Brown Advisory

MARCH 14, 2023

Still, even if the numbers aren’t moving, the sentiment is somewhat less favorable today than it was in November. Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. Source: FactSet.

Clients 81

Clients Investing Investments Sales 81

Brown Advisory

JUNE 3, 2015

That’s up a staggering 88% from 2010. The proliferation of sustainable investment strategies is good news, whether you want to reflect your values in your portfolio or you simply are looking for top-performing opportunities. For many investors, the topic of sustainable investing is a jungle of jargon and vague terms.

Portfolio 52

Portfolio Clients Portfolio Management 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. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right. NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investing 130

Trade Brains

JULY 23, 2022

Started in 2010, Zerodha popularized the concept of the discount brokerage in the Indian equity market with a no brokerage model for investors and a flat Rs 20 per trade brokerage charges for the intraday and other trades. The ICICI Direct which is a part of ICICI Securities ranks number one in the full-service stockbrokers’ list.

Accounting 52

Accounting Financial Services Insurance Planning 52

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. RITHOLTZ: You had 1987, you had 1997, you had 1998 there were a number of really substantial. But number two is from a demographic standpoint. Tell us a little bit about your research. RITHOLTZ: Right.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

AUGUST 20, 2024

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. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what? Thank you for the cash.

Assets 167

Assets Management Portfolio Taxes 167

Brown Advisory

APRIL 1, 2016

There are many ways to illustrate volatility, but one of the simplest is to add up the number of days in which a market moves up or down by more than a certain amount over a defined period of time. In the ensuing six years, this measure of volatility steadily declined, except for brief spikes in mid-2010 and late 2011. Multiple Risks.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

MAY 31, 2017

We maintain a model portfolio internally to track the results of our asset allocation stances. In that portfolio, our underweight to European stocks has been a strong contributor to our returns; in fact, since the model’s inception on Sept. large-cap managers have been able to beat the market consistently.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

We maintain a model portfolio internally to track the results of our asset allocation stances. In that portfolio, our underweight to European stocks has been a strong contributor to our returns; in fact, since the model’s inception on Sept. large-cap managers have been able to beat the market consistently.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

APRIL 1, 2015

Interestingly, in an unusually large number of instances, the stock prices of the target company and the acquirer have both risen following a deal announcement, while typically only the target’s stock price benefits. Thus, since early 2010, earnings growth of close to 85% has accounted for the vast majority of the doubling in stock prices.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

JULY 11, 2023

” Who are the number one users of TurboTax? And you see that in the numbers, right? You have half the number of public companies that you had in 2000. So she wants her portfolio managed that way. You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right.

Management 217

Management Investing Investments Assets 217

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. What do they have, 90000 plus CFPs?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

AUGUST 16, 2022

And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. RITHOLTZ: You were awarded for buying the dip in 2010 when we had the flash crash.

Management 299

Management Assets Risk Management Valuation 299

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 144

Marketing Marketing Investing Investments 144

The Big Picture

APRIL 8, 2024

. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This weekend on the podcast, ed Hyman returns to talk about all things economic analysis, what’s going on in the world, how he’s built an incredible career, oh my God, 43 times number one ranked in the Institutional investor survey in economics.

Economy 144

Economy Clients Banking Economics 144

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.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

JUNE 3, 2024

The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital. 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.

Math 144

Math Marketing Marketing Engineering 144

The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. So, so you choose a number of specific industries or did you choose them? RITHOLTZ: Wild number.

Retail 130

Retail Government Economy Economics 130

The Big Picture

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. And we held it for, I don’t know, for a number of years. I’m the portfolio manager and I’m actually the only portfolio manager.

Management 289

Management Investing Investments Economy 289