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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Trade Brains

JULY 9, 2023

5 Stars (360k Reviews) Downloads: +10 Million Available on: Android, iOS, Windows This is our personal favorite mobile app for stock market news and updates. Engage and participate in conversations relating to your portfolio or interest You can download the MoneyControl App here! You can download the StockEdge App here!

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The Big Picture

MARCH 11, 2023

This week, we speak with Richard Bernstein, the chief executive officer and chief investment officer of Richard Bernstein Advisors LLC, which manages $14.6 Bernstein explains the four drivers of their models: Profits, Liquidity, Sentiment, and Valuation. billion in assets.

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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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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. It should not be assumed that investments in such securities have been or will be profitable.

Asset Allocation 98

Asset Allocation Assets Clients Valuation 98

The Big Picture

AUGUST 16, 2022

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. I mean, it’s an age old thing in investing and trading. Tell us a little bit about that experience. TROPIN: Yeah.

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Trade Brains

DECEMBER 2, 2023

Top Value Investing Courses in 2024 : From a long-term perspective, investing has been a successful way for people to build wealth. Value investing is a challenging and exciting field that requires the right information and direction to successfully navigate. With over +3241 enrollments and a +4.4

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Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020 jharrison Mon, 02/01/2021 - 08:25 Just want the PDF? Download it here > What is Time? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. Honestly, a big part of investing is just committing to a thoughtful process.

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Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020. Download it here >. One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. A well-known sports psychologist 1 calls this controlling your “inner chimp” and this is what investment process is for. What is Time?

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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. And so I felt like all of those experiences just really led me to love investing.

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James Hendries

AUGUST 23, 2022

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Click here to download a PDF of this report. Investing involves risks including possible loss of principal. Indexes are unmanaged statistical composites and cannot be invested into directly.

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Brown Advisory

FEBRUARY 5, 2021

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. It should not be assumed that investments in such securities have been or will be profitable. Past performance is not a guarantee of future performance.

Investments 52

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Brown Advisory

FEBRUARY 5, 2021

Investment Insights: What you need to know about Technology in 2021. The team discussed how they think about investing in technology in the face of wildly increasing valuations and an ever-changing regulatory landscape, covering: The evolution of their thinking and investment process around the sector. MORE ON THIS TOPIC.

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Investments Investing Clients Communication 52

Brown Advisory

JUNE 30, 2017

Global Leaders Investment Letter - Q2 2017 ajackson Fri, 06/30/2017 - 09:50 Global Leaders Strategy Investment Letter - Q2 2017 In this letter the team discuss the equity market euphoria and Robert Shiller’s cyclically adjusted price-to-earnings (CAPE) valuation tool in detail.

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Brown Advisory

JUNE 30, 2017

Global Leaders Investment Letter - Q2 2017. Global Leaders Strategy Investment Letter - Q2 2017. In this letter the team discuss the equity market euphoria and Robert Shiller’s cyclically adjusted price-to-earnings (CAPE) valuation tool in detail. Download the Letter. . . Fri, 06/30/2017 - 09:50.

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Investments Investing Valuation Clients 40

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. Download the full report >. We are pleased to share Brown Advisory’s 2021 Investment Solutions Group (ISG) Annual Outlook report. Download the full report >.

Asset Allocation 52

Asset Allocation Assets Valuation Clients 52

Brown Advisory

JANUARY 1, 2021

Global Leaders Investment Letter: January 2021 jharrison Fri, 01/01/2021 - 08:53 Just want the PDF? Download it here > What is Time? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. What is Space? What is Time? In particular, what is the right time-frame?

Investments 52

Investments Investing Valuation Economics 52

Trade Brains

JULY 28, 2023

In light of declining growth and margin pressures, it’s becoming difficult for Tata Elxsi to justify its high valuations. But as I have highlighted earlier, the valuation is very expensive, which is a significant negative. To know what retail investors think about Tata Elxsi, remember to download the Stocktwits app.

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Brown Advisory

SEPTEMBER 30, 2018

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.

Investments 40

Investments Investing Clients Valuation 40

Brown Advisory

SEPTEMBER 30, 2018

Global Leaders Investment Letter - Q3 2018. Global Leaders Strategy Investment Letter - Q3 2018. In this letter, the team discuss the dangers of shorthand valuation techniques and the oversimplification of passive investing, particularly during periods of market volatility. . . Download the Letter. . .

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Investments Investing Clients Valuation 40

Brown Advisory

SEPTEMBER 30, 2016

Global Leaders Investment Letter - Q3 2016 ajackson Fri, 09/30/2016 - 09:50 Global Leaders Strategy Investment Letter - Q3 2016 In this letter the team discuss the current environment of higher valuations and the impact this is having on their investability test as part of their process.

Investments 40

Investments Investing Clients Valuation 40

Brown Advisory

SEPTEMBER 30, 2016

Global Leaders Investment Letter - Q3 2016. Global Leaders Strategy Investment Letter - Q3 2016. In this letter the team discuss the current environment of higher valuations and the impact this is having on their investability test as part of their process. Download the Letter. . . Fri, 09/30/2016 - 09:50.

Investments 40

Investments Investing Clients Valuation 40

Brown Advisory

JUNE 16, 2022

Global Leaders Investment Letter: June 2022 mhannan Thu, 06/16/2022 - 11:30 Just want the PDF? Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. But how do we calibrate this within Global Leaders?

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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).

Investments 52

Investments Investing Fiduciary Duty Assets 52

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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Investments Investing Fiduciary Duty Portfolio Management 52

Trade Brains

MAY 22, 2023

It is always recommended to perform a complete fundamental analysis of the stock before investing if you are planning for a long-term investment. However, if you want to find a multi-bagger stock to invest in, which can give you good returns year after year, then the fundamental analysis is the actual tool that you have to utilize.

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The Big Picture

FEBRUARY 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Really fascinating guy.

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The Big Picture

APRIL 18, 2023

You can stream and download our full conversation, including any podcast extras, iTunes , Spotify , Stitcher , Google , Bloomberg , and Omny. I really wanted to learn how to invest money, not just be an advisor, and I thought private equity was cool because you weren’t at the whim of the market. BARATTA: Yeah. In the long run.

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The Big Picture

JULY 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” Welcome to Bloomberg. ANTTI ILMANEN. ILMANEN: Yes.

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Investments Investing Valuation Portfolio 130

The Big Picture

DECEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. And I was fortunate to be accepted to both.

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Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We think the first half of 2022 was better than any CFA programme or MBA course on valuation.

Investments 52

Investments Investing Valuation Clients 52

Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”)

Investments 52

Investments Investing Portfolio Compliance 52

Brown Advisory

APRIL 20, 2022

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.

Investment Advisor 52

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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. It should not be assumed that investments in such securities have been or will be profitable.

Asset Allocation 52

Asset Allocation Assets Clients Valuation 52

The Big Picture

NOVEMBER 21, 2023

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They invest primarily in private and public companies. Fiaco Cutler Capital.

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James Hendries

AUGUST 3, 2022

That doesn’t take away from the fact that higher inflation is causing consumer spending to slow, while higher interest rates are weighing heavily on business investment. Click here to download a PDF of this report. Investing involves risks including possible loss of principal. Of course, the U.S. IMPORTANT DISCLOSURES.

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Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. For us, the factors are basically a wash over a long horizon.

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