Brown Advisory

OCTOBER 26, 2021

Concurrently, the weight of biotech in the index has ballooned from 9% at beginning of 2005 to close to 16% as of the end of the third quarter of 2021. The R2G and RMG experienced a decrease in the size of cyclical sectors (consumer discretionary, energy, financials, industrials and materials) since 2005. Exhibit 3: Sector Composition.

Manufacturing 52

Manufacturing Investing Investments Communication 52

The Big Picture

OCTOBER 17, 2023

They understand that, they recognize it and you know, we’re always communicating with them to sort of help them through those periods. ’cause they, it’s a learning mechanism as a recommendation mechanism for portfolio managers and thinking about how to allocate capital. And the second is the fees.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. And I think the, the, the communications was the big part. He worked as a trader.

Assets 147

Assets Insurance Management Investing 147

The Big Picture

NOVEMBER 25, 2024

This was the era, 2005, 2006, all of my friends were looking to get banking roles. 00:19:11 [Speaker Changed] The, the challenge is always the transition from the uptrend to the downtrend, which is why you have portfolio managers and allocators arguing who’s responsible. Barry Ritholtz : That’s hilarious.

Portfolio 147

Portfolio Management Marketing Marketing 147