Brown Advisory

APRIL 22, 2020

The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients. This concept has caught on with a growing number of investors, but a key problem is verification and monitoring: How can investors be sure that their money is going where the issuer says it is?

Portfolio 52

Portfolio Clients Investments Investing 52

Fortune Financial

MARCH 11, 2023

For example, the smoking rate is currently as low as perhaps it has ever been, yet this is mostly driven by population growth as the absolute number of adult smokers in the U.S. Simply put, there is still a very large number of people in the U.S. Both the author and clients of Fortune Financial Advisors, LLC own shares of Altria.

Math 52

Math Financial Advisor Numbers Marketing 52

The Big Picture

JUNE 6, 2023

So, you start the blog in 2004, more or less. And they do that for 35 years tweaking numbers I go you won, you won the game. Number one, everybody has credit cards, everybody misunderstands how to use them, and there are actually some secret perks that people have no idea about. SETHI: Yes, number one is eating out or dining.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

JULY 4, 2023

And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. I know you don’t disclose your clients, but the Wall Street Journal certainly mentioned those. So I’m not sure that that’s so generous on behalf of the founder. RITHOLTZ: Wow.

Management 147

Management Recruitment Numbers Banking 147

Random Roger's Retirement Planning

DECEMBER 22, 2023

There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago. I bought it for clients in 2010 or 2011 and still hold it, so maybe. ARBFX 3.7% JRS 3.9% (short position) MERFX 3.7% There's a lot there, really lot.

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

The Big Picture

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. And actually, I was at the PPI, most people may not remember this, but in 2004, the PPI was a month and a half late. And so our customer base is financial advisors and their underlying clients. And we were doing the same with clients. NORTON: They can be.

Portfolio 130

Portfolio Management Assets Investing 130

Brown Advisory

MAY 31, 2017

Thus, we consistently maintained a reduced weighting in European equities in the years since the crisis (relative to the blended benchmarks typically used by our clients to measure portfolio results). stocks since the middle of 2004. Over the long term, that stance has paid off. is not particularly notable. is much clearer.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Thus, we consistently maintained a reduced weighting in European equities in the years since the crisis (relative to the blended benchmarks typically used by our clients to measure portfolio results). stocks since the middle of 2004. Over the long term, that stance has paid off. is not particularly notable. is much clearer.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Big Picture

MAY 30, 2023

Number one, a school district is a business. And number two, and I think that they were like, I’m sure there’s a note coming after this with a congressional allocation, and it never came. BRYANT: Number two, money is emotional. BRYANT: We’ve had over 4 million clients, and we have 245 locations in 46 states.

Banking 147

Banking Economics Business Planning Economy 147

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. at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there. And so, I was doing that in 2000, 2002, 2003, 2004.

Assets 173

Assets Management Marketing Marketing 173

Trade Brains

JUNE 2, 2023

The bank has periodically improved quarterly numbers while maintaining an impressive dividend yield of 1.17%. It provides a wide range of financial services to corporate and retail clients in areas like investment banking, life and non-life insurance, mortgages, and online banking. Net interest margin(%): 3.84 % EPS (₹): 95.93

Banking 52

Banking Financial Services Retail Assets 52

Brown Advisory

APRIL 1, 2015

In the private company world, total venture capital financings reached $59 billion last year, up from about $23 billion in 2004, according to PitchBook’s 2015 venture industry annual report. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Investing 52

Investing Investments Valuation Assets 52

Mr. Money Mustache

JANUARY 29, 2021

Let’s start with an example of what I did, although with fictional rounded numbers just to make it simple. As I pay off this loan, the green number will grow and eventually the red number will rise above zero as well. As example of rapid increase, from 2004-2006 it went up from from 1.25 Introducing the Margin Loan.

Accounting 53

Accounting Taxes Investing Investments 53

The Big Picture

DECEMBER 19, 2023

They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. 00:06:36 [Speaker Changed] So in, in 2004, I joined Morgan Stanley equity research. There are about 13 different portfolio managers each focused on a different sub-sector. That was great.

Healthcare 162

Healthcare Portfolio Management Investing 162

The Big Picture

JUNE 18, 2024

I, I somehow found myself invited to a MSN client retreat that Joanne was running. 00:26:12 [Speaker Changed] And Barstool was the same, which is Barstool started by Dave in 2004. Did they capture enough clients and or revenue to make this worthwhile? That that’s a serious 01:08:03 [Speaker Changed] Media number.

Media 147

Media Food Advertising Investing 147

The Big Picture

JUNE 13, 2023

And as I’m sure you would appreciate, being here in New York is a very different reality than the rest of the Americas, partly when it comes down to visiting new clients in the Midwest, the part of the US. We had made a few investments, relationship from a client standpoint, from an LP standpoint. That was very exciting.

Banking 147

Banking Assets Investing Investments 147

The Big Picture

APRIL 18, 2023

I think because the private equity investing model has been really good for our clients, which are state pension plans, sovereign wealth funds, you know, ensuring the retirement safety of many — tens of millions of people. Probably somewhere around 2004 or ‘05, we started doing things by ourselves. And, you know, why is that?

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

AUGUST 7, 2023

This was 2004. I frequently get calls from clients freaked out about, I just saw this news story on TV, What good does worrying about it do? HARRIS: Okay, so that 12 and a half minute number, I believe comes from a neuroscientist. Tell us about that experience. HARRIS: It was awful. I was filling in as a news reader.

Medical 130

Medical Transportation Investing Investments 130

The Better Letter

JANUARY 10, 2025

My favorite client, a pension manager for over 40 years, sardonically reminded me that someone buying 100-year bonds issued by the world’s leading entertainment business a century before would have purchased the debt of a player-piano company. We were Morgan Stanley’s co-manager. percent per annum, including dividends.

Retail 97

Retail Numbers Pharmaceutical Government 97

The Big Picture

JANUARY 14, 2025

They are a multi-manager, multi-strategy hedge fund that has put up some pretty impressive numbers. You know, we were providing research advice, investment advice, talk to clients, help them raise money in other products. That’s a giant number. Half is a giant number. His background is really fascinating.

Management 147

Management Investing Investments Assets 147

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And they go, what’s street.com’s number. How’s my 10 grand doing? I go, maybe.

Media 290

Media Investing Investments Valuation 290

The Big Picture

FEBRUARY 20, 2024

Next day I had to go to Boston for a client meeting. ’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. Number one, the economy’s a lot stronger than they thought it was gonna be. We just had a giant number, a giant upside surprise in payrolls.

Banking 147

Banking Economy Marketing Marketing 147

The Big Picture

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. I said, no, that couldn’t be right. RITHOLTZ: Wow.

Government 321

Government Banking Numbers Investing 321