Validea

MARCH 20, 2025

Validea’s Graham-Based Investment Model Validea has created a quantitative model based on Graham’s principles, incorporating specific criteria across four key areas: Operational Fundamentals Size Requirement : Annual revenue must exceed $340 million, ensuring sufficient business scale and stability Earnings Consistency : Companies must (..)

Valuation 52

Valuation Debt Management Assets Investing 52

Validea

JANUARY 18, 2025

LPL Financial Holdings (LPLA) This investment advisory firm earns perfect scores by combining strong growth with reasonable valuations. and the company carries minimal debt. Management has generated a 22.7% Its equity-to-assets ratio of 10.3% historical earnings growth paired with an 8.6 ROE averages 15.2%

Financial Services 52

Financial Services Valuation Banking Debt Management 52

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating Sustainable Investment Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed sustainable investing for more than a decade. As is the case with all asset classes, we are always learning and looking for new ways to enhance the frameworks we have already built.

Government 52

Government Investing Investments Economics 52

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade.

Government 52

Government Investing Investments Economics 52

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade.

Government 52

Government Investing Investments Economics 52

The Big Picture

JANUARY 27, 2025

They run over $431 billion in global assets. Most of what they do are, are real assets, credit debt, middle market banking. Mike Freno : It’s become, it’s become an asset for us to be located there for, for sure. Managing money and managing people is dramatically different.

Assets 147

Assets Insurance Investing Investments 147