Investment Writing

NOVEMBER 20, 2024

Marketing and communications professionals know how to write well. For example, its 2010 full-service investor survey spurred J.D. ” Though a securities analyst and a portfolio manager might want to dig into the annual report for more details, these sentences give them a quick idea of what to seek. It’s entertaining.

Compliance 52

Compliance Communication Assets Investing 52

The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. And so I often would look at investments in my portfolio that may be different from what most other people put in their portfolios. That sounds great, but I only have spots in my portfolio for a Cape Cod.

Assets 147

Assets Management Investing Investments 147

Brown Advisory

MARCH 14, 2023

Time/Long-Term This morning, we met with the management team of Intuitive Surgical (ISRG), One of our portfolio managers, Ken Stuzin will tell you that none of our holdings are “sacred cows”, but in the same breath he’ll mention that ISRG CEO Gary Guthart is among the very best executives that he’s ever met.

Clients 81

Clients Investing Investments Sales 81

Brown Advisory

MARCH 28, 2017

Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources.

Investments 52

Investments Investing Government Nonprofit 52

Brown Advisory

MARCH 28, 2017

Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources.

Investments 52

Investments Investing Government Nonprofit 52

The Big Picture

FEBRUARY 12, 2024

That explaining that process and communication to people built confidence. I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job. Why aren’t you?

Management 294

Management Investing Investments Economy 294

Trade Brains

SEPTEMBER 21, 2023

Best Blue Chip Stocks under Rs 500 : Investing in the stock market can be risky, and requires a careful selection of stocks to build a diversified and stable portfolio. It is also a leading FMCG Marketer with a vibrant portfolio of 25+ Indian brands. The Company was awarded the Maharatna status in 2010. comes from FMCG-Others.

Budgeting 59

Budgeting Electronics Healthcare Consulting 59

Carson Wealth

JUNE 5, 2023

While we disagree with this assessment overall, tech and communications indisputably have had wildly outsized gains versus other sectors. During the last expansion, 2010-2019, average annual payroll growth was 2.2 A diversified portfolio does not assure a profit or protect against loss in a declining market. million per year.

Economy 52

Economy Numbers Compliance Banking 52

Good Financial Cents

APRIL 14, 2023

Once you find your niche, you’ll find clients all over the web.” – Kevin Mercadante, Freelance Writer since 2010 If there’s a topic area where you’re knowledgeable, and you have a desire to write on a regular basis, this could be the side hustle for you. Skills needed: Communication, management, market analysis, negotiation, and vision.

Accounting 91

Accounting Communication Investing Investments 91

The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. RITHOLTZ: — across all these different inputs.

Assets 162

Assets Investing Investments Valuation 162

Trade Brains

JANUARY 24, 2024

These clients come from industries like Airlines, Banking, Communications, Logistics, and others. This was followed by a cross-messaging platform Pinch, which it built in 2010. It was listed on Indian exchanges in 2004 and changed its name to Cigniti in 2012. So which stock do you think has the highest potential?

Insurance 59

Insurance Clients Engineering Management 59

Brown Advisory

OCTOBER 28, 2021

As chief scientist of The Nature Conservancy and the director of the Climate Center at Texas Tech, Dr. Hayhoe has been called “a national treasure” and “one of the nation’s most effective communicators on the threat of climate change.” The devastation in India has been harrowing for women, as communities struggle to protect public health.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

OCTOBER 28, 2021

As chief scientist of The Nature Conservancy and the director of the Climate Center at Texas Tech, Dr. Hayhoe has been called “a national treasure” and “one of the nation’s most effective communicators on the threat of climate change.” Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory. . The State of Women. June 29, 2021.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Trade Brains

NOVEMBER 16, 2022

Do you hope to avoid volatile price fluctuations in your portfolio brought in by lower-priced stocks? Later in 2010, its name was changed from Bajaj Auto Finance to Bajaj Finance. As for its services portfolio, it offers research & strategy, product engineering, enterprise learning, and more.

Pharmaceutical 52

Pharmaceutical Manufacturing Distribution B2C 52

Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. A cool change indeed.

Investments 52

Investments Investing Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. A cool change indeed.

Investments 52

Investments Investing Clients Portfolio Management 52

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. RITHOLTZ: Oh no, it’s much worse. SEIDES: It’s lower. It’s lower.

