Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022 ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

Investing 130

Investing Investments Clients Numbers 130

Investment Writing

JULY 6, 2023

” Why I manage money the way I do Why I became a financial planner or an investment manager Why I changed my mind about a topic important to how I help clients Why investors should pay less attention to financial news WHO Who can you trust with your money? —ask WHERE Where in the world should you invest?

Financial Planner 137

Financial Planner Financial Advisor Financial Planning Retirement 137

Validea

APRIL 5, 2023

By Jack Forehand, CFA, CFP® ( @practicalquant ) — Most of us who build factor-based portfolios rely on academic research as the underpinning of our strategies. If we want to adopt an investment strategy that works over the long-term, then academic research offers a great testing ground to help us figure that out.

Investing 69

Investing Investments CFP Portfolio 69

The Big Picture

FEBRUARY 14, 2023

Consider this definition: “ Investing is the art of using imperfect information to make probabilistic assessments about an inherently unknowable future.” Similarly, excess fees and overtrading are more likely to hurt our portfolios than crashes. Good investing demands humility. You do not have to have an opinion on everything.

Investing 293

Investing Investments Management Insurance 293

The Big Picture

JANUARY 13, 2024

She develops and leads the company’s global strategy, and is responsible for overseeing business and investment operations globally. Previously, she was Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. She was named one of Barron’s 100 Most Influential Women in U.S.

Portfolio Management 157

Portfolio Management Economy Economics Portfolio 157

Brown Advisory

MARCH 9, 2018

We discuss our strategies for investing in this dynamic and evolving arena. Our holy grail is the investment that offers our clients clear additional benefits without additional risk. Such investments are not easy to find. We think that green bonds are a “no-brainer” for clients focused on sustainable investing.

Portfolio 52

Portfolio Investing Investments Government 52

Brown Advisory

MARCH 9, 2018

Income and Impact: Adding Green Bonds to Investment Portfolios. Record issuance, growing demand for capital to fund green projects and returns in line with other bonds of similar profiles: Green bonds can be a great opportunity for clients interested in sustainable investing—if they are incorporated with clear allocation goals in mind.

Portfolio 52

Portfolio Investing Investments Government 52

Validea

AUGUST 23, 2024

Understanding Warren Buffett’s Investment Strategy: Validea’s Model and Top Picks Warren Buffett is renowned for his exceptional investment track record. The book outlines the extensive fundamental tests used by Buffett to find potential investments. per share in 2014 to $6.13 in 2014 to $11.83

Economics 59

Economics Electronics Management Investing 59

Brown Advisory

APRIL 21, 2023

But we never forget that we manage diversified portfolios, and those portfolios are indeed affected by macro factors; inflation, interest rates, bank liquidity and other issues facing the economy will of course influence the prospects of the companies we hold in our strategies.

Portfolio Management 98

Portfolio Management Portfolio Banking Management 98

Trade Brains

OCTOBER 21, 2024

About the company Trident Lifeline Limited was founded in 2014 and manufactures and markets pharmaceutical products across domestic and international markets. The company produces a diverse portfolio of 832 products, including tablets, capsules, and various pharmaceutical formulations.

Pharmaceutical 52

Pharmaceutical Medical Manufacturing Medicine 52

The Big Picture

JULY 18, 2023

That exodus marks a notable shift for a fund that had consistently drawn investor cash since its 2014 inception. Once the largest actively managed ETF with nearly $30 billion in assets under management, the fund has shrunk to roughly $9 billion, mostly due to investment losses.” I became one.

Portfolio Management 237

Portfolio Management Economy Assets Management 237

Carson Wealth

SEPTEMBER 11, 2023

trillion (37%) This is a big shift from 2014, when foreigners were the largest holders of U.S. The share held by the Federal Reserve has jumped between 2014 and 2022, but the chart below shows that percentage has fallen over the last year as the Fed has ended its bond purchases. debt has fallen from 26% to 15% between 2014 and 2023.

Marketing 85

Marketing Marketing Government Economy 85

Validea

DECEMBER 19, 2022

Following a massive sell-off last month, Primecap reopened their $7 billion Odyssey Aggressive Growth fund to new investors—the first time it’s been available to new buyers since 2014, reports an article in CityWire. In the wake of that success it closed to new investors in early 2014. compared to previous years at 14.1%—and

Portfolio 59

Portfolio Management Assets Investing 59

Random Roger's Retirement Planning

OCTOBER 27, 2024

Portfolio 1 includes an S&P 500 index fund to provide a little, regular equity market growth. After ten years you can see how much is still in each portfolio. Even Portfolio 2 which compounded negatively and with a 10% withdrawal rate might still have four more years of life in it.

Portfolio 52

Portfolio Accounting Retirement Retirement Planning 52

Brown Advisory

OCTOBER 31, 2022

Escalating Uncertainty is Laying Bare the Dangers of Passive Equity Investing mhannan Mon, 10/31/2022 - 12:48 With history's longest bull market now in the rearview, passive investors are left highly exposed to an over-concentrated stock market that is on a collision course with a highly complex backdrop.

Investing 52

Investing Investments Valuation Accounting 52

Trade Brains

JULY 7, 2024

These are the benchmarks used to measure the performance of mutual funds, individual stocks, and investment portfolios. In the past 10 years, the index has had substantial growth, and it has increased by 301.90% from July 2014 until July 2024. The NASDAQ has a market capitalisation of US $25.966 trillion as of May 2024.

