Brown Advisory

OCTOBER 11, 2021

It is not representative of an actual portfolio. Asset allocations could change depending on risk tolerance, investment objective and assets available for investment. The relationship team will customize portfolios to meet the guidelines, requirements and risk tolerance of our clients.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

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. RITHOLTZ: Wow. But among the public recorded, John Neff had the best performance over the long term. RITHOLTZ: Sure. RITHOLTZ: Wow.

Management 189

Management Investing Investments Clients 189

The Big Picture

NOVEMBER 14, 2023

Managing them. You, you definitely have to adapt your style a bit. So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. 00:22:24 [Speaker Changed] Being client portfolio managers. So these are very, very smart people.

Math 130

Math Management Insurance Assets 130

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. Here’s the downside risk and equity, and for it to work out, the company has to turn itself around and a miracle has to happen. The bonds aren’t worthless, but they’re definitely not trading at par.

Assets 285

Assets Investing Investments Management 285

The Big Picture

OCTOBER 5, 2024

The pandemic of course was, was difficult, but it definitely helped me grow a lot faster being in a big city like that. Yeah, 00:14:29 [Speaker Changed] I would, I would definitely say so. So the book was definitely heavy with metaphors, but I really wanted there to be tangible visualizations in the book.

Economy 162

Economy Education Insurance Economics 162

The Big Picture

FEBRUARY 28, 2023

And I know there may not be any definitive answer. The amount of allocation that people put into private markets certainly depends on people’s risk tolerance. What’s your theory here? LAYTON: Well, you have a market that’s driven by decisions by sophisticated investors to invest or to divest. RITHOLTZ: Right.

Clients 147

Clients Investing Investments Assets 147

The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. What is that sort of risk embracing, like how, how does that settle out?

Assets 147

Assets Insurance Investing Investments 147