2003 Financial Services Portfolio Management 
The Big Picture
MAY 9, 2023
And again, I ended up in the financial services audit practice at KPMG. And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business. You have to finish the three years. I finished the three years. I qualified the following week.
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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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 1, 2023
Many companies that are traditionally perceived as ‘value stocks’, such as energy and financial services, do not typically fit the traditional mold of an ESG investment and have often been overlooked. Michael Poggi, CFA Mike is the portfolio manager for the Large-Cap Sustainable Value Strategy.
Carson Wealth
JUNE 3, 2024
In fact, the past three times May gained at least 5% the rest of year added 14.4% (1997), 15.4% (2003), and 21.3% (2009). On top of that, financial services inflation is adding another 0.29 percentage points, and that’s running hot because stock prices are up (which drives up the “prices” of portfolio management services).
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