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.

Investing 52

Investing Investments Portfolio Management 52

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.

Investing 52

Investing Investments Portfolio Management 52

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. Michael Poggi, CFA Mike is the portfolio manager for the Large-Cap Sustainable Value Strategy.

Portfolio 52

Portfolio Valuation Investments Investing 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

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. Legal immigration has been trending lower since the Gulf War in 2003. RITHOLTZ: So let’s talk a little bit about what Stray Reflections is today and who your clients are. You mentioned immigration.

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Marketing Marketing Economy Valuation 130

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. The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics.

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

DECEMBER 12, 2023

So, so you set to retire as portfolio manager this year, you mentioned your two successors. And so I had to walk to the hotel and Dave Jenkins or Fidelity Analyst and now portfolio manager had to walk home, which took a few hours. 00:49:28 [Speaker Changed] What year was this? So you could definitely bury that.

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Management Investing Investments Retail 264

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). percentage points, and that’s running hot because stock prices are up (which drives up the “prices” of portfolio management services). Imagine how mad the bears would be if that happened again this year.

Marketing 93

Marketing Marketing Financial Services Distribution 93

The Big Picture

JULY 15, 2024

Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. Now he’s the head of the discretion team at Loomis Sales, which manages well over $335 billion in client assets. And when we’re done, we would go back to our research and also dabbled in a little portfolio management.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

The Better Letter

JANUARY 11, 2024

As outlined in his Expert Political Judgment , Wharton’s Philip Tetlock looked at 82,361 economic and political forecasts by 284 experts between 1987 and 2003. Out of the nearly 10,300 mutual funds and ETFs in the United States, the listed portfolio managers own no shares in the funds they manage in 5,900 of them.

Economy 96

Economy Economics Math Banking 96