The Big Picture

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investing 148

Investing Investments Management Valuation 148

Validea

AUGUST 25, 2024

Zweig’s disciplined, numbers-driven approach allowed him to identify high-quality growth stocks while avoiding the pitfalls that often plague growth investors. Amalgamated Bank (AMAL) Amalgamated Bank is a mission-driven financial institution serving labor unions, nonprofits, and socially responsible businesses.

Valuation 52

Valuation Nonprofit Investing Investments 52

Brown Advisory

JUNE 1, 2023

This is achieved by investing in a concentrated portfolio of companies that, according to our analysis, generate durable levels of free cash flow, exhibit capital discipline and have attractive valuations. The number of ESG-focused funds has mushroomed to meet investor demand. Numbers may not total due to rounding.

Portfolio 52

Portfolio Valuation Investing Investments 52

Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. Treasury yield) were enough to meet or exceed a 5% spend rate.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. Treasury yield) were enough to meet or exceed a 5% spend rate.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

SEI

SEPTEMBER 17, 2022

So I don't know if we have a full quantification yet, because I think it'll be a dynamic, ongoing process, but I think as people monitor our expense numbers and start to look at that unit, you will start to see those expenses coming down. So every quarter you kind of mentioned that you recruited a certain number of advisors.

Clients 49

Clients Assets Banking Planning 49

The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. And it got to the point where there was the potential to do this nonprofit, like charitable bet. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half.

Management 130

Management Investing Investments Government 130