2007, Portfolio Management and Valuation - Financial Advisor Source

Transcript: Heather Brilliant, Diamond Hill

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. But there’s always gotta be some element of the valuation really being compelling.

Investing

Investing Investments Management Valuation

Transcript: Tom Hancock, GMO

The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. Jeremy’s never really been a portfolio manager.

Valuation

Valuation Investing Investments Assets

Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

MARCH 25, 2025

And you had the great insight and business acumen to tap out of Bear Stearns in 2007 with all of those options that you had and exercise the options, sell them and launch your shortness, the asset management. Valuations tended to crash and burn very, very cheap valuations tended to do well. Right, right. Very, very high.

Management

Management Numbers Investing Investments

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How to prepare your portfolio for the uncertain future?

Truemind Capital

MAY 19, 2020

Smart investors are very careful about market valuations (prices) and investor behaviour. The chart below illustrates that the smart money enters when valuations are low and the majority of the investors aren’t looking at that asset class or security. For common investors, arriving at a fair value of any stock could be very tricky.

Portfolio

Portfolio Asset Allocation Valuation Investing

Investment Perspectives | Bubbles II

Brown Advisory

APRIL 1, 2015

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.

Investing

Investing Investments Valuation Assets

Transcript: Michael Carmen, Wellington

The Big Picture

OCTOBER 31, 2023

And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? The more private side of the street?

Management

Management Investing Investments Portfolio

Investment Perspectives | Cool Change

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investing

Investing Investments Clients Portfolio Management

Investment Perspectives | Cool Change

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investing

Investing Investments Clients Portfolio Management

Transcript: Julian Salisbury, GS

The Big Picture

MAY 9, 2023

One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations. So it was kind of interesting. We’ve seen a couple of these events now. There were some fairly aggressive kind of investment strategies being pursued.

Assets

Assets Clients Investing Investments

Transcript: Graeme Forster, Orbis Investments

The Big Picture

OCTOBER 17, 2023

Then the volatility and, and the valuation makes an enormous difference. So those two things, longevity, a little bit of excess return and, and risk management would be the key. You joined in 2007, what led you there? But it makes a big, big difference to your long-term outcomes if you can just avoid those big losses.

Investing

Investing Investments Clients Numbers

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

The United Nations Environment Program published a helpful review of key academic and broker reports on responsible investment and performance (UNEP, 2007). Of the 20 academic studies referenced, half reported a positive effect of ESG factors on portfolio performance, three reported negative effects, and the rest were neutral.

Portfolio

Portfolio Investing Investments Management

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

The United Nations Environment Program published a helpful review of key academic and broker reports on responsible investment and performance (UNEP, 2007). Of the 20 academic studies referenced, half reported a positive effect of ESG factors on portfolio performance, three reported negative effects, and the rest were neutral.

Portfolio

Portfolio Investing Investments Management

Bell Webinar: 2022 Market Review & 2023 Outlook

Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. There’s maybe a similar valuation to what you might have seen in 2017, 2018, or 2019.

Marketing

Marketing Marketing Investing Investments

Transcript: Armen Panossian

The Big Picture

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Banking

Banking Investing Investments Clients

Transcript: Vincent Aita of Cutter Capital

The Big Picture

OCTOBER 8, 2024

And I think what I’m trying to imply is there’s a lot of informational value that’s already held within the valuations where these equities are trading that you can calculate, you know, a sense of the implied market probability of success for an opportunity for a company. There, 00:10:35 [Speaker Changed] There is.

Healthcare

Healthcare Medicine Portfolio Investing

Transcript: Aswath Damodaran

The Big Picture

APRIL 11, 2023

The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation

Valuation Education Numbers Government

Transcript: Corey Hoffstein on Return Stacking

The Big Picture

NOVEMBER 25, 2024

And there was one conversation very early in my career, this was actually 2007, where I was interviewing with an asset manager and I pre-meeting, asked them what they thought of the market. He is not only the CEO and CIO of newfound research, but portfolio manager of Returned Stack ETF Suite. Really, really interesting.

Portfolio

Portfolio Management Marketing Marketing

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