The Big Picture

MARCH 20, 2024

. ~~~ About this week’s guest: Jim O’Shaughnessy, former chairman and founder of O’Shaughnessy Asset Management (now part of Franklin Templeton) and author of the New York Times bestselling book, “What Works on Wall Street” — the first quantitative investing book available to the general public.

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Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. equity universe.

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Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. It includes those Russell Midcap Index companies with higher price-to-book ratios and higher forecasted growth values.

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The Big Picture

AUGUST 16, 2022

And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. Maybe we’ll get down to 4% or 5%, but that’s the number the Fed doesn’t like. TROPIN: Correct.

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The Big Picture

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. Like this thing is trading at half a book value, let’s go figure out why it’s a good thing to buy or not. So we need 15, 20% cash flow type of type of numbers.

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The Big Picture

JANUARY 16, 2024

She has had a number of different positions within PIM, including managing their flagship core real estate fund. Before she moved into management, she has been on all of the big lists. I worked in sort of a quasi portfolio management role for like a single client account type business. I had two stops before then.

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The Big Picture

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. They do a number of things at Diamond Hill that many other investment shops don’t. So, so you’ve held analyst roles and a number of asset managers. 00:16:33 [Speaker Changed] Exactly.

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The Big Picture

OCTOBER 31, 2023

And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? Do do we care about round numbers like a hundred million or 500 million in sales?

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The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. And it talks about how they worked 18 hour days, slept under their desk, endless pitch books every weekend.

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The Big Picture

JULY 19, 2022

BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” RITHOLTZ: Same here.

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The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

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The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. How do you crunch the numbers on that, and where do you come out on small cap and value? Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital.

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Brown Advisory

MARCH 14, 2023

More than 70% of Pros stated that they were booked out the SAME OR MORE compared to 2022." "We Still, even if the numbers aren’t moving, the sentiment is somewhat less favorable today than it was in November. Time/Long-Term We recently met with the management team of Intuitive Surgical (ISRG). Source: FactSet. All Others 2.3%

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The Big Picture

NOVEMBER 14, 2023

She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. 00:22:23 [Speaker Changed] CCPM being?

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Brown Advisory

MARCH 14, 2023

More than 70% of Pros stated that they were booked out the SAME OR MORE compared to 2022." "We Still, even if the numbers aren’t moving, the sentiment is somewhat less favorable today than it was in November. It includes those Russell 1000 Index companies with higher price-to-book ratios and higher forecasted growth values.

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Brown Advisory

DECEMBER 18, 2017

Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. the company’s products had been in wider use in Europe for a number of years, so Doug also made in-person contact with an expert in the U.K. Although new in the U.S., and a connection with a Texas surgeon.

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Brown Advisory

DECEMBER 18, 2017

In his book Snow Crash , Neal Stephenson wrote about the immense value of being able to “condense fact from the vapor of nuance.” Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. ESG analysis. Quantitative risk analysis and reporting. Behavioral analytics. Investigative Research.

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Trade Brains

SEPTEMBER 14, 2024

Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. Lender Concentration: The company depends significantly on a small number of key lenders for their borrowings. lakh crore by Fiscal 2027.

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Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

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The Irrelevant Investor

JULY 19, 2016

This list could easily be four times as long, but to avoid this post becoming a book, I had to draw a line somewhere. Here are two brilliant quotes from The Little Book of Common Sense Investing : Don't look for the needle in the haystack. Adam Smith's " The Money Game is one of my favorite investment books ever written.

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Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. A good number of attendees recoiled in displeasure and an equivalent number perked up eagerly. Jane Korhonen, a portfolio manager in our Washington, D.C.

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Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. A good number of attendees recoiled in displeasure and an equivalent number perked up eagerly. Jane Korhonen, a portfolio manager in our Washington, D.C.

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Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. 6th Edition, 2015. We call this the win-win.”

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Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. 6th Edition, 2015.

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Brown Advisory

SEPTEMBER 3, 2015

Priceline in the second quarter of 2015 reported a 26% surge in gross bookings over the previous 12 months. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. While advertised heavily in the U.S. by former Star Trek luminary William Shatner, Priceline derives about 65% of its revenue from Europe. 1 online travel agency.

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Sara Grillo

APRIL 11, 2022

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. I’ve been involved in that organization for 20 years, I’ve written a lot of books, so I’m very known in that organization, and then now I’m the President of the John C. Was this helpful?

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Brown Advisory

JUNE 1, 2023

The number of ESG-focused funds has mushroomed to meet investor demand. Portfolio Manager Michael Poggi, CFA, has 20 years of investment experience as a value investor and is supported by our large and diverse team of sector specialists and ESG experts. Numbers may not total due to rounding. WHY SUSTAINABLE VALUE?

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The Big Picture

MARCH 25, 2025

Extra special guest, Jim O’Shaughnessy, his book that I came to know him with first was, what Works on Wall Street, which has been just a perennial seller. If you have to take a 10 or 20% haircut, I want all this off the books. What a delight. Tell me the truth. Tell me the truth. I don’t care the price. This is 1976.

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Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. Numbers may not total due to rounding. Numbers may not total due to rounding.

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Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. So, it may be a good time to revisit the bubbles theme. Possible Signs.

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International College of Financial Planning

APRIL 16, 2021

They teach beyond what’s written in books and expose young minds to the rigorous demands of management in the job sector. Corporate Investment Management. Hedge fund management. Portfolio Management. Must know basic financial management principles and accounting principles. Securities analysis.

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Brown Advisory

JANUARY 17, 2024

One of our informal measures of a good book is how many pages are dog-eared (corners are turned over) for the return reading. During 2023, one of our most beaten-up books was ‘What I Learned About Investing from Darwin’.2 Competition for capital is fierce; some companies thrive for a while, but only the best survive.

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Brown Advisory

SEPTEMBER 22, 2017

Of the 20 academic studies referenced, half reported a positive effect of ESG factors on portfolio performance, three reported negative effects, and the rest were neutral. Company case studies and practitioner-oriented books provide an outlook on the business case for corporate environmental strategies (Esty, 2009). Hammond, and W.

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Brown Advisory

SEPTEMBER 22, 2017

Of the 20 academic studies referenced, half reported a positive effect of ESG factors on portfolio performance, three reported negative effects, and the rest were neutral. Company case studies and practitioner-oriented books provide an outlook on the business case for corporate environmental strategies (Esty, 2009). References.

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The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. I know I want to have a guest on with a book. You mentioned in the book Canyon Capital took a chance on you.

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The Big Picture

FEBRUARY 28, 2023

You sit on the board of directors on a number of portfolio companies. You own them, but yet they manage themselves and you guys are involved in that. RITHOLTZ: Tell us about some of your favorite books and what you’re reading right now. There’s also a book called The WEIRDest People in the World.

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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. Thanks for joining me. My name is Ryan Kelley. It’s less so with stocks.

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