The Big Picture

OCTOBER 4, 2024

Prior to founding Cutter Capital in November 2022, Vincent spent time as a Senior Analyst for Millennium Partners and a Portfolio Manager at Citadel. We discuss the launch of Cutter Capital and how he managed to combine a love for genetics and business into a successful career. He also received a Ph.D.

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The Big Picture

AUGUST 12, 2023

This week, we speak with asset management expert Ted Seides , founder of Capital Allocators. His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June.

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The Big Picture

OCTOBER 18, 2024

This week, we speak with Brian Higgins , co-founder, managing partner and co-portfolio manager of King Street. Higgins focuses on handling distressed securities, real estate investments and credit. A transcript of our conversation is available here Tuesday.

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The Big Picture

MAY 31, 2024

This week, we speak with Jeffrey Sherman , deputy chief investment officer at DoubleLine Capital. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.

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The Big Picture

MARCH 1, 2024

He also serves as chairman of Magnetar’s investment committee and as a member of its management committee. Prior to joining Citadel, he focused on convertible securities, merger arbitrage and special situations portfolios at Koch Industries Inc. They manage $16.8

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The Big Picture

DECEMBER 9, 2023

 This week, we speak with investing legend Joel Tillinghast. He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. He observes that when you make investing mistakes, “ You’ve got to be cruel to yourself so you don’t do it again.”

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The Big Picture

AUGUST 9, 2024

Named one of the 25 most influential people by Investment Advisor, his breakthrough book, “ What Investors Really Want , ” changed how we view investor motivations. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

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The Big Picture

MAY 17, 2024

Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.

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The Big Picture

DECEMBER 16, 2023

This week, we speak with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners. They now manage $7 billion in assets. Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management.

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The Big Picture

MARCH 25, 2023

This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y.

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The Big Picture

JANUARY 26, 2024

This week, we speak with Sarah Kirshbaum Levy , chief executive officer of Betterment , an independent digital investment adviser with $40 billion in assets under management. She wants Betterment to be the Millenial and Gen Z brand in wealth management the same way Schwab and Fidelity were to her parent’s generation.

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The Big Picture

FEBRUARY 16, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Be sure to check out our Masters in Business next week with Andrew Slimmon , Managing Director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team.

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The Big Picture

JULY 8, 2023

When she returned to Franklin Templeton, she rotated through various divisions, including investment management, distribution, technology, operations, and high-net-worth. The day Tesla was added to the S&P 500, it became a much riskier investment based on volatility and concentration.

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The Big Picture

DECEMBER 30, 2023

When she returned to Franklin Templeton, she rotated through various divisions, including investment management, distribution, technology, operations, and high-net-worth. The day Tesla was added to the S&P 500, it became a much riskier investment based on volatility and concentration.

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Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye. In addition, the investment in the U.S.

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Good Financial Cents

AUGUST 11, 2022

I once had a client ask me, “Jeff, if you had a million dollars, how would you invest it?”. The reality is, there are a ton of different strategies I would personally use to invest $1 million dollars, and to help this seed money grow into even more cash over time. Ad Robo-Advisors move with the market to ensure your investments.

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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.

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The Big Picture

AUGUST 16, 2022

?. The transcript from this week’s, MiB: Kenneth Tropin, Graham Capital Management , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Bloomberg , and Acast. John was one of our managers that we had, you know, our clients invest in. TROPIN: Yeah.

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Brown Advisory

OCTOBER 31, 2020

Download the Letter Past performance is not a guarantee of future performance and you may not get back the amount invested. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results.

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Brown Advisory

OCTOBER 31, 2020

Global Leaders Investment Letter - Q3 2020. Global Leaders Strategy Investment Letter - Q3 2020. In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. . . Download the Letter. . . Sat, 10/31/2020 - 09:50.

