Trade Brains

OCTOBER 22, 2023

The company’s operations are divided into two main segments: Sugar & allied businesses, which involve making sugar and distilling alcohol, and the Engineering business, which includes manufacturing high-speed gears, and gearboxes, and offering water/wastewater treatment solutions. Stock P/E 52.22

Engineering 97

Engineering Retail Manufacturing Investments 97

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. You have 13 portfolio managers plus including you and Carl. Since then, it’s grown to about $7 billion.

Healthcare 162

Healthcare Portfolio Management Investments 162

Trade Brains

JULY 10, 2024

It helps in diversifying portfolios, managing risks, and aligning investments with emerging trends like technology or green energy. It covers the entire ecosystem, from EV manufacturing to charging infrastructure and battery production. Stocks are weighted by their free-float market capitalization.

Healthcare 52

Healthcare Manufacturing Distribution Financial Services 52

Carson Wealth

JANUARY 2, 2024

Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Carson Wealth

JANUARY 16, 2024

Our LEI places less emphasis on manufacturing and business sentiment and more on consumer spending, which makes up roughly two-thirds of the economy, than some widely followed LEIs. high technology manufacturing base in the last year has been extraordinary. In addition, the investment in the U.S.

Investments 96

Investments Investing Marketing Marketing 96

Brown Advisory

SEPTEMBER 3, 2015

Here are two companies in our managers’ portfolios that we believe can weather the short-term turbulence and excel long term: From media to fashion to tourism, South Korean companies have ridden the rise of middle-income Chinese. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. 1, 2008, until Dec. Rude Awakening.

Insurance 52

Insurance Portfolio Management Clients Government 52

David Nelson

NOVEMBER 28, 2022

The Wall Street Journal is reporting that (AAPL) could see a 6 million iPhone Pro shortfall as unrest spreads throughout China’s manufacturing centers. Many are calling the crackdowns the largest since the Tiananmen Square protests in 1989.

Marketing 52

Marketing Marketing Portfolio Management Manufacturing 52

Brown Advisory

AUGUST 24, 2023

In this impact report for our Global Leaders Strategy, Portfolio Managers Mick Dillon and Bertie Thomson reflect on the past year. MORE ON THIS TOPIC Global Leaders Strategy: Reporting on the impact of our investment decisions We believe our investments generate a wide variety of positive impacts.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

In this impact report for our Global Leaders Strategy, Portfolio Managers Mick Dillon and Berite Thomson reflect on the past year. MORE ON THIS TOPIC Global Leaders Strategy: Reporting on the impact of our investment decisions We believe our investments generate a wide variety of positive impacts.

Economy 52

Economy Portfolio Management Clients Portfolio 52

The Big Picture

JANUARY 16, 2024

I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period. ’cause eventually you were running that for a few Cathy Marcus : 00:05:56 [Speaker Changed] Years.

Assets 264

Assets Investments Investing Management 264

The Big Picture

DECEMBER 6, 2022

But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. We have our portfolio management team, our portfolio administration team, just to make sure in terms of liquidity capacity of the strategy make sense. BERRUGA: Yeah.

Clients 162

Clients Investments Investing Management 162

Brown Advisory

SEPTEMBER 1, 2015

TreeHouse Foods, the largest manufacturer of foods carrying the brand names of supermarket chains, is a small-cap stock that is flourishing as consumers increasingly prefer small, niche brands over large producers with long-established labels. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening.

Food 52

Food Portfolio Management Sales Strategic Planning 52

Carson Wealth

AUGUST 21, 2023

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Four positive stories on the manufacturing front are tailwinds for the economy. The economy has surprised to the upside and stocks had one of their best starts to a year. Inflation was up just 1.9%

Marketing 52

Marketing Marketing Economy Retail 52

Brown Advisory

SEPTEMBER 22, 2017

Second, they lower their own costs materially, thereby improving margins, by becoming productivity leaders through innovative manufacturing, distribution, or other strategies. Nor are the examples we offered ideal, as ARM and Cavium outsource their manufacturing. The Journal of Portfolio Management 40(2): 18-29.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Second, they lower their own costs materially, thereby improving margins, by becoming productivity leaders through innovative manufacturing, distribution, or other strategies. Nor are the examples we offered ideal, as ARM and Cavium outsource their manufacturing. The Journal of Portfolio Management 40(2): 18-29.

Portfolio 52

Portfolio Investing Investments Management 52

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.

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. Healthy Returns: Sustainable Investing in the Health Care Sector. Mon, 10/28/2019 - 14:59.

Investments 52

Investments Investing Medical Portfolio 52

Brown Advisory

SEPTEMBER 3, 2015

We also expect that earnings will rise at Atlas Copco, a Sweden-based manufacturer of industrial tools and equipment, and other companies tied to Europe’s recovering industrial sector. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening.

