The Big Picture

MARCH 25, 2023

This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y.

Portfolio Management 182

Portfolio Management Management Assets Portfolio 182

The Big Picture

JULY 18, 2023

Wall Street analysts think companies in the S&P 500 will see earnings per share rise just 1% in 2023, compared with 2022. National Endowment for the Humantiies ) Be sure to check out our Masters in Business this week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital. The S&P 500, on the other hand, is up 17%.

Portfolio Management 237

Portfolio Management Economy Assets Management 237

Brown Advisory

FEBRUARY 23, 2022

Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach. Wed, 02/23/2022 - 10:38. Listen to our Flexible Equity Strategy's Portfolio Manager, Maneesh Bajaj, discuss his investment approach: Your browser does not support the audio element.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

A Wealth of Common Sense

FEBRUARY 26, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

Asset Allocation 98

Asset Allocation Portfolio Management Investing Investments 98

The Big Picture

JULY 8, 2023

She also led the historic acquisition of Legg Mason in 2020, and Putnam in 2023, with the organization now managing more than $1.5 Among many other accolades, she has been named to Barron’s list of the 100 most influential women in US finance for three consecutive years, most recently in 2022. trillion globally.

Portfolio Management 173

Portfolio Management Management Distribution Portfolio 173

Mish Talk

DECEMBER 9, 2022

Please consider the BLS Producer Price Index report for November 2022. The indexes for machinery and vehicle wholesaling, loan services (partial), fuels and lubricants retailing, portfolio management, and long-distance motor carrying also moved higher. Producer Price Index from BLS, chart by Mish. That didn't last long.

Food 187

Food Transportation Retail Advertising 187

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

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

JULY 17, 2023

2022 Impact Report: Global Leaders Strategy bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. Given the priority we place on quality in the portfolio, there are very few items in either category but we believe that it is nonetheless useful to see.

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

Brown Advisory

AUGUST 3, 2023

Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Thu, 08/03/2023 - 09:16 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

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

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders.

Numbers 288

Numbers Insurance Economy Marketing 288

Brown Advisory

NOVEMBER 10, 2023

Sustainable Small-Cap Core Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Fri, 11/10/2023 - 13:26 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing across a wide range of its equity and fixed income strategies.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Nerd's Eye View

OCTOBER 15, 2024

And be certain to listen to the end, where Mark shares how he and his firm navigated the transition from the insurance to the RIA channel amidst the market downturn of 2022 (and how they were able to make the most of the situation by adding exposure to higher-yielding bonds in the elevated interest rate environment), why Mark sees an opportunity for (..)

Retirement 130

Retirement Portfolio Management Investing 130

Brown Advisory

APRIL 12, 2023

2022 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

The Irrelevant Investor

FEBRUARY 25, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

Asset Allocation 72

Asset Allocation Investing Investments Portfolio Management 72

Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. Thanks for taking the time to read this report. and Brown Advisory Trust Company of Delaware, LLC.

Investing 52

Investing Investments Portfolio Management Portfolio 52

The Big Picture

DECEMBER 30, 2023

She also led the historic acquisition of Legg Mason in 2020, and Putnam in 2023, with the organization now managing more than $1.5 Among many other accolades, she has been named to Barron’s list of the 100 most influential women in US finance for three consecutive years, most recently in 2022. trillion globally.

Portfolio Management 130

Portfolio Management Management Distribution Portfolio 130

Brown Advisory

APRIL 12, 2023

Large-Cap Sustainable Growth Strategy: Reporting on the impact of our investment decisions 2022 ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Investing 52

Investing Investments Portfolio Management Portfolio 52

The Big Picture

JULY 19, 2023

He said the company had not seen the increase in sales that had been expected in June, but added that July was a “bit more promising” Mr Musk sacked about half of Twitter’s 7,500 staff when he took over in 2022 in an effort to cut costs. Rival app Threads now has 150 million users, according to some estimates. (

Advertising 130

Advertising Portfolio Management Sales Retail 130

Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. The first is 2022 investment performance. Slide 4: 2022: U.S. Thanks for joining me.

Marketing 52

Marketing Marketing Investing Investments 52

Random Roger's Retirement Planning

JUNE 21, 2024

In 2022, at its low it was down quite a bit more than MCW. It also, unfortunately, goes down almost the same as MCW during tumultuous events like the Pandemic Crash in 2022. I think part of the process of ongoing portfolio management is to circle back to strategies, funds and correlation studies like we regularly do here.

