2012 Compliance Portfolio 
Investment Writing
NOVEMBER 20, 2024
For example, “A number of good things happened last year, but let’s first get the bad news out of the way,” he says on page 3 of his 2012 shareholder letter (PDF). He admits that the firm’s 2012 gains were “subpar.” Next, consider ways to satisfy the compliance department’s concerns.
The Big Picture
AUGUST 20, 2024
Initially I joined to help them manage their equity portfolio. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right? So like down to the point the portfolio insurance was consuming somewhere around 30 to 40% of the, the volume on the s and p 500 on a normal basis.
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Carson Wealth
APRIL 1, 2024
Looking more closely at the data above, we noticed only 1976 and 2012 were election years and the market returned 4.6% A diversified portfolio does not assure a profit or protect against loss in a declining market. and 1.3%, respectively. Returns weren’t really about the elections, but it’s worth keeping in mind.
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. Investors cannot aff ord complacency. The results were discouraging.
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. Investors cannot aff ord complacency. The results were discouraging.
Carson Wealth
APRIL 8, 2024
This is only the eighth time that has ever happened and the first time since the first quarter of 2012 (also an election year). A diversified portfolio does not assure a profit or protect against loss in a declining market. If a 10% first quarter is rare, back-to-back double-digit quarters are even more so. on average.
Brown Advisory
SEPTEMBER 3, 2015
By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Rude Awakening.
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