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. 00:16:33 [Speaker Changed] Exactly.

Investing 148

Investing Investments Management Valuation 148

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? Do do we care about round numbers like a hundred million or 500 million in sales?

Management 163

Management Investing Investments Portfolio 163

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year.

Healthcare 163

Healthcare Portfolio Management Investing 163

Brown Advisory

AUGUST 6, 2019

Sometimes a major event makes it clear that an immediate course correction is needed. Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Little River Band, 1979 Changes occur for a variety of reasons.

Investments 52

Investments Investing Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Sometimes a major event makes it clear that an immediate course correction is needed. Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Tue, 08/06/2019 - 08:46. Little River Band, 1979.

Investments 52

Investments Investing Clients Portfolio Management 52

Brown Advisory

JUNE 3, 2015

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. We believe that having a deep understanding of this universe of managers is an essential component of our open-architecture research.

Investments 52

Investments Investing Clients Portfolio Management 52

Brown Advisory

AUGUST 24, 2023

market for several years, but there are a large number of significant geopolitical and regional matters that are impacting investments all over the globe. Sid and Erika offered their periodic roundup of key issues impacting the markets and how they are positioning portfolios for their clients.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

market for several years, but there are a large number of significant geopolitical and regional matters that are impacting investments all over the globe. Sid and Erika offered their periodic roundup of key issues impacting the markets and how they are positioning portfolios for their clients.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 11, 2023

Markets shaking off a long list of concerns In this episode, Erika Pagel and Sid Ahl are joined by Brown Advisory’s David Schuster, portfolio manager of the firm’s Small Cap Fundamental Value strategy, for a discussion about the surprising resilience of capital markets in the face of a challenging economic environment.

Economy 98

Economy Manufacturing Clients Economics 98

Brown Advisory

JUNE 14, 2017

This information generally reflects the financial health or operating condition of the state or local government as it changes over time, or the occurrence of specific events that can have an impact on key features of the bonds.” 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

This information generally reflects the financial health or operating condition of the state or local government as it changes over time, or the occurrence of specific events that can have an impact on key features of the bonds.” This is why we believe that competent research and portfolio management are so important today.

Compliance 52

Compliance Retail Clients Management 52

Brown Advisory

DECEMBER 18, 2017

Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. the company’s products had been in wider use in Europe for a number of years, so Doug also made in-person contact with an expert in the U.K. Although new in the U.S., and a connection with a Texas surgeon.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

Brown Advisory

DECEMBER 18, 2017

Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. the company’s products had been in wider use in Europe for a number of years, so Doug also made in-person contact with an expert in the U.K. Develop an understanding of the problem or question we are looking to answer. Emily Dwyer.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

Trade Brains

NOVEMBER 4, 2023

The latest version uses the Esper engine which operates at a high speed by processing 5 lakh events per second. In addition to this, it offers other services such as portfolio management, consultancy, etc. It is an algo trading platform aiming to make AI-driven, high-quality analytics available to the maximum number of users.

Assets 111

Assets Planning Financial Market Retail 111

Brown Advisory

MARCH 2, 2020

We bring different backgrounds and a diversity of thinking to portfolio management. Karina came to investing from an engineering background, while David came to portfolio management from equity research covering the industrials sector. Embrace different perspectives. No shortcuts for understanding business models.

Management 52

Management Portfolio Management Portfolio Clients 52

Brown Advisory

JUNE 3, 2015

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. These views are not intended to be a forecast of future events or a guarantee of future results. Beyond the Usual Suspects.

Portfolio 52

Portfolio Clients Portfolio Management Assets 52

Brown Advisory

MARCH 2, 2020

We bring different backgrounds and a diversity of thinking to portfolio management. Karina came to investing from an engineering background, while David came to portfolio management from equity research covering the industrials sector. Embrace different perspectives. No shortcuts for understanding business models.

