Brown Advisory

JUNE 14, 2017

Investors who never contemplated the concept of “municipal bankruptcy” previously would later be forced to add the term into their vernacular, spurred by bankruptcies of Jefferson County, Alabama in 2011; Stockton and San Bernardino, California in 2012; and Detroit in 2013.

Compliance 52

Compliance Retail Clients Management 52

Brown Advisory

JUNE 14, 2017

Investors who never contemplated the concept of “municipal bankruptcy” previously would later be forced to add the term into their vernacular, spurred by bankruptcies of Jefferson County, Alabama in 2011; Stockton and San Bernardino, California in 2012; and Detroit in 2013.

Compliance 52

Compliance Retail Clients Management 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. MIAN: In 2011 you had the debt ceiling crisis, the credit rating got downgraded, the dollar was at a 50 year low. MIAN: A stagflationary future would destroy your fixed income and equity portfolios, right?

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

OCTOBER 26, 2021

Investors may instinctively flock to small-caps for growth, innovation and portfolio beta. Our due diligence process is built on Brown Advisory’s small-cap heritage, a solid foundation developed over the 15 years of experience in the space, and implemented by a large team of analysts and portfolio managers. Since SAPIEN’s U.S.

Manufacturing 52

Manufacturing Investing Investments Communication 52

Brown Advisory

NOVEMBER 28, 2017

This is obviously relevant when we consider our clients’ overall exposure to risk assets, and it is also important for our equity research analysts and portfolio managers as they think about the prospects of the individual stocks in their portfolios. This data makes sense intuitively.

Economy 52

Economy Clients Economics Management 52

Brown Advisory

NOVEMBER 28, 2017

This is obviously relevant when we consider our clients’ overall exposure to risk assets, and it is also important for our equity research analysts and portfolio managers as they think about the prospects of the individual stocks in their portfolios. Downturns that overlapped recessions are highlighted in yellow. ?.

Economy 52

Economy Clients Economics Management 52

The Irrelevant Investor

JANUARY 19, 2019

Walter Cabot, the new portfolio manager, wrote: Times change. Portfolio managers would no longer rapidly trade these growth stocks, instead they would invest in blue chips like IBM and Disney, and no price was too rich. Bogle, “The Professor, the Student, and the Index Fund,” johncbogle.com, September 4, 2011.

Assets 52

Assets Management Investing Investments 52

Good Financial Cents

FEBRUARY 17, 2023

You’ll create investment portfolios, referred to as “pies,” and fill them with up to 100 individual stocks and exchange-traded funds (ETFs). M1 Finance offers complete portfolio management, including periodic rebalancing. Your money will be held in a portfolio created just for you and managed automatically.

Accounting 69

Accounting eCommerce Investments Investing 69

Brown Advisory

DECEMBER 2, 2015

Investor concerns about slowing growth have sprung up here and there since 2011 but had yet to set back equities until this year. from 2016 until 2020, a step down from the annual target of about 7% from 2011 until the end of this year. Six of these moves have benefited client portfolios. From April 7, 2011, until Sept.

Economy 52

Economy Taxes Clients Assets 52

The Big Picture

OCTOBER 8, 2024

And by looking at that information and contrasting that with, you know, an independently formulated view that you may have, if there’s an opportunity that arises between the two to play some sort of kind of arbitrage and probabilities in your, in your portfolio construction, that’s the goal of the style of investing we do.

Healthcare 147

Healthcare Medicine Portfolio Investing 147

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

Investing 130

Investing Investments Valuation Portfolio 130