Brown Advisory

SEPTEMBER 3, 2015

While the budget outlook for U.S. Among our holdings in sectors backed by clear flows of revenues, we maintain an overweight in health care and transportation and remain focused on credit stability, valuations and opportunities for price gains. The investors’ losses spotlight a pitfall in the $3.6 Europe's Slow Climb.

Transportation 52

Transportation Government Economy Asset Allocation 52

WiserAdvisor

AUGUST 18, 2022

This entire process is known as investment analysis where you use multiple valuations to understand and analyze the market along with those of different firms, industries, and sectors. Further, the advisor can offer assistance in matters related to creating a budget, reducing your taxes, boosting your savings rate, and more.

Investments 52

Investments Investing Financial Advisor Portfolio 52

Brown Advisory

MARCH 28, 2019

DEFINING RISK When it comes to managing institutional portfolios, most CIOs, committees and advisors adopt one of two philosophical approaches. The first approach is to determine an acceptable level of risk—often termed a “risk budget”—and then seek to maximize potential return within that risk constraint.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

When it comes to managing institutional portfolios, most CIOs, committees and advisors adopt one of two philosophical approaches. The first approach is to determine an acceptable level of risk—often termed a “risk budget”—and then seek to maximize potential return within that risk constraint. FROM THEORY TO PRACTICE.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

AUGUST 14, 2023

We have twice seen British Sterling spike up as a factor risk on one-off non-repeatable issues: Brexit in 2016 and the mini-budget fiasco in 2022. To be clear, we would love to have more investments in any diversifying business or sector but every investment must first pass all our tests, particularly valuation.

Investments 52

Investments Investing Portfolio Accounting 52

Brown Advisory

OCTOBER 11, 2021

With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. It is not representative of an actual portfolio. When investing in alternatives, we seek long-term partnerships with portfolio managers and teams that possess specific talent and skill.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. It is not representative of an actual portfolio. When investing in alternatives, we seek long-term partnerships with portfolio managers and teams that possess specific talent and skill.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. KOENIGSBERGER: Yeah. RITHOLTZ: Wow.

Banking 163

Banking Assets Government Marketing 163

The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. Everything was the same except, Chicago had in its budget to give me money for airfare to go visit. Program didn’t feel right.

Valuation 174

Valuation Investing Investments Numbers 174

The Big Picture

JUNE 3, 2024

At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst. And you know, it’s the same thing when valuation gets outta control too. Valuations are tight, they’re tight for a reason. Yeah, yeah.

Math 148

Math Marketing Marketing Engineering 148