Marketing 52

Marketing Marketing Electronics Economy 52

Brown Advisory

MAY 1, 2023

2022 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Portfolio Management 52

Portfolio Management Portfolio Communication Investing 52

Trade Brains

DECEMBER 20, 2023

Top REIT Stocks in India : Real Estate Investment Trust or REIT is an investment trust that owns, operates, and finances real estate with the main aim of generating income. REITs manage a portfolio of real estate assets that are high value and generate steep rent and leases. 50 crores about a minimum asset value of Rs.

Distribution 59

Distribution Portfolio Investing Investments 59

Brown Advisory

JUNE 5, 2023

2022 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy bgregorio Mon, 06/05/2023 - 05:22 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Taxes 52

Taxes Portfolio Management Portfolio Communication 52

Brown Advisory

SEPTEMBER 6, 2022

Global Leaders Investment Letter: August 2022 mhannan Tue, 09/06/2022 - 10:48 Just want the PDF? Capital cycles appear when product shortages and subsequent high prices and rising return on invested capital (RoIC) are met by capital flowing into an industry to satiate the new demand. The key to this is analysis of the supply-side.

Investing 52

Investing Investments Insurance Ethics 52

Trade Brains

SEPTEMBER 19, 2024

MB in 2014 to 17.36 Foreign investment has flourished, with FDI inflows increasing by 150% between 2014 and 2021. The company leverages its extensive spectrum portfolio to ensure reliable connectivity. While promoters stake has decreased, institutional investments, especially from foreign entities, have surged.

eCommerce 52

eCommerce Government Planning Portfolio 52

Trade Brains

SEPTEMBER 26, 2024

It serves the investment community’s diverse needs and provides complementary revenue sources. It was named Indian Exchange of the Year for 2014 by Futures & Options World. The exchange also received the CII EXIM Bank Excellence Prize in 2014 and 2016. This model includes post-trade and non-trading businesses.

Compliance 90

Compliance Banking Management Risk Management 90

Random Roger's Retirement Planning

MAY 12, 2024

Something like NVDY could fit into certain portfolios I suppose but it is hard to argue it is a proxy for NVDA, but it does benefit from NVDA's volatility. A reader left a comment with the following portfolio equally weighted at 25%. It backtests to 2014. I wanted to circle back to the FIG Replication portfolio.

Asset Allocation 98

Asset Allocation Portfolio Assets Management 98

Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Our entire portfolio is built on this philosophy. Our approach in health care is no different.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector. Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Our entire portfolio is built on this philosophy. A DRILLDOWN ON OUR PORTFOLIO. Mon, 10/28/2019 - 14:59.

Investing 52

Investing Investments Medical Portfolio 52

The Big Picture

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. They do a number of things at Diamond Hill that many other investment shops don’t. And so I felt like all of those experiences just really led me to love investing. Brilliant is CEO of Diamond Hill.

Investing 144

Investing Investments Management Valuation 144

Random Roger's Retirement Planning

APRIL 9, 2024

Mutiny Funds put out a paper on the hows and whys of using alts for The Cockroach Portfolio that they manage and that we've looked at a few times. It is fun history to look at but I can't get to the point of applying lessons from the banking crisis of 1878 to investing today. I don't put stock into data sets that include the 1900's.

Management 98

Management Retirement Planning Portfolio Retirement 98

Trade Brains

SEPTEMBER 22, 2023

Before the May 2014 election, the Sensex went up by 16.6% Before the 2014 general elections in India, the stock market was doing pretty well. Not only the elections but also the presentation of the budget, economic policies, the popularity of the leader, economic events and other factors, can send ripples through the stock market.

Marketing 69

Marketing Marketing Government Economics 69

Random Roger's Retirement Planning

DECEMBER 21, 2023

The Global X S&P 500 Covered Call ETF (XYLD) has been around since 2014 and while it has lagged the plain vanilla S&P 500 badly, its annualized total return is still 5.78%. VBAIX' outperformance is most likely due to its being domestic equity only which is why I included ACWI in Portfolio 3. Complexity for complexity's sake.

Portfolio 75

Portfolio Asset Allocation Marketing Marketing 75

Brown Advisory

SEPTEMBER 12, 2016

Case Studies Show Sustainable Investing Yields Varied Benefits achen Mon, 09/12/2016 - 12:31 Nurturing Well-Being Through Sustainable Investing Nancy Klavans is hardly a newcomer to the idea of backing projects that improve the lives of others. In 2001, Nancy* decided to bring the same focus to the foundation’s investment portfolio.

Investing 52

Investing Investments Portfolio Communication 52

Brown Advisory

SEPTEMBER 12, 2016

Case Studies Show Sustainable Investing Yields Varied Benefits. Nurturing Well-Being Through Sustainable Investing. In 2001, Nancy* decided to bring the same focus to the foundation’s investment portfolio. Only a few of the investments were aligned with environmental stewardship and other value-based goals.

Investing 52

Investing Investments Portfolio Communication 52

The Irrelevant Investor

MAY 4, 2022

The 60/40 portfolio has been declared dead a million times over the last decade. This simple portfolio is undefeated as far as investment strategies go. With the 10-year yielding ~3%, we should expect that portion of our portfolios to do better in the coming years. I remember first hearing about v-shaped bottoms in 2014.

Portfolio 52

Portfolio Assets Planning Marketing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. We target position sizes between 0.5

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Q: Can you describe your investment process?

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

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. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections. stock market returns?”

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Investment Perspectives | Real Returns. 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. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections.

Investing 52

Investing Investments Portfolio Assets 52