Dear Mr. Market

AUGUST 5, 2022

We’re currently seeing one of the largest disparities in valuations between growth and value stocks which in our opinion presents a very appealing opportunity for dividend seeking investors. Going forward we’ll update our readers and clients about the strategy and performance on a quarterly basis.

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The Big Picture

MAY 9, 2023

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. SALISBURY: At the simplest level we manage money for our clients. Three main client segments. SALISBURY: Look, every client is different.

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Truemind Capital

JANUARY 10, 2025

I wonder what stories will be told when the portfolios will decline to such an extent for those who are not following a suitable asset allocation. They end up overexposing their portfolios to equity when the markets have become extremely expensive. During this recent correction, none of our clients reached out to us with concerns.

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Marketing Marketing Asset Allocation Portfolio 52

Trade Brains

AUGUST 18, 2023

Best Vijay Kedia Portfolio Stocks: Many investors keep a close eye on stock buys and sales of ace investors for ideas and inspiration. In this article, we’ll look at the best Vijay Kedia portfolio stocks and see if they can be an interesting opportunity for us as well. Who is Vijay Kedia? He calls his investment philosophy ‘SMILE’.

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The Big Picture

NOVEMBER 26, 2024

His firm runs over $10 billion in client crypto assets. To help us unpack all of this and what it means for your portfolio, let’s bring in Matt Hogan. He is the chief investment officer at Bitwise Asset Management, the firm manages over 10 billion in client assets in crypto. Let’s start with just the basics, Matt.

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Brown Advisory

MARCH 6, 2023

Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

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The Big Picture

SEPTEMBER 19, 2022

So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. Is valuation significant, or is it, hey, we’re going to make 100 investments and if two or three workout, the valuations are irrelevant? How do you fall in that spectrum?

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The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. 00:12:42 [Speaker Changed] I think it absolutely should be the norm because it is generally what our clients are seeking.

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Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

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Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. Today, we are focused on developing strategies that specifically address our clients’ stated needs. large-cap growth” or “small-cap value.”

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Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk. But when our clients tell us what keeps them up at night, they don’t speak in terms of style boxes; they ask for things like income, protection against a market correction or (of particular relevance to this publication) a way to offset the risks of a large, concentrated stock position they hold.

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Ron A. Rhodes

JULY 21, 2023

A client recently inquired about stock market valuation levels, expected and historical returns. The questions posed (as restated by me, for clarity purposes) were: (1) After the surge in valuations…

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Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Over the long term, that stance has paid off.

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Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

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Portfolio Asset Allocation Valuation Economics 52

Validea

APRIL 14, 2023

In a second consecutive week of outflows, Bank of America clients sold off around $2.3 The withdrawals were from equities of all sizes, during a relatively quiet week in the stock market, and came mainly from institutional, retail, and hedge-fund clients. gain in the fourth quarter of last year, the 60/40 portfolio has gained 5.9%

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Banking Clients Retail Portfolio 52

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. Let me give you some background on Morningstar Managed Portfolios. And we were doing the same with clients.

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Brown Advisory

MARCH 9, 2023

We discuss why the healthy yields offered by the fixed-income market may offer an opportunity to simplify portfolios, and why the relative value offered by emerging market and small-cap stocks may make them an attractive allocation as well. As always, we welcome your thoughts, feedback and questions.

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The Big Picture

MARCH 20, 2024

But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today. To help us unpack all of this and what it means for your portfolio, let’s bring in Jim O’Shaughnessy. market volatility. During those tough times.

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Investing Investments Portfolio Valuation 162

Truemind Capital

OCTOBER 11, 2024

If you seek excitement from your investment portfolio, you are doing it wrong. One of my clients recently asked “Why don’t we invest in hot themes like AI, defense, and other growth stocks? Why only value-focused portfolios?” Whether this portfolio contains a hot theme or sector or not is immaterial.

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Investing Investments Valuation Portfolio 59

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. Second, we keep a keen eye on valuation.

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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. A: Our process consists of three steps: idea generation, due diligence and portfolio construction. Wed, 09/20/2017 - 16:43.

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Portfolio Management Portfolio Management Investing 52

The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. So I would say the challenge of having those roles is that our institutional clients are much shorter term.

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Valuation Clients Investing Investments 162

Brown Advisory

AUGUST 24, 2017

A Solid Foundation: The Value of Private Real Estate in Balanced Portfolios. We believe that focusing solely on current market conditions ignores the true, long-term value that private real estate investments can add to a portfolio. Low correlation means that real estate helps to diversify balanced portfolios.

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Portfolio Assets Clients Investments 52

Discipline Funds

MARCH 10, 2023

Now, many people will look at the SIVB situation and blame their poor risk management of the securities portfolio. As irrational exuberance took hold of the markets we saw a huge surge in the valuations of private equity firms. The 2020 and 2021 inflation was the tsunami. 2022 and 2023 is the wave crashing ashore.

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Dear Mr. Market

AUGUST 8, 2024

Investors were content, seeing their portfolios grow incrementally with each passing day. The tech darlings that had led the charge are now facing valuation compressions, as investors start questioning whether their sky-high prices can really be justified. Inflation is still at 3.2%

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Marketing Marketing Economics Portfolio 97

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. Source: Factset, Carson Investment Research 3/28/2024 Valuations Revenues, earnings, margins, and other fundamental factors all contribute to the valuation of a company. Following the huge 11.2%

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Marketing Marketing Valuation Economy 96

The Big Picture

MARCH 25, 2025

As you note, when we spun out, we kept all of our Bear Stearns accounts, continued to work with all their private client service people over there. Valuations tended to crash and burn very, very cheap valuations tended to do well. And so we put on a pretty significant developer team that had background in portfolio management.

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Management Numbers Investing Investments 147

The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people.

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Valuation Investing Investments Assets 130

Truemind Capital

JULY 5, 2024

A client said – I understand market valuations are expensive but it doesn’t seem that it will correct much. The fundamental driver of market peaks and exorbitant valuations is the perception that there is nothing to worry about – there is no investment risk. There is nothing to worry about.

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Asset Allocation Marketing Marketing Valuation 64

The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. It’s client related, it’s media like we’re doing today. And me and him had an instant connection.

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Portfolio Investing Investments Numbers 130

Brown Advisory

FEBRUARY 26, 2021

Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. Each year, the Annual Outlook report assesses the current investment landscape and discusses how we are positioning client portfolios. Download the full report >.

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Asset Allocation Assets Valuation Clients 52

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. Initially I joined to help them manage their equity portfolio. It was the exact same trade.

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Assets Management Portfolio Marketing 173

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. Since then, it’s grown to about $7 billion. Your next stop is Millennium.

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Healthcare Portfolio Management Investing 162

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. phenomenon, it’s a global phenomenon and we want to be able to service our clients in all regions of the world. Is that the clients you’re aiming for?

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Truemind Capital

APRIL 21, 2023

Higher valuation of Indian markets compared to Global peers along with negligible earnings growth also didn’t help. One should not be over-allocated to equity (check the 3rd page for asset allocation) at the current levels and any exposure should primarily be towards large cap-oriented value portfolios against growth stocks.

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Financial Market Marketing Marketing Asset Allocation 52

James Hendries

NOVEMBER 3, 2022

Still, as we survey what are better equity valuations, long-awaited income opportunities in the bond market, and a likely less-antagonistic Fed in 2023, there may be emerging reasons to believe that the next year may be more constructive than the last. Diversification does not protect against market risk.

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Clients Asset Allocation Investment Advisor Assets 52

Brown Advisory

MARCH 6, 2023

Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

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Asset Allocation Assets Clients Valuation 52