2003 Economy Portfolio Management 
The Big Picture
DECEMBER 6, 2022
And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? Conviction, so we look at, you know, whether or not a specific theme is something that we have a high degree of conviction that will be a trend, that will definitely have an impact in the economy over the next two or three decades.
Bell Investment Advisors
MAY 24, 2024
On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?
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The Big Picture
JULY 24, 2023
He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. Tell us a little bit about your research.
Brown Advisory
MAY 12, 2020
Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. 6th Edition, 2015. “We
Brown Advisory
MAY 12, 2020
Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. We call this the win-win.”.
Brown Advisory
JUNE 1, 2023
Portfolio Manager Michael Poggi, CFA, has 20 years of investment experience as a value investor and is supported by our large and diverse team of sector specialists and ESG experts. Energy is the foundation of our economy and widely known to be responsible for emissions that contribute to climate change.
The Big Picture
AUGUST 20, 2024
And finally, I think it was 2003 or four, I ran into Mitch on the street on, actually on 57th, just around the corner from where we are right now. There’s a continual, the economy continues to grow. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what?
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