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Walkner Condon: The State of the Firm

Walkner Condon Financial Advisors

She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. Amber Schmechel is joining our team with 15 years of experience in communications and marketing. Most recently she was the Communications and Marketing Manager at Saris Cycling Group.

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The State of the Firm: Walkner Condon

Walkner Condon Financial Advisors

She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. Amber Schmechel is joining our team with 15 years of experience in communications and marketing. Most recently she was the Communications and Marketing Manager at Saris Cycling Group.

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Medium Size, Large Opportunity: Where to Look?

Brown Advisory

The R1G, as discussed above, has experienced remarkable growth in the information technology and communication services sectors (both technology related), which, in conjunction, represent 58% of the benchmark. In contrast, the combined information technology and communication services represent 40% of the RMG. Since SAPIEN’s U.S.

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Small Caps: The Big Picture

Brown Advisory

Exhibit 5: Dispersion in stock returns for the Russell 2000 ® Index, three-year trailing return for top and bottom quartile, by year since 2011, and average and median 1991–2020 Source: Furey Research Partners. The LSE Group does not promote, sponsor or endorse the content of this communication.

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Small Caps: The Big Picture

Brown Advisory

Exhibit 5: Dispersion in stock returns for the Russell 2000 ® Index, three-year trailing return for top and bottom quartile, by year since 2011, and average and median 1991–2020. FTSE®” “Russell®”, “FTSE Russell®”, “ICB®”, are trademarks of the relevant LSE Group companies and are used by any other LSE Group company under license.

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Navigating Geopolitical Events

ClearMoney

During the Egyptian revolution of 2011, the Egyptian Stock Exchange closed after January 27 and remained closed for over a month. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.

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Government Debt and Stock Returns

ClearMoney

Reuters (2011). Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. This material is not a sales communication. General government debt from OECD (2021). 1: 415–448.