Portfolio Management 98

Portfolio Management Taxes Accounting Portfolio 98

Brown Advisory

OCTOBER 11, 2022

2021 Impact Report: Sustainable Small-Cap Core Strategy mhannan Tue, 10/11/2022 - 17:44 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing, across a wide range of its equity and fixed income strategies. More recently (i.e.,

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

OCTOBER 11, 2022

Tue, 10/11/2022 - 17:44. A Letter of Introduction From The Portfolio Managers. We have launched several new sustainable strategies in the past few years—one being this small-cap strategy, which reached its five-year anniversary on June 30, 2022. Portfolio Manager. Portfolio Manager; CIO and Head of U.S.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Meb Faber Research

SEPTEMBER 22, 2022

Guest: Steve Romick joined FPA in 1996 and serves as a Portfolio Manager for the FPA Crescent Fund. Date Recorded: 9/12/2022 | Run-Time: 45:47 Summary: In today’s episode, Steve shares his view of the world and where he sees value today. Episode #444: Steve Romick, FPA Funds – Live at Future Proof!

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Sustainable Core Fixed Income Strategy ajackson Tue, 05/31/2022 - 13:10 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We hope you find this report informative, and we welcome a conversation with you about the work we are doing.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

MAY 31, 2022

Tue, 05/31/2022 - 13:10. . A Letter of Introduction From The Portfolio Managers. Portfolio Manager. Portfolio Manager. . Portfolio Manager. . . . . . . 2021 Impact Report: Sustainable Core Fixed Income Strategy. At Brown Advisory, we are deeply committed to sustainable investing.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Good Financial Cents

AUGUST 1, 2022

Pros Free to open an account Free tools, including retirement calculators and a 401(k) fee analyzer tool Track your net worth all in one place Paid financial advisor services available Cons High fees for investment management services (starting at 0.89%) Minimum account balance of $100,000 to work with a financial advisor No bill pay feature.

Budgeting 52

Budgeting Accounting Planning Management 52

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 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

FMG

AUGUST 4, 2022

At the end of 2021, I “retired” after 33 years in the investment management industry, the last nearly 22 of them at Eaton Vance in Boston, where I served as a global equity portfolio manager and Director of Equity Strategy Implementation. That has remained true for NLA since we started in the Spring of 2022.

Financial Advisor 98

Financial Advisor Clients Media Retirement 98

Validea

JANUARY 9, 2023

Veteran portfolio manager Bill Miller, founder of Miller Value Partners and manager of the firm’s Miller Opportunity Trust and the Miller Income funds, retired at the end of 2022, reports an article in CityWire. The post Bill Miller Retires From Fund Management appeared first on Validea's Guru Investor Blog.

Retirement 59

Retirement Management Portfolio Management Portfolio 59

Carson Wealth

JANUARY 16, 2024

The four-year election market cycle, which has held largely true to form in 2022 and 2023, also signals a solid year, especially when we have a first-term president (independent of party). Expectations for a recession and a continuation of the dreary returns of 2022 were widespread. Aggregate Bond Index would be perfectly satisfactory.

Investing 96

Investing Investments Marketing Marketing 96

Brown Advisory

MARCH 31, 2023

Learn more about the Strategy Listen to our latest audio update The Portfolio Manager discusses the portfolio’s performance and positioning for the first quarter 2023, as well as his outlook for the strategy. Disclosures Audio archive 2022 - Quarter 4 Your browser does not support the audio element.

Portfolio Management 52

Portfolio Management Clients Portfolio Investing 52

Brown Advisory

FEBRUARY 23, 2022

Founders and Builders: What I Wish I Knew mhannan Wed, 02/23/2022 - 04:08 The Founders + Builders What I Wish I Knew webinar series is designed around the theme of “what I wish I knew” from a founder’s perspective.

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Planning 52

Brown Advisory

FEBRUARY 23, 2022

Wed, 02/23/2022 - 04:08. Speakers: Michael Aldrich, Global Head of Operational Security; Rebecca Sugarman, Chief Human Resources Officer; Craig Standish, Head of Boston Office Moderator: Victor Abiamiri, Portfolio Manager. . Moderator: Brad Dunn, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager. .

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Planning 52

Good Financial Cents

JANUARY 11, 2023

Because of this crucial role, financial managers command top dollar in big banks. Portfolio Manager. Portfolio Managers are responsible for developing investment strategies, tracking markets, evaluating documents and figures, and creating customer investment plans. 2022, Aug 23). Retrieved from [link].

Banking 96

Banking Budgeting Portfolio Management Recruitment 96

Validea

OCTOBER 25, 2022

Determining if a manager produced high returns thanks to their expertise or because of luck is a key piece of information for investors who are selecting which firm to give their money to, and Essentia Analytics purports to have found a way to figure that out, reports an article in Institutional Investor.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52