The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. Jeremy’s never really been a portfolio manager.

Valuation 130

Valuation Investments Investing Assets 130

Brown Advisory

SEPTEMBER 1, 2015

During the year through July, retail sales increased only 2.4% E-commerce is especially threatening to retailers, where digital sales totaled $300 billion last year with annual growth of about 15%. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst.

Food 52

Food Portfolio Management Sales Strategic Planning 52

Brown Advisory

DECEMBER 2, 2015

Here are some of our recent purchases, yielding between 4% and 6%: Synovus Financial , a commercial and retail bank operating primarily in the Southeastern U.S., By Taylor Graff, CFA, Asset Allocation Analyst. By Mark Kodenski, Private Client Portfolio Manager. Anchoring Expectations.

Clients 52

Clients Asset Allocation Economics Estate Planning 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

Among consumer stocks, Next , a clothing and footwear retailer based in the U.K., By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst. Accounting lesson: ROIC is net income minus dividends divided by total capital.). and, eventually, in Europe. Rude Awakening.

Economy 40

Economy Economics Asset Allocation Banking 40

Brown Advisory

APRIL 1, 2015

Mutual fund flows also suggest that retail investors have not been caught up in the speculative fever characteristic of bubbles. These extremes pose a serious challenge for portfolio managers because they can distort the benchmark indices against which portfolios are compared. stocks has been since the late 1920’s.

Investments 52

Investments Investing Valuation Assets 52

The Big Picture

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. And Greg Davis just does an amazing job.

Portfolio 130

Portfolio Investments Investing Numbers 130