Remove 2004 Remove Clients Remove Valuation
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Tata Technologies IPO Review – GMP, Details & Much More

Trade Brains

Their last offer being from Tata Consultancy Services in 2004. Marquee Client Record: Tata Tech’s clients include some of the most notable names such as Airbus, McLaren, Honda, Ford, and Cooper Standard. The top 5 clients of the Company contributed to 60.49%, giving rise to concentration risks.

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

Brown Advisory

Throughout this period, we often saw windows in which we believed that European valuations were more attractive, but we were cautious due to Europe’s high debt levels and struggles to generate economic growth. stocks since the middle of 2004. Over the long term, that stance has paid off. is not particularly notable. is much clearer.

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

Brown Advisory

Throughout this period, we often saw windows in which we believed that European valuations were more attractive, but we were cautious due to Europe’s high debt levels and struggles to generate economic growth. stocks since the middle of 2004. Over the long term, that stance has paid off. is not particularly notable. is much clearer.

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Transcript: Marta Norton

The Big Picture

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. NORTON: These are portfolios that we’re creating, whether they’re individual stocks, or whether they’re multi-asset portfolios that we offer to financial advisors who in turn offer them to their clients.

Portfolio 130
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Transcript: Graeme Forster, Orbis Investments

The Big Picture

Then the volatility and, and the valuation makes an enormous difference. And if you’re in a quant fund and your clients say, you know, you’ve underperformed for the last three quarters and I don’t quite understand the black box, how do you retain, how you drive that alignment between the client and the business?

Investing 130
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Investment Perspectives | Bubbles II

Brown Advisory

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Unsurprisingly, as volume has increased, so have valuations. Possible Signs.

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Transcript: Victor Khosla, Strategic Value Partners

The Big Picture

But that valuation, to be able to come up with the valuation, to be then able to work in a restructuring process, bankruptcy process, and say, Hey, I think at the end of this, we are buying debt at 50 cents. ’cause you have to sell that product to clients. How many, you had two clients, it sounds like.

Banking 147