Management 52

Management Portfolio Management Portfolio Clients 52

Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Set hard numbers. Determine both your annual level of spending and a five- and 10-year goal for portfolio returns.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

MARCH 28, 2017

Starting Points achen Tue, 03/28/2017 - 14:11 The numbers tell a clear story about the growing number of investors interested in sustainable investing. One family we advise wants to support local businesses with a regionally focused portfolio. The specific causes they see as priorities, though, can vary dramatically.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

Brown Advisory

MARCH 30, 2022

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. Numbers may not total due to rounding. Past performance may not be a reliable guide to future performance and investorsmay not get back the amount invested.

Investments 52

Investments Investing Marketing Marketing 52

Brown Advisory

MARCH 28, 2017

The numbers tell a clear story about the growing number of investors interested in sustainable investing. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments. Starting Points.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

Brown Advisory

MAY 12, 2020

We have witnessed a host of macroeconomic, political and other events over the last five years since the launch of the Global Leaders strategy, not least of all the global COVID-19 pandemic. You often talk about portfolio managers being responsible for not just stock selection, but also capital allocation.

Investing 52

Investing Investments Clients Portfolio 52

Brown Advisory

MAY 12, 2020

We have witnessed a host of macroeconomic, political and other events over the last five years since the launch of the Global Leaders strategy, not least of all the global COVID-19 pandemic. You often talk about portfolio managers being responsible for not just stock selection, but also capital allocation.

Investing 52

Investing Investments Clients Portfolio 52

Brown Advisory

MARCH 14, 2023

Still, even if the numbers aren’t moving, the sentiment is somewhat less favorable today than it was in November. Time/Long-Term We recently met with the management team of Intuitive Surgical (ISRG). Source: FactSet. Contribution to YTD Return Russell 1000 Growth Russell 1000 Value S&P 500 Index MSCI All Country World Top 5 4.7%

Clients 97

Clients Investing Investments Sales 97

Brown Advisory

SEPTEMBER 12, 2016

We have been working hard to fulfill this commitment over the past 15 months, enhancing our offerings in a number of areas. Dune Thorne, Erika Pagel and other portfolio managers at our firm are well-versed in helping clients consider possible paths for impact investing.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

SEPTEMBER 12, 2016

We have been working hard to fulfill this commitment over the past 15 months, enhancing our offerings in a number of areas. Dune Thorne, Erika Pagel and other portfolio managers at our firm are well-versed in helping clients consider possible paths for impact investing.

Portfolio 52

Portfolio Clients Investing Investments 52

The Irrelevant Investor

JULY 24, 2017

I said, "The only reason you hold 3% in gold is to placate your clients in the event gold goes on a run and you don't own it." There are plenty of reasons to put 3% of your portfolio in gold." He sounded very confident, but he was literally making up numbers. It's either 50% or 3%, which does nothing. " He was perturbed by this.

Financial Advisor 52

Financial Advisor Wealth Management Valuation Clients 52

Brown Advisory

JUNE 3, 2015

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. By Erika Pagel, Portfolio Manager, and James Stierhoff, Associate Analyst. An Expanding Toolkit.

Medical 52

Medical Portfolio Clients Banking 52

WiserAdvisor

APRIL 12, 2024

Determining the optimal number of clients for a financial advisor depends on various factors, including individual preferences, business models, and client demographics. There is compelling evidence suggesting that the cognitive capacities of humans may impose a natural limit on the number of client relationships one can effectively manage.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Brown Advisory

MARCH 14, 2023

Still, even if the numbers aren’t moving, the sentiment is somewhat less favorable today than it was in November. 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. Source: FactSet.

Clients 81

Clients Investments Investing Sales 81

Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. We try to avoid companies that, in our view, are excessively exposed to pressures out of their control.

Investments 52

Investments Investing Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. As a final note, we should mention that a number of our successful investments are not in the health care sector, but their growth has been partly propelled by health care drivers.

Investments 52

Investments Investing Medical Portfolio 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

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

MAY 31, 2017

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. large-cap managers have been able to beat the market consistently. These views should not be construed as investment research.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. large-cap managers have been able to beat the market consistently. These views should not be construed as investment research.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. All these numbers are as of June 16. It was almost the same number when I checked this on the 16th. 06:07 Meanwhile, they made some mistakes in their portfolio where they had a mismatch. 0:17 Ryan Kelley: Thanks.

Marketing 52

Marketing Marketing Banking Numbers 52