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EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks

Brown Advisory

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. stocks since the middle of 2004.

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EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks

Brown Advisory

Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. stocks since the middle of 2004.

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Transcript: Mathieu Chabran

The Big Picture

You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. RITHOLTZ: So let’s talk about what led to the decision to launch TIKEHAU Capital back in 2004. CHABRAN: Yes, no that’s right Barry.

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