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Brown Advisory

JUNE 30, 2020

Global Leaders Investment Letter - Q2 2020. Global Leaders Strategy Investment Letter - Q2 2020. In this letter the Portfolio Managers discuss experiencing FOJI (the Fear of Joining In) in the current COVID crisis. Download the Letter. . . Tue, 06/30/2020 - 09:50.

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Brown Advisory

NOVEMBER 10, 2023

Sustainable Small-Cap Core Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Fri, 11/10/2023 - 13:26 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing across a wide range of its equity and fixed income strategies.

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Brown Advisory

JUNE 3, 2015

Demystifying Sustainable Investing. For many investors, the topic of sustainable investing is a jungle of jargon and vague terms. When you cut through the confusion, though, you find that sustainable investing strategies have matured and improved, and now form the core of an increasing number of investors’ portfolios.

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The Big Picture

JANUARY 16, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. Starting with your undergraduate work.

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Brown Advisory

NOVEMBER 29, 2022

Investing in a Resilient Future: Our Role in Supporting the Climate. Download the Report. . For our part, as an investment firm, we must view climate decisions through the lens of our fiduciary duty to generate attractive investment returns that help our clients achieve their goals over the long term.

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The Big Picture

SEPTEMBER 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. Brilliant is CEO of Diamond Hill. Kind of unique. I have a CFA.

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Investment Writing

FEBRUARY 6, 2024

” You can read general guidelines—and download detailed instructions —on the CFP Board’s website. Amy Jones, CFA, is a portfolio manager. appeared first on Susan Weiner Investment Writing. Will you land in trouble if you don’t abide by the guidelines?

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Brown Advisory

NOVEMBER 29, 2022

Investing in a Resilient Future: Our Role in Supporting the Climate mhannan Tue, 11/29/2022 - 14:04 Download the Report We live in an age of technological miracles, but many of these miracles come with steep costs for society. We also describe our initial plans under the Net Zero Asset Managers initiative (NZAMi).

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The Big Picture

DECEMBER 19, 2023

 You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. There are about 13 different portfolio managers each focused on a different sub-sector. I got an internship at a investment fund in Baltimore, and this was 2002 at the time.

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Brown Advisory

OCTOBER 11, 2022

2021 Impact Report: Sustainable Small-Cap Core Strategy mhannan Tue, 10/11/2022 - 17:44 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing, across a wide range of its equity and fixed income strategies. More recently (i.e.,

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Brown Advisory

OCTOBER 11, 2022

Download the Report. . A Letter of Introduction From The Portfolio Managers. Brown Advisory has made a deep commitment to sustainable investing, across a wide range of its equity and fixed income strategies. Tue, 10/11/2022 - 17:44. Enclosed is our Impact Report for the Brown Advisory Sustainable Small Cap Core strategy.

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Brown Advisory

JULY 14, 2020

31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. As such, ESG research is now an essential part of the Global Leaders investment strategy. Enclosed is our inaugural ESG Transparency Report.

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Brown Advisory

AUGUST 9, 2021

2020 Global Leaders Impact Report ajackson Mon, 08/09/2021 - 09:43 Download the Report A Letter of Introduction From The Portfolio Managers We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. ESG research is an essential part of our investment strategy.

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Brown Advisory

JULY 14, 2020

Download the Report. . A Letter of Introduction From The Portfolio Managers. . At Brown Advisory, we are deeply committed to sustainable investing, with the goal of helping clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.

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Brown Advisory

AUGUST 9, 2021

Download the Report. . A Letter of Introduction From The Portfolio Managers. . The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. Mon, 08/09/2021 - 09:43.

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Brown Advisory

NOVEMBER 15, 2023

As active managers in a highly competitive market, we believe we have two sources of alpha in our approach to investing: our long-term investment horizon and our disciplined focus on capital allocation.

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Brown Advisory

FEBRUARY 23, 2022

We are by no means experts, but we have invested substantial time and effort reflecting on how to bring our colleagues back to the office in the most effective, safest way possible, for the benefit of our clients, our colleagues and our culture. Past performance is not a guarantee of future performance.

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