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. These are two of my favorite quotes From The Intelligent Asset Allocator : Asset allocation is the only factor affecting your investments that you can actually influence.

Investing 52

Investing Investments Asset Allocation Assets 52

Brown Advisory

NOVEMBER 14, 2017

Well, maybe not all eyes, but certainly a large number of investors are paying unusually close attention to the Fed as it begins to unwind its bond investments and thus reduce the size of its balance sheet. 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

Well, maybe not all eyes, but certainly a large number of investors are paying unusually close attention to the Fed as it begins to unwind its bond investments and thus reduce the size of its balance sheet. By 2014, when QE officially ended, assets on the Fed’s balance sheet totaled $4.3

Investing 52

Investing Investments Assets Numbers 52

Dear Mr. Market

MARCH 17, 2024

In other words, these investments (or “teams”) are ranked and seeded on a number of factors but one of the main drivers is how hot they recently performed within the past few months or recent year. We’ve been pounding the table for holding Gold for several years now starting with our first nibble at it in 2014.

Investing 83

Investing Investments Portfolio Assets 83

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

JUNE 21, 2017

A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. In short, every situation is different.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. In short, every situation is different. 1 [link] AssetFlows/AssetFlowsJan2017.pdf

Investing 52

Investing Investments Portfolio Management 52

Truemind Capital

OCTOBER 17, 2023

We maintain our underweight position to equity (check the 4th page for asset allocation) on the back of pricey markets. The inflation numbers released on 12th October for September 2023 in the US & India are 3.7% (more than consensus estimate) and 5% (less than consensus estimate) respectively.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Brown Advisory

SEPTEMBER 22, 2017

Finally, a growing number of meta-analyses conclude that incorporating ESG issues into investment decision making generates better returns than comparable non-ESG strategies (Clark, et al., Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." Hammond, and W. Springsteel.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Finally, a growing number of meta-analyses conclude that incorporating ESG issues into investment decision making generates better returns than comparable non-ESG strategies (Clark, et al., Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." References. Hammond, and W. Springsteel.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

APRIL 1, 2015

Interestingly, in an unusually large number of instances, the stock prices of the target company and the acquirer have both risen following a deal announcement, while typically only the target’s stock price benefits. The five years ended December 31, 2014 ranked in the top 35 of 139 observations—first quartile, but just barely.

Investing 52

Investing Investments Valuation Assets 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 ” That may have been a perfectly appropriate asset allocation for Professor Markowitz, of course, but his thinking was far more fear-based than analytically driven.

Assets 103

Assets Valuation Management Marketing 103

The Big Picture

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And fortunately for us, there were a number of large scale alternative asset managers, like Carlyle, that were looking to grow in private credit.

Banking 144

Banking Management Investing Investments 144

The Better Letter

APRIL 20, 2023

Asset allocation is more important than the selection of a portfolio’s component parts. All other things being equal, ETFs are better than mutual funds. Simple generally beats complex. Complex instruments, reaching for yield, and illiquidity are usually more dangerous than they appear. the shock persisted in the long term.

Investing 84

Investing Investments Distribution Risk Tolerance 84

The Big Picture

JUNE 3, 2024

And that was his boss, Jeffrey Gundlock, founder of Double Line Capital, back in July, 2014. The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital. And so I worked a lot on the asset allocation side. And effectively I did.

Math 144

Math Marketing Marketing Engineering 144

The Big Picture

OCTOBER 6, 2024

Highly dependent on precise phrasing of questions That’s just about basic market, economic, and asset allocation questions. Unless you are expecting a call from someone whose number you don’t have – delivery, contractor, doctor, etc. A surprising number of Americans assume they’re registered—and many are not.

Media 362

Media Asset Allocation Economics Numbers 362

The Big Picture

JANUARY 31, 2023

And in my career, I feel like the Canadian, they produce a large number of economists. I mean, when we had that first employment number that sort of knocked the lights on, everyone was kind of surprised because we were all keying off the initial claims data, right? It’s a giant number. DUTTA: — and he still is.

Economics 144

Economics Economy Marketing Marketing 144