Remove 2003 Remove Financial Services Remove Valuation
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Manager Q&A: Mick Dillon and Bertie Thomson, Global Leaders Strategy

Brown Advisory

Companies generating ROIC of 25%+ in 2003 sustained that level a decade later 83 percent of the time. As seen below, companies generating high ROIC in 2003 were still still generating high ROIC in2013 in 83% of instances." as featured in the book, “Valuation: Measuring and Managing the Value of Companies, University Edition."

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Manager Q&A: Mick Dillon and Bertie Thomson, Global Leaders Strategy

Brown Advisory

Companies generating ROIC of 25%+ in 2003 sustained that level a decade later 83 percent of the time. As seen below, companies generating high ROIC in 2003 were still still generating high ROIC in2013 in 83% of instances." as featured in the book, “Valuation: Measuring and Managing the Value of Companies, University Edition."

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Transcript: Mike Wilson, Morgan Stanley

The Big Picture

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Second part of our framework is valuation fundamental work. Well, that means valuations are probably too high.

Valuation 162
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Top Listed Stock Brokers in India – Overview & Complete list of Stocks

Trade Brains

Listed Stock Brokers in India #2 – Motilal Oswal Financial Service Ltd . Motilal Oswal Financial Service Ltd was founded as a small broking sub-unit in 1987. The valuation of the company is undervalued compared to the industry with a PE of 8.71 which is a positive prospect for the company.

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Transcript: Julian Salisbury, GS

The Big Picture

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.

Assets 299
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Investment Perspectives - The Great Debate

Brown Advisory

On the upside, active managers are often reluctant to overweight or “chase” the leading stocks in the market because those stocks typically sell at premium valuations. It underperformed primarily during very strong markets, as might be expected given its discipline with regard to valuations. Reasons for this tendency are varied.

article thumbnail

Investment Perspectives - The Great Debate

Brown Advisory

On the upside, active managers are often reluctant to overweight or “chase” the leading stocks in the market because those stocks typically sell at premium valuations. It underperformed primarily during very strong markets, as might be expected given its discipline with regard to valuations. Reasons for this tendency are varied.