Brown Advisory

SEPTEMBER 12, 2016

We bought ARM Holdings in July 2011 and held on even as oversupply slowed growth in smartphones sales. We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). They then construct their portfolios by using traditional measures for valuation and performance.

Food 52

Food Executive Compensation Portfolio Management Communication 52

Brown Advisory

SEPTEMBER 12, 2016

We bought ARM Holdings in July 2011 and held on even as oversupply slowed growth in smartphones sales. We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). They then construct their portfolios by using traditional measures for valuation and performance.

Food 52

Food Executive Compensation Portfolio Management Communication 52

Carson Wealth

JANUARY 22, 2024

According to quarterly Federal Reserve data, money market assets were more than $6 trillion at the end of the third quarter of 2023, roughly double what they averaged from 2011 to 2017. Compliance Case # 02079559_012224_C The post Market Commentary: S&P 500 Index Hits a New All-Time High appeared first on Carson Wealth.

Marketing 97

Marketing Marketing Economy Portfolio 97

Brown Advisory

NOVEMBER 12, 2015

Recharacterization: But what if you converted a traditional IRA to a Roth at a time when the assets were at peak valuation, and the value of the assets have since declined? Circular 230 Compliance Statement. In compliance with those regulations, we must inform you that: 1.

Planning 52

Planning Taxes Distribution Medical 52

Brown Advisory

JUNE 12, 2017

All the big brokerage firms have large compliance departments, and they should. Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount. A business with a lot of people under incentives is going to have some misbehavior.

Investments 52

Investments Investing Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

All the big brokerage firms have large compliance departments, and they should. Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount. A business with a lot of people under incentives is going to have some misbehavior.

Investments 52

Investments Investing Ethics Taxes 52

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds. What’s the valuation? And at the time, I was managing Protege Partners as a hedge fund of funds. RITHOLTZ: Right.

Management 130

Management Investing Investments Government 130