Carson Wealth

AUGUST 21, 2023

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Vehicle production has rebounded to the highest level it has been since 2018, which means it’s even higher than at any point in 2019. As a result, several bearish analysts are changing their tunes.

Marketing 52

Marketing Marketing Economy Retail 52

Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

Valuation 52

Valuation Portfolio Investing Investments 52

Brown Advisory

APRIL 18, 2018

Wed, 04/18/2018 - 11:03. Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

Valuation 52

Valuation Portfolio Investing Investments 52

Brown Advisory

OCTOBER 11, 2021

We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results. An index constituent must also be considered a U.S. equity REITs. © 2021 HFR, Inc. -

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results. An index constituent must also be considered a U.S. equity REITs. © 2021 HFR, Inc. -

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

The Big Picture

FEBRUARY 28, 2023

And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. Between, you know, the 2018 time period and 2021, the public markets experienced multiple expansion on an EV to EBITDA basis of about 11, 12 times, historically.

Clients 147

Clients Investing Investments Assets 147

Brown Advisory

AUGUST 14, 2023

At the margin, the factors can be a tailwind as experienced in 2017 and 2018 or a headwind as seen in 2016 and 2022, but when we look at attribution over the past three years in the chart below it shows over 100% of the strategy’s alpha came from individual investment selection or stock-picking as the factors combined were a net negative drag.

Investing 52

Investing Investments Portfolio Accounting 52