Brown Advisory

SEPTEMBER 1, 2015

By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst. Rude Awakening. Dream or Opportunity?

Food 52

Food Portfolio Management Sales Strategic Planning 52

The Big Picture

JULY 11, 2023

It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. And then the other piece of that, And this was definitely fueled by low interest rates, but private equity, the fact is, companies can stay private longer. RITHOLTZ: Right.

Management 222

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The Big Picture

JANUARY 21, 2025

People definitely seem to be happier to give away money now. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management. And you, you don’t need to fine tune your portfolio every month, just, you know, set up a sensible asset allocation, buy some index funds, save regularly, and good things will happen.

Investing 147

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The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. DAVIS: We definitely saw a number of clients who started embracing money markets.

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

SEPTEMBER 22, 2017

Many studies have asked whether ESG metrics are statistically significant as a factor in market or portfolio returns. Defining the question in this way is appealing: it demands a definitive yes-or-no answer. There are many challenges to finding definitive causality between ESG data and financial performance. Hammond, and W.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Many studies have asked whether ESG metrics are statistically significant as a factor in market or portfolio returns. Defining the question in this way is appealing: it demands a definitive yes-or-no answer. There are many challenges to finding definitive causality between ESG data and financial performance. References.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

JUNE 3, 2015

By Taylor Graff, CFA, Asset Allocation Analyst. Fixed Income: Bonds help portfolios despite Fed policy shifts Expanding Horizons. By Mick Dillon, Portfolio Manager, Global Leaders Strategy. Portfolio Strategy: Culling 4,000 stocks worldwide to find global leaders. SOURCE: Bloomberg. .

Valuation 52

Valuation Economy Banking Economics 52

The Big Picture

MARCH 7, 2023

But in my case, it was very helpful because I had the opportunity to spend over 10 years doing intensive research in the intersection of macro and finance and asset pricing. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. VASSALOU: Yes.

Assets 173

Assets Management Marketing Marketing 173

Brown Advisory

SEPTEMBER 3, 2015

By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst. Terms and definitions: Price-Earnings Ratio (P/E Ratio) and Price-to-Book Value Ratio are ratios of the price per share of a company’s stock compared to its per-share earnings and book value, respectively.

Economy 40

Economy Economics Asset Allocation Banking 40

The Big Picture

NOVEMBER 14, 2023

Managing them. You, you definitely have to adapt your style a bit. So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. 00:22:24 [Speaker Changed] Being client portfolio managers. So these are very, very smart people.

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Brown Advisory

JUNE 14, 2018

While the direct ties to our work as investors may not be immediately obvious, they are definitely there: We strongly believe that the companies that thrive over the long term will be the ones that can openly address these challenges and in so doing find opportunities for growth. Jane Korhonen, a portfolio manager in our Washington, D.C.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

JUNE 14, 2018

While the direct ties to our work as investors may not be immediately obvious, they are definitely there: We strongly believe that the companies that thrive over the long term will be the ones that can openly address these challenges and in so doing find opportunities for growth. Jane Korhonen, a portfolio manager in our Washington, D.C.

Investing 52

Investing Investments Clients Numbers 52

The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

Marketing 147

Marketing Marketing Investing Investments 147

The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. If you worked hard and you did well, you were definitely rewarded at a place like Merrill. RITHOLTZ: There was some definite expectations — BERNSTEIN: Yeah.

Economy 162

Economy Investing Investments Portfolio 162

The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. The parent company handles all the asset liability management side of things.

Assets 147

Assets Insurance Investing Investments 147

The Big Picture

NOVEMBER 25, 2024

Yeah, 00:10:11 [Speaker Changed] That’ll, that’ll definitely wake, 00:10:12 [Speaker Changed] Wake you the ice you up coffee. 00:13:10 [Speaker Changed] Well, now, now definitely not keen on it. First, give us a quick definition of isolating beta and alpha. That’ll wake you up. Go right to the subpoena.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

MAY 21, 2024

So, so you’re, you’re definitely channeling a little Farrell. So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

JUNE 3, 2024

I don’t have to read, you know, hundreds of pages of a novel, but very quickly I learned that you, you definitely have to read day in, day out. So, so definitely, you know, again, that’s just being young and naive as well. He was not a kid at the time too, but he definitely had gravitas around the firm. Yeah, yeah.

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