Remove 2003 Remove Financial Services Remove Valuation
article thumbnail

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."

article thumbnail

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."

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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.

article thumbnail

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 157
article thumbnail

Introducing the Brown Advisory U.S. Large-Cap Sustainable Value Strategy

Brown Advisory

This is achieved by investing in a concentrated portfolio of companies that, according to our analysis, generate durable levels of free cash flow, exhibit capital discipline and have attractive valuations. They have been chosen for their capital discipline and durable fundamental cash flow, together with an attractive valuation.

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.

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.