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. Initially I joined to help them manage their equity portfolio. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right?

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. So I saw the opportunity, and that’s when Global X came along.

Clients 162

Clients Investments Investing Management 162

Trade Brains

JUNE 14, 2024

Yes bank received banking licence from RBI in 2003. After that Rana kapoor took incharge of Yes bank, being an ambitious man Rana kapoor wanted to make Yes bank the number 1 private bank in India. Yes bank started its journey in 1999, with three successful bankers joining hand to form an NBFC (Non banking financial corporation).

Banking 105

Banking Retail Accounting Assets 105

Trade Brains

SEPTEMBER 28, 2023

Abdul Karim Telgi Scam : The story of Abdul Karim Telgi, known to many as Karim Lala , is one of “Rag to Riches” built on the foundations of a scam so huge that the official number are not confirmed. However, he would always discover that the police were tracking his phone, at which point he would change his number.

Government 59

Government Taxes Numbers License 59

Trade Brains

OCTOBER 3, 2022

The company houses well-known brands such as Fortune, Kohinoor, Fryola, and Wilpuff as part of its portfolio. . For instance, from 2003 to 2013 AWL acquired 11 edible oil units. So far we looked at the past five-year numbers of the company. million retail touchpoints. Manufacturing Facilities of Adani Wilmar Ltd.

Food 98

Food Manufacturing Retail Planning 98

Trade Brains

FEBRUARY 22, 2024

Yes Bank Company Overview Rana Kapoor founded the company in 2003 in Mumbai, India. According to the FY23 report, the total number of employees was 27,517. The Bank’s number one priority will be to improve the CASA ratio while maintaining a deposit growth rate of 15%-16%. Price to Book Value 1.06

Banking 104

Banking Planning Accounting Retail 104

Carson Wealth

MARCH 27, 2023

Recent sentiment polls show a high number of bears while worries about the economy and earnings continue to expand. Think back to March 2003, March 2009, and March 2020. However, since that time a slew of strong economic data, including elevated inflation numbers, came in. Why is this a good thing?

Marketing 52

Marketing Marketing Banking Economics 52

Brown Advisory

JUNE 21, 2017

Instead, they’ve turned to indexing their portfolios to the S&P 500 ® Index or some other relevant benchmark, thereby accepting “average” performance rather than trying for something better. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Instead, they’ve turned to indexing their portfolios to the S&P 500 ® Index or some other relevant benchmark, thereby accepting “average” performance rather than trying for something better. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers. Manager Characteristics.

Investments 52

Investments Investing Portfolio Management 52

The Big Picture

NOVEMBER 22, 2022

Number one, and I think they both reflect strong leadership at the firms. Number one, you had, you know, somewhat of a groundswell from within the firm, certainly at leadership that said we need to figure out a way to do something. Key brands, number one, Coca-Cola Bottling is the company that really helped to jumpstart the city.

Recruitment 147

Recruitment Engineering Banking Investing 147

Brown Advisory

MAY 12, 2020

Reflections for Five Years of Global Leaders ajackson Tue, 05/12/2020 - 09:38 The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. But if the goal is grow the value of a portfolio, slugging percentage is what matters”.

Investments 52

Investments Investing Portfolio Clients 52

Brown Advisory

MAY 12, 2020

The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. According to a decade-long study by McKinsey & Company, companies that produce a ROIC in excess of 25% in 2003 still produced a ROIC in excess of 25% a decade later.

Investments 52

Investments Investing Portfolio Clients 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investments Investing Management 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investments Investing Management 52

Carson Wealth

MARCH 20, 2023

A high number indicates worry is increasing about a bank’s solvency. March hit major lows in 2003, 2009, and 2020, amidst negative headlines and sentiment. A diversified portfolio does not assure a profit or protect against loss in a declining market. March is well-known for major market lows and volatility.

Banking 52

Banking Marketing Marketing Startup 52

The Big Picture

JULY 4, 2023

RITHOLTZ: So you launch your own firm IDW in 2003. And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. And they end up being great candidates for us to put into to run the next big portfolio or start a new strategy. RITHOLTZ: Wow. RITHOLTZ: Sure.

Management 147

Management Recruitment Numbers Banking 147

Good Financial Cents

AUGUST 12, 2023

EXPERT TIP: Consider starting small and gradually building your passive income portfolio. The major limitation of active income is its direct correlation to time; you can only work a certain number of hours in a day, thus capping your earning potential.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

Brown Advisory

JUNE 1, 2023

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. The number of ESG-focused funds has mushroomed to meet investor demand. WHY SUSTAINABLE VALUE?

Portfolio 52

Portfolio Valuation Investments Investing 52

Trade Brains

JANUARY 16, 2024

We will then check out its numbers to see how it has been scaling its revenue & profits. The Company initially began operations as an Original Equipment Manufacturer (OEM) back in 2003. The issue will close on 23rd January and be listed on the exchange on 29th January 2024. who does it supply to?

Manufacturing 59

Manufacturing Valuation Electronics Investments 59

Trade Brains

AUGUST 16, 2022

This number further increased to 11.9 The company has diversified its business portfolio into broking, asset management, wealth management, private equity and real estate segment. MCX India started its operations in November 2003 under the regulatory framework of the Securities and Exchange Board of India (SEBI). Toyam Ind 11.18

Wealth Management 52

Wealth Management Retail Clients Distribution 52

Carson Wealth

AUGUST 14, 2023

In addition, credit card debt as a percentage of disposable income is 21%, which is still lower than it was at the end of 2019, when it was 22%, and well beneath the 2003-2019 average of 26%. A diversified portfolio does not assure a profit or protect against loss in a declining market. However, monthly data can be noisy.

