2004 Financial Services Portfolio Management 
The Big Picture
OCTOBER 24, 2022
She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. So sometimes that crosses my mind today, when people are watching the CPI. NORTON: Yeah. NORTON: Yeah.
Brown Advisory
MAY 31, 2017
stocks since the middle of 2004. Many of the best-performing European equity managers have outperformed their benchmarks notably in the years since the 2008–09 recession, while comparatively fewer top-performing U.S. large-cap managers have been able to beat the market consistently. is not particularly notable. is much clearer.
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Brown Advisory
MAY 31, 2017
stocks since the middle of 2004. Many of the best-performing European equity managers have outperformed their benchmarks notably in the years since the 2008–09 recession, while comparatively fewer top-performing U.S. large-cap managers have been able to beat the market consistently. is not particularly notable. is much clearer.
The Big Picture
APRIL 11, 2023
Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. They match up.
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