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 Investing 130

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 Investments Investing Sales 81

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

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

SEPTEMBER 12, 2016

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Social Finance, a global nonprofit that pioneered the SIB concept, sold the first social impact bond in 2010 to fund programs aimed at reducing convict recidivism.

Investing 52

Investing Investments Communication Government 52

Brown Advisory

MARCH 28, 2017

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Social Finance, a global nonprofit that pioneered the SIB concept, sold the first social impact bond in 2010 to fund programs aimed at reducing convict recidivism.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

SEPTEMBER 12, 2016

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Social Finance, a global nonprofit that pioneered the SIB concept, sold the first social impact bond in 2010 to fund programs aimed at reducing convict recidivism.

Investing 52

Investing Investments Communication Government 52

Brown Advisory

MARCH 28, 2017

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Social Finance, a global nonprofit that pioneered the SIB concept, sold the first social impact bond in 2010 to fund programs aimed at reducing convict recidivism.

Investing 52

Investing Investments Government Nonprofit 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. It’s not quite as bad as my recollection of 2010, ’11, ’12, but coming out of the financial crisis, people stayed bearish despite the 56% collapse in the S&P. Lots of people are bearish.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

APRIL 1, 2015

Thus, since early 2010, earnings growth of close to 85% has accounted for the vast majority of the doubling in stock prices. In 2010, the economic expansion was widely forecast to be weak, and indeed it turned out to be slower than in most postrecession periods.

Investing 52

Investing Investments Valuation Assets 52

Trade Brains

FEBRUARY 14, 2023

He is associated with ICICI Prudential Asset Management Company Limited since June 2010. Top Mutual Funds For SIP #4 – HDFC Retirement Savings Fund Equity Plan Direct-Growth Fund Company HDFC Asset Management Company Size (AUM in Cr) 2,659 3-yr returns (CAGR) 23.41 HDFC Securities Ltd., and Yoha Securities. 1-yr return 10.91

Healthcare 59

Healthcare Retirement Investments Investing 59

Investment Writing

NOVEMBER 20, 2024

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. Other companies surely would have used stuffier language to convey such news.

Compliance 52

Compliance Communication Assets Investing 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

The Big Picture

JULY 11, 2023

So she wants her portfolio managed that way. You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right. It just exploded equities up and … RITHOLTZ: What was that, 2010 to 2020? RITHOLTZ: Right. JOHNSON: And express it through that technology. You went into equities.

Management 222

Management Investing Investments Assets 222

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. Choice is a registered member of NSE, BSE, MCX-SX, MCX, NCDEX and a depository participant with CDSL in 2010.

Accounting 52

Accounting Financial Services Insurance Planning 52

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.

Investing 52

Investing Investments Portfolio Assets 52

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 173

Assets Management Portfolio Taxes 173

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 they will decide what they’re going to buy and sell.

Management 305

Management Assets Risk Management Valuation 305

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.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

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

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

APRIL 8, 2024

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. The financial crisis in the two thousands, the 2010 seemed totally uneventful other than the fact that, you know, there was no yield on the fixed income side.

Economy 147

Economy Clients Banking Economics 147

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. Jeffrey Sherman : So I do too, Barry, you know, so he, he still writes my paychecks today. Signs him, right?] Yeah, yeah.

Math 147

Math Marketing Marketing Engineering 147

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. 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

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 Investing Investments Economy 294