Marketing 52

Marketing Marketing Food Compliance 52

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?

Marketing 52

Marketing Marketing Economy Financial Planner 52

The Big Picture

SEPTEMBER 10, 2024

So that’s, that’s number one. So it’s, it’s just kind of ironic, and I’ll just throw this out as a bit of an advertisement, but like, we run a portfolio of 10 stocks, a concentrated portfolio, 00:27:41 [Speaker Changed] 10 stocks, 10 00:27:42 [Speaker Changed] Stocks, that’s it. So No kidding.

Valuation 162

Valuation Clients Investing Investments 162

Trade Brains

JUNE 2, 2023

The small and mid-cap stocks are less risky which makes them a more conservative portfolio investment. The bank has periodically improved quarterly numbers while maintaining an impressive dividend yield of 1.17%. In February 2003, Kotak Mahindra Finance received a banking license from the Reserve Bank of India. Happy investing!

Banking 52

Banking Financial Services Retail Assets 52

Trade Brains

JULY 12, 2023

The government holds a majority 78.20% promoter stake in the company established 20 years back in 2003. The table below showcases the high Return on Equity / Net Worth (RoE / RoNW) numbers of RVNL for the last few fiscals. (RVNL) is a public sector undertaking (PSU) under the Ministry of Railways, Government of India.

Planning 52

Planning Government Assets Accounting 52

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. RITHOLTZ: You had 1987, you had 1997, you had 1998 there were a number of really substantial. But number two is from a demographic standpoint. Tell us a little bit about your research. RITHOLTZ: Right.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. And so, I was doing that in 2000, 2002, 2003, 2004. I — I couldn’t believe the numbers. RITHOLTZ: So — so they, at one point in time, were the number one fund in a lot of specific categories.

Assets 173

Assets Management Marketing Marketing 173

ClearMoney

DECEMBER 5, 2021

Belgium (1983–2003) and Italy (1992–2018) chipped in 21- and 27-year runs, respectively. General government debt tends to be a larger number than central government debt held by the public, as the former includes intragovernmental holdings and state and local government debt. US Department of the Treasury (2021). and top 87.5%

Government 52

Government Commission Economics Distribution 52

Brown Advisory

JANUARY 1, 2021

Leaders Tend to Stay Leaders 83% of companies with a ROIC of greater than 25% in 2003 had a 25% or higher ROIC a decade later Chart reproduced with permission from McKinsey & Company Inc. Yet our portfolio’s forward 12 month FCF yield is only on a small 15-20% premium. 6th Edition, 2015.

Investments 52

Investments Investing Valuation Economics 52

ClearMoney

DECEMBER 5, 2021

Belgium (1983–2003) and Italy (1992–2018) chipped in 21- and 27-year runs, respectively. 2General government debt tends to be a larger number than central government debt held by the public, as the former includes intragovernmental holdings and state and local government debt. 1US Department of the Treasury (2021). and top 87.5%

Government 52

Government Commission Economics Distribution 52

Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. She obtained her CFP designation in 2003. Scott has been serving families for 29 years in the financial services space. Scott graduated from the University at Buffalo, earning a B.A.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And 00:28:03 [Speaker Changed] That’s an amazing number. And the value line has all these statistical patterns. But yeah, I think, I think it’s problematic in fixed income.

Management 264

Management Investing Investments Retail 264

The Better Letter

NOVEMBER 2, 2023

He spends way more time on how to save $1,000 than on what your investment portfolio should look like. “And over the past 30 years, my little portfolio … has averaged 12, most years over 13 percent.” Moreover, the true numbers are even worse than that because most bad funds have have closed or been absorbed.

Certified Financial Planner 96

Certified Financial Planner Investments Investing Portfolio 96

Random Roger's Retirement Planning

MARCH 26, 2024

Let's continue the conversation about all-weather generically and then the Cockroach Portfolio. First a comparison of the Permanent Portfolio Mutual Fund (PRPFX) versus a 60/40 portfolio comprised of two Vanguard mutual funds. Putting 20% in VIXM pretty much doomed that version of the portfolio. This period is noteworthy.

Portfolio 93

Portfolio Management Banking Financial Planning 93

The Big Picture

MARCH 12, 2024

So that little detour was in 2003. So think about 2003 home prices had gone up a lot from 2000. So mortgage position in 2000 were way more valuable in 2003 than they were when they originated because they weigh less credit risk. So that’s an active part of portfolio trimming and opt and optimization.

Banking 147

Banking Marketing Marketing Investing 147

Carson Wealth

FEBRUARY 24, 2025

For perspective, here are the numbers for 2019: Overall household debt grew by 4.4% However, its lower than the minimum we saw during the 2003-2007 expansion cycle. The number of consumer foreclosures fell 1% in Q4, following a big 12% drop in Q4. Disposable income grew by 2.7% Its the opposite. of a year ago. It averaged 9.2%

Marketing 81

Marketing Marketing Economy Planning 81

The Big Picture

NOVEMBER 15, 2022

I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common. The academic side of how to build a portfolio, we can argue about the details, right? I have lots of different ways I can get that number to go up.

Management 278

Management Assets Portfolio Investments 278