The Big Picture

OCTOBER 31, 2023

We entered the liquid alts market with hedge funds back in 1994, and we entered the private market in 2014 with my product in late stage growth. And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996.

Management 162

Management Investing Investments Portfolio 162

The Big Picture

DECEMBER 6, 2022

RITHOLTZ: So you joined Global X in 2014. You have the liquidity, the tax efficiency, the transparency. I joined Global X in 2014, and we have, if I remember correctly, approximately $1.5 But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF.

Clients 162

Clients Investing Investments Management 162

Brown Advisory

SEPTEMBER 3, 2015

Investors had snapped up Puerto Rican debt because of high yields and exemption from federal, state and local taxes in the U.S. Public-sector debt has expanded every year since 2000, hitting 100% of gross national product at the end of fiscal year 2014. Bonds sold by Puerto Rico’s Public Finance Corp. Europe's Slow Climb.

Transportation 52

Transportation Government Economy Asset Allocation 52

Good Financial Cents

OCTOBER 17, 2022

Traditional online brokerages were once intimidating to the rookie investor, so many flocked to Robinhood when the mobile-only brokerage announced new, revolutionary features in late 2014. Robo-portfolios: Start with $100 and choose a portfolio managed by a robo-advisor. There’s no account minimum required to get started.

Commission 90

Commission Accounting Investing Investments 90

The Big Picture

FEBRUARY 12, 2024

I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job. How, how do you manage around that? Because I view myself as an analyst first.

Management 294

Management Investing Investments Economy 294

Brown Advisory

SEPTEMBER 11, 2016

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. small-cap stocks.

Economics 52

Economics Economy Communication Banking 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 Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Eurozone growth will probably speed up to 1.5%

Economy 40

Economy Economics Asset Allocation Banking 40

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. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100) Source: Bloomberg.

Investments 52

Investments Investing Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100). These choices have generally benefited our overall portfolio returns over the past five years. Source: Bloomberg.

Investments 52

Investments Investing Medical Portfolio 52

Brown Advisory

MAY 31, 2017

However, when measuring valuation using EV/EBITDA (enterprise value divided by earnings before interest, taxes, depreciation and amortization), a metric that we consider to be more accurate and helpful, the divergence of Europe from the U.S. Currencies: Our analysis shows that between 1978 and 2014, currency movement explained 50% of the U.S.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

However, when measuring valuation using EV/EBITDA (enterprise value divided by earnings before interest, taxes, depreciation and amortization), a metric that we consider to be more accurate and helpful, the divergence of Europe from the U.S. Currencies: Our analysis shows that between 1978 and 2014, currency movement explained 50% of the U.S.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

JUNE 21, 2017

This assertion is open to debate and in fact has been refuted by various studies, but it gives some investors pause when considering active managers for their portfolios. Over longer periods, we think active management can add alpha, even in more efficient asset classes.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

JUNE 21, 2017

This assertion is open to debate and in fact has been refuted by various studies, but it gives some investors pause when considering active managers for their portfolios. Manager Characteristics. Over longer periods, we think active management can add alpha, even in more efficient asset classes.

Investments 52

Investments Investing Portfolio Management 52

The Big Picture

JANUARY 21, 2025

And after I got my last urine bonus in early 2014, I walked in and handed, handed my notice. So we are talking about things in what I consider personal finance, home ownership, social security, tax management, estate planning and so on. So what do you discuss with your wife and kids about taxes? Right, right.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

OCTOBER 17, 2023

[Barry Ritholtz] : 00:17:05 [Speaker Changed] The, the rule to be tax exempt in the US is you have to disperse 5% of the foundation. You don’t have to pay any tax and just let the rest ride. We do have multi-asset strategy called balanced, which we launched in 2014 15. He is portfolio manager at Orbis Holdings.

Investments 130

Investments Investing Clients Management 130

The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. I must have worked for 30, 40 portfolio managers across four, four or five investment firms.

Engineering 130

Engineering Numbers Investing Investments 130

The Big Picture

JULY 31, 2023

And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record. Burger King Tim Hortons, I remember very clearly because it was in the middle of those waves of kind of tax dodgy, those inversion deals. None of them still stand, right? They’ve been eclipsed by 16, 17, and then again in 21.

Retail 130

Retail Government Economy Economics 130

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. Cut my taxes, I’m gonna help you out. So he just flew in late yesterday.

Math 147

Math Marketing Marketing Engineering 147