Economy 40

Economy Economics Asset Allocation Banking 40

The Big Picture

FEBRUARY 28, 2023

You know, when I was a kid, my dad ran a manufacturing facility, and I remember being with him on the floor, you know, at the manager’s window or whatever, and him walked around that floor. You know, we talked a little bit about our Colorado campus and how we’ve created a field.

Clients 147

Clients Investments Investing Assets 147

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. 0:17 Ryan Kelley: Thanks.

Marketing 52

Marketing Marketing Banking Numbers 52

Brown Advisory

AUGUST 14, 2023

Our technology investments range from semiconductor design and manufacturing to vertical market software and we believe these have very different long-term economic drivers and ways of capturing value which is precisely what we seek. We are an all-sector, all-country investment strategy.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

DECEMBER 14, 2023

BBC ) • ‘Bidenomics’ is a big hit — outside the US : The president’s signature climate law, with its massive subsidies and push for domestic manufacturing, has leaders across the UK, Australia and Europe scrambling to follow suit. How did our ancestors cope? ( But American voters seem unimpressed.

Portfolio Management 130

Portfolio Management Management Manufacturing Assets 130

MarketWatch

JUNE 18, 2023

Bearish portfolio managers have been “hedging their positions because they don’t want to miss out on the AI frenzy,” which has helped to juice the recent rally in stocks, said Eric Sterner, chief investment officer at Apollon Wealth Management, which manages $3.9 The average performances for each month is -0.3%

Marketing 75

Marketing Marketing Economics Management 75

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. I think that Ford is the world’s largest commercial vehicle manufacturer, will find its footing in EVs and come out with some pretty spectacular things.

Investments 130

Investments Investing Assets Insurance 130

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. You’ve seen job losses in goods producing sectors, manufacturing, auto, construction. Manufacturing seems to be bottoming with ISM where it is right now. Tell us a little bit about your research.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

OCTOBER 26, 2021

Our due diligence process is built on Brown Advisory’s small-cap heritage, a solid foundation developed over the 15 years of experience in the space, and implemented by a large team of analysts and portfolio managers. Catalent is a quintessential example. However, that was not the entire story.

Manufacturing 52

Manufacturing Investments Investing Communication 52

The Big Picture

OCTOBER 8, 2024

I was an analyst there for two years and then when a opportunity opened up for an internal promotion to portfolio manager in the beginning of 2017, they, they promoted me to that seat. When you’re an analyst, they’re training you to do the portfolio manager’s job.

Healthcare 147

Healthcare Medicine Portfolio Investments 147

Sara Grillo

NOVEMBER 14, 2022

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not. Are commissions bad?

Insurance 59

Insurance Retirement Financial Advisor License 59

The Big Picture

SEPTEMBER 26, 2023

I think the reason I say should and not would is because we also have stimulation by the Biden administration in the form of infrastructure bills, in the form of green manufacturing capabilities, reshoring of certain types of manufacturing. And that’s stimulative. So I, I think that’s, that’s advice number one.

Banking 130

Banking Investments Investing Clients 130

The Big Picture

JULY 11, 2023

JOHNSON: And so, and the manufacturer had less power. So she wants her portfolio managed that way. You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right. And honestly, actually to the person who deals directly with the client, to the financial advisor themselves.

Management 222

Management Investments Investing Assets 222

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Carson Wealth

APRIL 4, 2025

But how do you do that without completely retooling your economy towards consumption instead of manufacturing? On one hand, the goal is to bring back manufacturing to the US. Does Nike reshore all their manufacturing facilities, and what do they do with the ones abroad? This is the problem with focusing on bilateral trade.

Manufacturing 106

Manufacturing Portfolio Assets Investments 106

Carson Wealth

DECEMBER 23, 2024

For one thing, PCE inflation is elevated right now because of lagging shelter data and financial services (thanks to portfolio management services inflation driven by higher stock prices). This is quite confounding. Powell did say they wont overreact to a couple of months of inflation prints but it seems like theyve done exactly that.

Marketing 72

Marketing Marketing Economy Economics 72

The Big Picture

MAY 21, 2024

So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter. Whereas in 1980, 70% of it was manufacturing asset intensive, et cetera.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

Marketing 147

Marketing Marketing Investments Investing 147

The Big Picture

MARCH 14, 2023

And so that makes it more difficult for them to manage portfolios like they used to. You know, it used to be that the financial advisor was also a portfolio manager. The role that we play for a lot of financial advisors is that kind of portfolio manager, almost an outsourced CIO, if you will. BERNSTEIN: Yes.

Economy 162

Economy Investments Investing Portfolio 162

The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. I must have worked for 30, 40 portfolio managers across four, four or five investment firms.

Engineering 130

Engineering Numbers Investments Investing 130