Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 12:50. In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Determine both your annual level of spending and a five- and 10-year goal for portfolio returns.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investments Investing Management 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investments Investing Management 52

Good Financial Cents

NOVEMBER 16, 2022

The company was founded in 2015 by Gregor Watson, Gary Beasley, and Rich Ford, all having years of real estate experience. This online marketplace is for buyers and sellers of investment properties and portfolios, and Roofstock vets its properties through a strict process. What Are The Pros and Cons of Roofstock? . Is Roofstock For Me?

Investing 88

Investing Investments Portfolio Management 88

Brown Advisory

JUNE 3, 2015

Wed, 06/03/2015 - 09:02. The boom in sustainable strategies has made it far easier than even five years ago to construct a sustainable portfolio across asset classes—from stocks to fixed income to compelling private equity alternatives. Today, however, we can boost that to 80% in a balanced portfolio. Across the Asset Spectrum.

Portfolio 52

Portfolio Clients Portfolio Management Assets 52

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:11. The economies of India and the ASEAN-5 (Indonesia, Malaysia, the Philippines, Thailand and Vietnam) entered the second half of 2015 with robust growth. We mitigate risk by ensuring that the managers buy shares of Chinese companies outside mainland exchanges, where speculation is rife. Rude Awakening.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

SEPTEMBER 12, 2016

managers focused on environmental, social and governance (ESG) factors and the 13.6% We bought shares in WhiteWave in December 2015, in recognition of the healthy-living category of foods moving mainstream. When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

managers focused on environmental, social and governance (ESG) factors and the 13.6% We bought shares in WhiteWave in December 2015, in recognition of the healthy-living category of foods moving mainstream. When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

The Irrelevant Investor

NOVEMBER 30, 2015

Making changes to your portfolio based on this type of study would probably not be in your best interest when taking into consideration taxes, transaction costs, and most importantly, the cost of being wrong. and with just a month left to go, stocks are flat for 2015. In 2005, stocks were up 4.5%

Portfolio Management 52

Portfolio Management Portfolio Investments Investing 52

The Irrelevant Investor

OCTOBER 6, 2016

Of course, while every manager desires Buffett’s results, most do not mimic his investment approach. Concentrated, low-turnover portfolios are not for everybody. that it did from 1965-2015, it should still produce a reasonable return going forward. There are, however, two dozen U.S. Their collective results stink.

Investing 52

Investing Investments Portfolio Management Education 52

The Big Picture

OCTOBER 31, 2023

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. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? Prior to getting to Wellington.

Management 162

Management Investing Investments Portfolio 162

Brown Advisory

JUNE 3, 2015

Wed, 06/03/2015 - 09:00. When you cut through the confusion, though, you find that sustainable investing strategies have matured and improved, and now form the core of an increasing number of investors’ portfolios. By Erika Pagel, Portfolio Manager, and James Stierhoff, Associate Analyst. An Expanding Toolkit.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

SEPTEMBER 1, 2015

Tue, 09/01/2015 - 11:30. Each shared auto used by such services could displace nine traditional vehicles, according to a Barclays Capital report dated July 9, 2015. We currently own several companies across our portfolios that align with this paradigm, including Costco , TripAdvisor and Priceline. Shadow Consumption.

Food 52

Food Portfolio Management Sales Strategic Planning 52

Brown Advisory

JUNE 3, 2015

Wed, 06/03/2015 - 09:05. CEOs of public companies face pressure from a wide variety of stakeholders to improve their environmental profiles: megaphone-wielding shareholders, procurement managers seeking to “green” their supply chain, as well as concerned customers and employees. Sustainability—Beyond the Usual Suspects.

Medical 52

Medical Portfolio Clients Banking 52

Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 12:58. Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. By Mark Kodenski, Private Client Portfolio Manager. Diamonds In The Rough. By Taylor Graff, CFA, Asset Allocation Analyst. Anchoring Expectations.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Trade Brains

OCTOBER 22, 2023

It offers a wide range of services including stock broking, commodity derivatives broking, equity derivatives broking, currency derivatives broking, research analysis, portfolio management, and mutual fund distribution. Stock P/E 33.99 RoE 52.05 % RoCE 56.67 % Promoter Holding 67.09 Current ratio 2.04 Debt to Equity 0.18

Engineering 97

Engineering Retail Manufacturing Investing 97

Brown Advisory

JANUARY 17, 2024

One of our colleagues, Ken Stuzin, likens portfolio construction to Darwinian Investing – it is about survival of the fittest. In a concentrated portfolio, it is the losers that kill you. What sort of hit rate should we then expect within their portfolio? 5 As Table 2 below highlights, this team appears to be seriously good!

