Truemind Capital

MARCH 20, 2020

In my multiple conversations with investors during the bull-run since 2014, there was no one who said that I will not take advantage of investing in equity when the market will crash. 🔊 Play Audio. In good times i.e. when the market valuations are usually very high, everyone agrees to the logic of buying low and selling high.

Asset Allocation 52

Asset Allocation Valuation Investing Investments 52

The Big Picture

JANUARY 21, 2025

But today, you know, a lot of brokers, you know, whether they’re with the big full service brokerage firms now have advisory accounts that they flog to clients where they can buy ETFs. And after I got my last urine bonus in early 2014, I walked in and handed, handed my notice. We can’t get him to spend money.

Investing 147

Investing Investments Management Retirement 147

Brown Advisory

JULY 1, 2016

Investment Perspectives | Real Returns achen Fri, 07/01/2016 - 06:00 One of the most penetrating and recurring questions we receive from clients is, “what is a reasonable long-term expectation for U.S. Private clients typically find themselves in a similar position, although they may not describe it in the same terms.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

One of the most penetrating and recurring questions we receive from clients is, “what is a reasonable long-term expectation for U.S. Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike.

Investing 52

Investing Investments Portfolio Assets 52

Investing Caffeine

MAY 2, 2022

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article. Subscribe on the right side of the page for the complete text.

Electronics 59

Electronics Economy CFP Investing 59

The Irrelevant Investor

JULY 19, 2016

I first met Wes Gray, CEO/CIO of Alpha Architect in late 2014 and remember thinking, holy s**t, this guy rules. Wes has a great take on superior returns; "Sustainable alpha requires sustainable clients." Ferri was an early champion of indexing and asset allocation for financial advisors.

Investing 52

Investing Investments Asset Allocation Assets 52

Brown Advisory

SEPTEMBER 3, 2015

Public-sector debt has expanded every year since 2000, hitting 100% of gross national product at the end of fiscal year 2014. By Taylor Graff, CFA, Asset Allocation Analyst. This piece is intended solely for our clients and prospective clients and is for informational purposes only. million from about 3.8

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 3, 2015

in 2014, according to the International Monetary Fund (IMF). The ratio for the 19 countries in the eurozone rose to 93% at the end of the first quarter from 92% at the end of 2014, according to the European Union. By Taylor Graff, CFA, Asset Allocation Analyst. Eurozone growth will probably speed up to 1.5%

Economy 40

Economy Economics Asset Allocation Banking 40

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. 10/15/2014 10-Yr U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. 10/15/2014. Treasuries.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. In short, indexing should be seen as part of the toolkit available for addressing a range of client objectives. In short, every situation is different.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. In short, indexing should be seen as part of the toolkit available for addressing a range of client objectives. The Role of Passive. Specific Objectives.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

APRIL 1, 2015

The five years ended December 31, 2014 ranked in the top 35 of 139 observations—first quartile, but just barely. This piece is intended solely for our clients and prospective clients and is for informational purposes only. The firm looked at 139 rolling five-year periods dating back to 1871 (1871-76, 1872-77, etc.),

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

SEPTEMBER 22, 2017

It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." Hammond, and W. Can Alpha Be Captured By Risk Premia?"

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." References. Hammond, and W. Springsteel. Podkaminer, E.

Portfolio 52

Portfolio Investing Investments Management 52

The Better Letter

JANUARY 26, 2024

2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” percent in 2014; HSGFX declined 8.50 Hussman’s current assets under management have declined by about 95 percent from $6.7 .” HSGFX’s returns were very low that year (-6.62

Assets 105

Assets Valuation Management Marketing 105

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. By 2014, when QE officially ended, assets on the Fed’s balance sheet totaled $4.3

Investing 52

Investing Investments Assets Numbers 52

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. By 2014, when QE officially ended, assets on the Fed’s balance sheet totaled $4.3

Investing 52

Investing Investments Assets Numbers 52

The Big Picture

APRIL 4, 2023

And back then, you know, again, it was a very interesting place to be because they had lots of capital and they had lots of clients. And so, you know, I went to David and Bill in 2014, and we had kind of served out our three-year term there. They pretty much are the Mack Daddy in the space today, aren’t they?

Banking 147

Banking Management Investing Investments 147

The Big Picture

JUNE 3, 2024

And that was his boss, Jeffrey Gundlock, founder of Double Line Capital, back in July, 2014. He really is one of the most knowledgeable people in this space, and not just knowledgeable in the abstract, but helping to oversee just about a hundred billion dollars in client assets. So he just flew in late yesterday.

Math 147

Math Marketing Marketing Engineering 147

The Big Picture

JANUARY 31, 2023

What we try to do, of course, is to make sure we’re sending it out a little bit later than our clients get it, because then, you know, why pay for research in the first place if you can get it for free on Twitter. It doesn’t matter who the institutional client is, you would give him like an eight-second tee-up.

Economics 147

Economics Economy Marketing Marketing 147