Brown Advisory

OCTOBER 26, 2021

Health care’s weight in the R2G grew as a result of the dramatic increase in the number of early-stage biotech firms, with fortunes that could hinge on the results of one or two clinical trials. However, sector weights shifted in different directions, generating different types of opportunities in small- and mid-caps (Exhibit 3).

Manufacturing 52

Manufacturing Investing Investments Communication 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. So it was a pretty different situation from 2001, where the whole dot-com bust, but more importantly, the telecom implosion. RITHOLTZ: There’s safety in numbers. The numbers are correct. MIELLE: Correct.

Assets 285

Assets Investing Investments Management 285

The Big Picture

OCTOBER 5, 2024

To a number of people. 00:17:14 [Speaker Changed] So you tackle a number of weighty topics in the book. Because people don’t pay attention, they just see the big scary number. Crazy, crazy numbers. It was just kind of like almost a fellowship of sorts that supported me as I did this like book endeavor.

Economy 162

Economy Education Insurance Economics 162

The Big Picture

MAY 21, 2024

So it’s got this math angle where it, you know, it’s all numbers, but then there’s this behavioral angle and psychological angle where, you know, it’s, it’s kind of a fun problem to tackle. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

JULY 15, 2024

Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. Now he’s the head of the discretion team at Loomis Sales, which manages well over $335 billion in client assets. I had a number of other things as well. And so I transferred to the business school after that.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

The Big Picture

JUNE 3, 2024

So that was in, that was in 2001 early then. And so I’ve noticed that me coming in 2001, think about it, not really a great equity market Barry Ritholtz : Dot.com implosion. The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital.

Math 147

Math Marketing Marketing Engineering 147

The Big Picture

JULY 22, 2024

So he, he focuses largely on the insurance company, Japan, you know, multi-sector is, you know, part of my remit ’cause I’m on the fund, so I’m a portfolio manager on those funds. And you could argue whether 2% is a made up number, which it is 00:43:05 [Speaker Changed] From New Zealand in the 1980s.

Portfolio 147

Portfolio Economy Investing Investments 147