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.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

APRIL 1, 2015

economy following the financial crisis. Thus, since early 2010, earnings growth of close to 85% has accounted for the vast majority of the doubling in stock prices. The small valuation gain may be considered reasonable in light of growing investor confidence as the economy has recovered from the depths of 2008-2009. company.

Investing 52

Investing Investments Valuation Assets 52

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. Ross Kendall writes a piece, I think it was 2010, about how expense ratios and star ratings predict success.

Portfolio 130

Portfolio Management Assets Investments 130

The Big Picture

AUGUST 20, 2024

There’s a continual, the economy continues to grow. The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics. I’m gonna hold it in my portfolio. It goes so far. Thank you for the cash.

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

JULY 11, 2023

And it’s kind of funny, if you, and now you see it in New York City, but if you showed up in a meeting in a coat and tie, post the dot-com era and coming into the more recent stuff, you were viewed as sort of the old economy. So she wants her portfolio managed that way. RITHOLTZ: Right. The vest is the new uniform.

Management 222

Management Investments Investing Assets 222

Brown Advisory

APRIL 1, 2016

In the ensuing six years, this measure of volatility steadily declined, except for brief spikes in mid-2010 and late 2011. This is the essence of the operating bucket, and we believe it’s a critical component of sensible portfolio management. Multiple Risks. S&P 500 Index represents the large-cap segment of the U.S. company.

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

AUGUST 16, 2022

We do discretionary macro trading, which is typically a portfolio manager — and we have some number of portfolio managers, 15 or 18 different portfolio managers that independently manage a book of, you know, risk assets. And you know, we would not be at all surprised to see the economy contract.

Management 305

Management Assets Risk Management Valuation 305

The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

Marketing 147

Marketing Marketing Investing Investments 147

The Big Picture

APRIL 8, 2024

Hustle was managing institutional right assets. Your real business is having the best perspective of what is happening this moment in the economy. And then it turns out, you know, the market, if you go from 91 forward market just sort of went up and business was good and it was good basically until maybe 2010. Your side hustle.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

Investments 130

Investments Investing Valuation Portfolio 130

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. And it was day by day from the seat of, it was the month that the economy shut down. I mean, it was really grim times in ’09. RITHOLTZ: Right.

Retail 130

Retail Government Economy Economics 130

The Big Picture

JUNE 3, 2024

At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst. And I think that’s reflective of the economy. And what if the economy continues? Signs him, right?] Yeah, yeah. They have yield.

Math 147

Math Marketing Marketing Engineering 147

The Big Picture

FEBRUARY 12, 2024

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. How, how do you manage around that? Because I view myself as an analyst first.

Management 294

Management Investments Investing Economy 294