The Big Picture

AUGUST 20, 2024

Definitely 00:07:32 [Speaker Changed] True. So after a successful run at Canyon, you stand up your own fund, ice Farm Capital, you’re seated by Soros Fund Management. So let, 00:21:37 [Speaker Changed] Let me push back on that definition a little bit. I’m gonna hold it in my portfolio. Luck is better.

Assets 173

Assets Management Portfolio Marketing 173

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. But it is very expensive.

Investments 147

Investments Investing Management Valuation 147

Harness Wealth

JANUARY 29, 2025

This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. The IRS doesnt provide a precise definition for “substantially identical” securities. What are the drawbacks of tax-loss harvesting?

Taxes 52

Taxes Assets Sales Portfolio 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. While this municipal portfolio is by definition focused on U.S.-based

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 31, 2022

A Letter of Introduction From The Portfolio Managers. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. While this municipal portfolio is by definition focused on U.S.-based Portfolio Manager.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

The Big Picture

OCTOBER 8, 2024

And actually, interestingly, Joe was director of research there for a number of years before I moved on to start Perceptive. How long does it take before you’re an analyst at Millennium, before you say, I really need to start managing money? They were crossover investors in, in the early days of doing that.

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Healthcare Medicine Portfolio Investments 147

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? So you definitely got that right. The more private side of the street?

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Management Investments Investing Portfolio 162

Brown Advisory

AUGUST 11, 2023

Old economy refers to industries that have not changed significantly despite advances in technology – subsectors like steel, agriculture and manufacturing come to mind, but for inclusivity let’s broaden the definition out to the industrials and materials sectors. Terms and Definitions: Sensational Seven Stocks: Apple Inc.

Economy 98

Economy Manufacturing Clients Economics 98

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. And then in, in an investment, what can you infer, you know, how did management’s tone sound when they were on the conference call? Why aren’t you?

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Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

Management 80

Management Investments Investing Accounting 80

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

Portfolio 130

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The Big Picture

JULY 11, 2023

” Who are the number one users of TurboTax? And then the other piece of that, And this was definitely fueled by low interest rates, but private equity, the fact is, companies can stay private longer. And you see that in the numbers, right? You have half the number of public companies that you had in 2000.

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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.

Assets 173

Assets Management Marketing Marketing 173

Brown Advisory

SEPTEMBER 12, 2016

I also reflected on the confusing nature of this area with constantly changing word definitions, potentially conflicting investment goals and emotionally charged concerns often colliding with unintended results. We have been working hard to fulfill this commitment over the past 15 months, enhancing our offerings in a number of areas.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

SEPTEMBER 12, 2016

I also reflected on the confusing nature of this area with constantly changing word definitions, potentially conflicting investment goals and emotionally charged concerns often colliding with unintended results. We have been working hard to fulfill this commitment over the past 15 months, enhancing our offerings in a number of areas.

Portfolio 52

Portfolio Clients Investing Investments 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. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right. NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investments 130

Good Financial Cents

AUGUST 11, 2022

Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. In that case, I definitely would have a larger percentage of municipal bonds, the tax-free kind, in my portfolio. Step 11: Invest in Crypto.

Investments 110

Investments Investing Marketing Marketing 110

The Big Picture

DECEMBER 28, 2022

ELLIS: And you could argue that one of the great managers at Capital Group had an even better record, but Capital broke up the funds into multiple different portfolio managers, so it was not public. We’re all going to stay here together because the number of customers is not going down. RITHOLTZ: Wow.

Management 189

Management Investments Investing Clients 189

Trade Brains

SEPTEMBER 16, 2023

Mutual Funds: A mutual fund is a pool of investment collected from a large number of investors to invest their money in different types of financial assets such as stocks, bonds, etc. With respect to investments, a skilled fund manager can definitely help you in earning maximum returns from your investments.

Portfolio 69

Portfolio Investments Investing Assets 69

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?

Marketing 52

Marketing Marketing Economy Financial Planner 52

Aleph

JANUARY 21, 2023

link] Low refining capacity, low number of gas stations per driver — blame California regulations. Many of the things stated here are wrong. Jan 20, 2023 Corporate fraud is widespread – and largely undetected, study says [link] Cash flow conquers all.

Startup 59

Startup Banking Accounting Food 59

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. So those things definitely stand out. WAGNER: You know there are a number of things that occurred. And it was driven by the people around me.

Investments 130

Investments Investing Assets Insurance 130

The Big Picture

MAY 23, 2023

Maybe it’s leverage, maybe it’s a tele protection, maybe it’s an overlay hedge, maybe it’s any number of these things. So, GOG, discretionary portfolio management. Uh, how do you reconcile these different data points or is it all in the framing and the definition of what ESG is or, what diversity and inclusion means?

Clients 162

Clients Management Engineering Investments 162

Brown Advisory

JUNE 14, 2017

The chart on page 2 shows the decline in the number of registered dealers from consolidation; some are exiting the market completely. The figure below provides MSRB definitions and certain exemptions for dealers transacting with SMMPs. This is why we believe that competent research and portfolio management are so important today.

Compliance 52

Compliance Retail Clients Management 52

Brown Advisory

JUNE 14, 2017

The chart on page 2 shows the decline in the number of registered dealers from consolidation; some are exiting the market completely. For the remaining dealers, self-protection actions have largely resulted in unequal access to certain issuances and trades, leaving nonprofessional managers without a full opportunity set. . .

Compliance 52

Compliance Retail Clients Management 52

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. Please see the last page for a complete list of terms and definitions.

Portfolio 52

Portfolio Valuation Investing Investments 52

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

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Investments Investing Valuation Portfolio 130

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.

Investments 52

Investments Investing Clients Numbers 52

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.

Investments 52

Investments Investing Clients Numbers 52

Brown Advisory

SEPTEMBER 22, 2017

Many studies have asked whether ESG metrics are statistically significant as a factor in market or portfolio returns. Defining the question in this way is appealing: it demands a definitive yes-or-no answer. There are many challenges to finding definitive causality between ESG data and financial performance. Hammond, and W.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Many studies have asked whether ESG metrics are statistically significant as a factor in market or portfolio returns. Defining the question in this way is appealing: it demands a definitive yes-or-no answer. There are many challenges to finding definitive causality between ESG data and financial performance. References.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. Chart covers both the equity and fixed income portions of the sustainable model portfolio and the MSCI ACWI Index. *The

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Investment Writing

NOVEMBER 20, 2024

For example, “A number of good things happened last year, but let’s first get the bad news out of the way,” he says on page 3 of his 2012 shareholder letter (PDF). Yet the report is widely discussed by sophisticated financial professionals. I’ve never heard anyone call Warren Buffet dumb because of the way he writes.

Compliance 52

Compliance Communication Assets Investments 52

Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

Valuation 52

Valuation Portfolio Investing Investments 52

Brown Advisory

APRIL 18, 2018

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. In this article, Global Leaders portfolio managers Mick Dillon and Bertie Thomson discuss the dangers of oversimplifying valuation.

Valuation 52

Valuation Portfolio Investing Investments 52

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. Managing them. What do they say?

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