Management 130

Management Investing Investments Government 130

ClearMoney

DECEMBER 5, 2021

Ivory Coast defaulted in January 2011,5 when its 2010 debt/GDP was just 46%.6. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. This material is not a sales communication. Finally, country debt is generally a slow-moving variable. and top 87.5%

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

Ivory Coast defaulted in January 2011,5 when its 2010 debt/GDP was just 46%.6. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. This material is not a sales communication. Finally, country debt is generally a slow-moving variable. and top 87.5%

Government 52

Government Commission Economics Distribution 52

The Big Picture

APRIL 4, 2023

So when you think about the individual exposure to a specific name, in our funds, it represents less than one half of 1 percent of the portfolio. Arcmont, one of the early adopters in Europe, they actually launched their firm back in 2010, 2011. So we saw an opportunity to really partner with a leader in the same business as us.

Banking 147

Banking Management Investing Investments 147

Darrow Wealth Management

NOVEMBER 5, 2024

Also note that holding too much non-operating real estate, cash, and/or portfolio assets can disqualify stock from Section 1202 and jeopardize the QSBS tax exemption. This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision.

Taxes 62

Taxes Wealth Management Tax Planning Assets 62

The Better Letter

MARCH 23, 2023

In March of 2010, Jordan paid $275 million for his interest. The idea comes from the success of index investing, whereby investors eschew active management of their portfolios (searching for big winners) in order to own an entire index of stocks, providing a mechanism for (mostly) not losing big. But, it’s a good starting point.

Management 112

Management Investing Investments Planning 112

Brown Advisory

AUGUST 1, 2019

Background Since January 1, 2010, all individuals, regardless of income levels, have been able to convert existing retirement accounts such as traditional IRAs into Roth IRAs. The information provided n the case study illustrates a hypothetical portfolio that is not necessarily representative of any current portfolios.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

Since January 1, 2010, all individuals, regardless of income levels, have been able to convert existing retirement accounts such as traditional IRAs into Roth IRAs. The information provided n the case study illustrates a hypothetical portfolio that is not necessarily representative of any current portfolios. Background.

Planning 52

Planning Distribution Taxes Accounting 52

The Big Picture

AUGUST 8, 2022

ADMATI: Portfolio insurance and all these application strategies and all this stuff. ADMATI: But then I worked on trading mechanisms and information getting to prices and informed and uninformed trading and markets for information and newsletters and managed money portfolio theory. RITHOLTZ: Twenty-two, twenty-two point something.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

DECEMBER 14, 2022

Kathleen has been with Blackstone since 2010. And interestingly, I’m happy to come back to these things I learned in helping companies through mergers, particularly around things like communications and shareholder relations, and employee engagement that have now served me really well, couple decades later in my career.

Assets 162

Assets Investing Investments Portfolio 162

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Now, granted, I don’t think that that’s true.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Discipline Funds

FEBRUARY 1, 2025

This is what I try to communicate with the Defined Duration investing strategy. Stocks are inherently long-term instruments and they need to be utilized in a portfolio in a manner consistent with long-term thinking. 3) The Return of the 2010s? which was almost perfectly in-line with the average GDP we saw since 2010.

Insurance 84

Insurance Economy Assets Banking 84

The Big Picture

JULY 31, 2023

HOFFMAN: I moved to New York in 2010, working for a legal trade pub, a competitor of “Bloomberg Law”, “Law 360”, where I was hired, you know, your career is just a series of lucky breaks. RITHOLTZ: The communication was bad also. I mean, it was really grim times in ’09. RITHOLTZ: How did you get to the journal? RITHOLTZ: Right.

Retail 130

Retail Government Economy Economics 130

Carson Wealth

SEPTEMBER 3, 2024

We’ve long said that the next stage to this bull market will be a broadening out of the rally, and not just the high-flying tech and communication services names doing well. But the late 2010s was markedly different, as the primary balance remained in deficit territory, hitting -2% of GDP by the end of 2019.

Marketing 142

Marketing Marketing Taxes Economy 142

Carson Wealth

JULY 22, 2024

This isn’t the only reason to be bullish, but once the other drivers are in place, buying things that are cheap can be a nice way to help your portfolio. High-Tech Equipment Production Is Also Surging High tech equipment production (computers, communication equipment, semiconductor chips) rose at an annualized pace of 13% in Q2.

Manufacturing 97

Manufacturing Marketing Marketing Economy 97