Investing 52

Investing Investments Portfolio Compliance 52

Brown Advisory

NOVEMBER 15, 2023

As active managers in a highly competitive market, we believe we have two sources of alpha in our approach to investing: our long-term investment horizon and our disciplined focus on capital allocation. The goal of capital allocation is to improve the risk-adjusted returns of our portfolio.

Investing 52

Investing Investments Clients Portfolio 52

Brown Advisory

MAY 12, 2020

Reflections for Five Years of Global Leaders ajackson Tue, 05/12/2020 - 09:38 The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. 6th Edition, 2015. ROIC is calculated as percentage without goodwill. We call this the win-win.”

Portfolio 52

Portfolio Clients Investments Investing 52

Brown Advisory

MAY 12, 2020

The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. Chart reproduced with permission from McKinsey & Company as featured in the book, “Valuation: Measuring and Managing the Value of Companies, University Edition.”

Portfolio 52

Portfolio Clients Investments Investing 52

Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 10:29. An essential step in estate planning is making sure beneficiaries know all the responsibilities and challenges that accompany the management of increasing wealth. Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:10. The island’s economy has shrunk for nearly a decade and will probably contract by more than 1% during fiscal year 2015, according to a June report commissioned by Puerto Rico and co-written by Anne Krueger, a former first deputy managing director of the International Monetary Fund. Rude Awakening.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:11. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Before Tying the Knot. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses.

Estate Planning 52

Estate Planning Assets Distribution Taxes 52

Brown Advisory

SEPTEMBER 12, 2016

Our Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources.

Investing 52

Investing Investments Communication Government 52

Brown Advisory

MARCH 28, 2017

Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

SEPTEMBER 12, 2016

Our Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources.

Investing 52

Investing Investments Communication Government 52

Brown Advisory

MARCH 28, 2017

Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

AUGUST 14, 2023

Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. In this example, the stock picking hardly matters anymore – the portfolio is predominantly a sector bet and hence has a large factor risk. Numbers may not total due to rounding.

Investing 52

Investing Investments Portfolio Accounting 52

Brown Advisory

APRIL 1, 2015

Wed, 04/01/2015 - 16:48. In the private company world, total venture capital financings reached $59 billion last year, up from about $23 billion in 2004, according to PitchBook’s 2015 venture industry annual report. Investment Perspectives | Bubbles II. Unsurprisingly, as volume has increased, so have valuations.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

APRIL 1, 2016

After several years of relative calm, investors have had renewed reason to worry about protecting their portfolios. Instead, we caution against suddenly reacting to volatility and reiterate the imperative to focus on fundamentals and stay true to a portfolio structure that ensures adequate liquidity. Fri, 04/01/2016 - 15:39.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:10. During the second quarter of 2015, Spain’s gross domestic product expanded 1% on a quarterly basis. Priceline in the second quarter of 2015 reported a 26% surge in gross bookings over the previous 12 months. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Europe's Slow Climb.

Economy 40

Economy Economics Asset Allocation Banking 40

Trade Brains

DECEMBER 11, 2023

In 2015, Manappuram launched its product offering Online Gold Loans. It also provides advisory services such as Portfolio Management and Transmission Infrastructure Services. The NBFC has always leveraged Technology to create a proprietary platform developed by Manappuram. PTC saw a drop in revenue of 5.2%, from Rs.

Banking 64

Banking Government Investing Investments 64

The Big Picture

MAY 23, 2023

So, we’ll take elements or particular strategies from each part of our discretionary strategy and match it with con strategy and return it to clients because we understand and we work with them on their portfolio, the exposure, what they need to achieve, their risk management to create something that is a spoke for them. I said great.

Clients 162

Clients Management Engineering Investing 162

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. MIAN: In 2015, Carl Icahn sold all his Netflix stake because it was too expensive. He sold half his Apple stock in 2015. In 2015, Bill Gurley at Benchmark was saying Silicon Valley is in a bubble.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

OCTOBER 1, 2015

Thu, 10/01/2015 - 09:32. Market dislocations can sometimes cause allocations to shift away from one’s strategic plan, so we are reviewing portfolios to be sure they remain in line. Hedge funds, with both long and short exposure, can also help reduce portfolio risk and volatility. Investment Perspectives | China's Shock.

Investing 52

Investing Investments Economy Government 52

The Irrelevant Investor

JANUARY 19, 2019

The only mutually owned mutual fund structure in the world, Vanguard had the largest sales ever by a fund company in 2014, in 2015, and again in 2016.2 Walter Cabot, the new portfolio manager, wrote: Times change. Since the end of 2006, active investors have pulled $1.2 trillion from active mutual funds and plowed $1.4

Assets 52

Assets Management Investing Investments 52