marketing 52

Marketing Marketing Banking Numbers 52

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.)

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. So this secular bear market that we’re in today began in 2013 when we finally broke above the 1,500 level that was capping the index since 2000. Let’s talk about that 80 to 2000 bull market.

Marketing 130

Marketing Marketing Economy Valuation 130

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 Mark Kodenski, Private Client Portfolio Manager. Anchoring Expectations.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

SEPTEMBER 3, 2015

Public-sector debt has expanded every year since 2000, hitting 100% of gross national product at the end of fiscal year 2014. The hazards of appropriation bonds underscore the value of a bottom-up approach to building a municipal bond portfolio. Moreover, emigration has reduced the population to about 3.5 million from about 3.8

Transportation 52

Transportation Government Economy Asset Allocation 52

The Big Picture

MAY 23, 2023

So, we’ll take elements or particular strategies from each part of our discretionary strategy and match it with con strategy and return it to clients because we understand and we work with them on their portfolio, the exposure, what they need to achieve, their risk management to create something that is a spoke for them. I said great.

Clients 157

Clients Management Engineering Investing 157

The Big Picture

OCTOBER 17, 2023

Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. 00:34:50 [Speaker Changed] One of the key things, one of the differentiators potentially of the firm is that all of our analysts run paper portfolios. Here’s what I’m gonna spend that night.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

JULY 11, 2023

And I remember being on the phone thinking, as the PMs were asking questions about cash flows and things, I was thinking, you’re asking all the wrong questions about whether this portfolio will perform because it’s things like down payment. You have half the number of public companies that you had in 2000. RITHOLTZ: Right.

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Management Investing Investments Assets 217

Trade Brains

JULY 23, 2022

ICICI Direct offers a high-speed and technology-driven web-based trading platform, which was one of the first best online trading platforms that started online trading in India in 2000. Free Portfolio Analyser . Other key trading platforms by ICICI Direct are Trade Racer and its mobile trading app. . Pros of Choice: .

Accounting 52

Accounting Financial Services Insurance Planning 52

Brown Advisory

SEPTEMBER 25, 2023

It's the Little Things: Why US Small-Cap Stocks Deserve More Attention bgregorio Mon, 09/25/2023 - 08:42 Small-Cap Growth Strategy --> For most investors, a primary objective is creating an optimal portfolio allocation that maximizes returns for a given level of risk. For example: 1) The diversification boost – this seems straightforward.

Portfolio 52

Portfolio Clients Management Investing 52

The Big Picture

DECEMBER 12, 2023

Barry Ritholtz : This week on the podcast, not only do I have an extra special guest, but I have a mutual fund Legends Fidelity Low price stock fund manager, Joel Tillinghast has been there pretty much since inception in 1989. He’s crushed the Russell 2000, whatever benchmark you want to talk about. a year since 1989.

Management 261

Management Investing Investments Retail 261

Brown Advisory

SEPTEMBER 11, 2016

More so than any other time since the financial crisis we believe that a winning investment portfolio today needs a thoughtful focus on both. This provides a meaningful boost to return in a low-yield environment and cushions a portfolio should interest rates begin to rise. (We Shield or sword? small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

More so than any other time since the financial crisis we believe that a winning investment portfolio today needs a thoughtful focus on both. This provides a meaningful boost to return in a low-yield environment and cushions a portfolio should interest rates begin to rise. (We Shield or sword? small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. But it’s interesting that you really can pinpoint the difference in return because there’s this sort of impatient or overzealousness in trading your portfolio. MIELLE: So there you go. MIELLE: Exactly.

Assets 280

Assets Investing Investments Management 280

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. We love the portfolio. We love the forward on the portfolio. Very, very constructive on each of the names in the portfolio.

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The Big Picture

MARCH 14, 2023

RITHOLTZ: That whole irrational exuberance era from ’96, from the speech to 2000, that could be the best four-year run in market history. When we form portfolios of individual stocks, we’re always forming baskets of stocks. And so what we do is we combine a process-driven macro assessment with quantitative portfolio formation.

Economy 157

Economy Investing Investments Portfolio 157

The Big Picture

AUGUST 16, 2022

We do discretionary macro trading, which is typically a portfolio manager — and we have some number of portfolio managers, 15 or 18 different portfolio managers that independently manage a book of, you know, risk assets. And they will decide what they’re going to buy and sell.

Management 299

Management Assets Risk Management Valuation 299

The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

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Marketing Marketing Investing Investments 144