2009 Communication Portfolio 
Validea
MARCH 27, 2025
Lynch was also a gifted communicator. Model Performance & Return History Since its inception on Validea in 2003, the 20-stock, monthly rebalanced Peter Lynch-based portfolio has delivered a 1,142.0% Top 3 Best-Performing Years: 2009 : +62.3% (vs. average annual return , nearly doubling the S&P 500s 15.8%
Darrow Wealth Management
FEBRUARY 26, 2025
During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. The returns are normalized total returns of various bond indices during the 2008 -2009 financial crisis. Making knee-jerk reactions to headlines usually isn’t the best approach.
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Brown Advisory
SEPTEMBER 12, 2016
From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. We begin with advice— an in-depth engagement and discovery process to learn exactly how you view the intersection of your values with your portfolio.
Brown Advisory
SEPTEMBER 12, 2016
From our CEO: How We Help Clients Build Sustainable Portfolios. We begin with advice— an in-depth engagement and discovery process to learn exactly how you view the intersection of your values with your portfolio. The goals you express during our discovery process dictate the types of solutions used in your portfolio.
The Irrelevant Investor
OCTOBER 4, 2016
All of the great investors, from Seth Klarman and Howard Marks to Warren Buffett and Phil Fisher, have one thing in common- their ability to clearly communicate their philosophy. Jack Bogle rightfully gets all the credit for creating the index fund, but he's very underrated when it comes to his ability to effectively communicate.
The Irrelevant Investor
FEBRUARY 1, 2016
In 2009, when Griscom pitched Babble to venture capitalists, he did the exact opposite of what every entrepreneur has been taught to do: he presented a slide listing the top five reasons not to invest in his business.But his counterintuitive approach worked: that year, Babble brought in $3.3 And oh by the way, returns are not guaranteed.
Brown Advisory
SEPTEMBER 12, 2016
The current wave of private credit resurgence sprung from the 2008—2009 financial crisis as the banking industry retreated from many kinds of traditional lending after the enactment of stricter regulation under the Dodd- Frank Act and the global banking accord known as Basel III. Demand is also robust.
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