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. It continues to emerge.
David Nelson
FEBRUARY 27, 2023
– Raphael Bostic We’re not even one year into the hiking cycle so likely not enough time for the medicine to work. Come July portfolio managers will shift their focus to 2024 and the 12 month look ahead for earnings which should look a lot better than 2023.
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Trade Brains
JULY 24, 2023
It is also involved in other businesses like alternate investment funds, offshore business, the National Pension Scheme (NPS), and Portfolio Management Services (PMS) Financials Of UTI AMC: CMP ₹ 817 Market Cap (Cr.) ₹ 10,348 EPS ₹ 33.4 Stock P/E 24.6 ROCE 17.3%
Inside Information
MARCH 29, 2023
The reaction to the online portfolio management solutions (aka the “robos”) generated the same kind of existential chill down the spine that the newfangled software thing did back in the day; people were once again fearful that a computer would replace them. Real advisors didn’t need that fancy stuff.
The Big Picture
OCTOBER 24, 2022
She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. In fact, we originally started analyzing our portfolios for inflation. NORTON: Yeah. NORTON: Yeah.
Brown Advisory
SEPTEMBER 11, 2016
There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. versus 1.9
Brown Advisory
SEPTEMBER 11, 2016
There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. versus 1.9
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