The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. You have 13 portfolio managers plus including you and Carl. Since then, it’s grown to about $7 billion.

Healthcare 162

Healthcare Portfolio Management Investing 162

The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. We have most of our clients from Europe.

Investing 147

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Brown Advisory

SEPTEMBER 1, 2015

TreeHouse Foods, the largest manufacturer of foods carrying the brand names of supermarket chains, is a small-cap stock that is flourishing as consumers increasingly prefer small, niche brands over large producers with long-established labels. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening.

Food 52

Food Portfolio Management Sales Strategic Planning 52

The Big Picture

JANUARY 16, 2024

I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period. I did, I worked my way toward that. I had two stops before then. 00:17:46 [Speaker Changed] So.

Assets 264

Assets Investing Investments Management 264

Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors.

Investments 52

Investments Investing Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Investments 52

Investments Investing Medical Portfolio 52

Brown Advisory

SEPTEMBER 22, 2017

It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). Nor are the examples we offered ideal, as ARM and Cavium outsource their manufacturing. The Journal of Portfolio Management 40(2): 18-29.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). Nor are the examples we offered ideal, as ARM and Cavium outsource their manufacturing. The Journal of Portfolio Management 40(2): 18-29.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 3, 2015

We also expect that earnings will rise at Atlas Copco, a Sweden-based manufacturer of industrial tools and equipment, and other companies tied to Europe’s recovering industrial sector. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening.

Economy 40

Economy Economics Asset Allocation Banking 40

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. We are an all-sector, all-country investment strategy.

Investments 52

Investments Investing Portfolio Accounting 52

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. I’m sure that clients are well aware, since this was in the news pretty heavily, that there was a collapse of a few medium-sized banks in the United States, as well as one not listed here, which was UBS out of Switzerland.

Marketing 52

Marketing Marketing Banking Numbers 52

The Big Picture

JULY 24, 2023

RITHOLTZ: So let’s talk a little bit about what Stray Reflections is today and who your clients are. MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. You’ve seen job losses in goods producing sectors, manufacturing, auto, construction.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

OCTOBER 26, 2021

Our due diligence process is built on Brown Advisory’s small-cap heritage, a solid foundation developed over the 15 years of experience in the space, and implemented by a large team of analysts and portfolio managers. Catalent is a quintessential example. However, that was not the entire story. All investments involve risk.

Manufacturing 52

Manufacturing Investments Investing Communication 52

The Big Picture

SEPTEMBER 26, 2023

Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. I wanna say it’s about $179 billion in client assets. I think most importantly, our clients appreciated the return of capital. And it did. We returned a lot of capital.

Banking 130

Banking Investing Investments Clients 130

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Grillo jumps in, hypothesizing that there is not enough of a match between the skills required to sell an annuity and what it takes in reality in terms of understanding if the product truly matches up with what the client needs.

Insurance 59

Insurance Retirement Financial Advisor License 59

The Big Picture

JULY 11, 2023

And so you saw this shift from kind of fees embedded in say the mutual fund vehicle to being external on the client statement and so then advisors wanted things like ETFs and SMAs and other things because the client was seeing that they were paying their advisor every month. JOHNSON: And so, and the manufacturer had less power.

Management 222

Management Investing Investments Assets 222

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Option rate securities were… 0:14:54.9

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

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

MAY 21, 2024

But no, but I think that where I get my best ideas is from talking to super smart people like you, like our financial advisors, like our hedge fund clients, our, our long only investor clients pensions. And then, you know, from talking to clients, we get ideas around should you have a regime indicator?

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

MARCH 14, 2023

Tell us about who you work with, who your clients are. So our clients are financial advisors and institutions, as you point out. And so that makes it more difficult for them to manage portfolios like they used to. You know, it used to be that the financial advisor was also a portfolio manager. Exactly right.

Economy 162

Economy Investing Investments Portfolio 162

The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. But you’re always at working at the behest of a client, right?

Engineering 130

Engineering Numbers Investing Investments 130

The Big Picture

FEBRUARY 17, 2025

Going to the malls, visiting real estate sites, going to the auto manufacturing plants, visiting battery plants really gives you a more concrete sense of what is occurring and to your point, what is beneath the headlines and what the market could be missing. What does this mean to you as an employee and what does it mean to your clients?

Investments 147

Investments Investing Economics Management 147

The Big Picture

JULY 31, 2023

RITHOLTZ: Manufacturing, Ford as an example, sure. HOFFMAN: Actually, he responded pretty responsibly, put out, I think, two shareholder letters about a week apart in late March, and actually did what no portfolio manager usually loves doing, which is he deconstructed the trade. And did you want a tech company? RITHOLTZ: Right.

Retail 130

Retail Government Economy Economics 130

The Big Picture

JUNE 3, 2024

He really is one of the most knowledgeable people in this space, and not just knowledgeable in the abstract, but helping to oversee just about a hundred billion dollars in client assets. And I, I saw the, you know, the JP Morgan CFO come out and no disrespect there, but he’s complained about how clients want CDs. Yeah, yeah.

Math 147

Math Marketing Marketing Engineering 147

The Better Letter

JANUARY 11, 2024

2 At Bank of America, rate strategist Meghan Swiber was telling clients to prepare for a plunge in U.S. Out of the nearly 10,300 mutual funds and ETFs in the United States, the listed portfolio managers own no shares in the funds they manage in 5,900 of them. You may hit some paywalls below; most can be overcome here.

Economy 97

Economy Economics Math Banking 97