Numbers Portfolio Management White Paper 
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.
Inside Information
DECEMBER 26, 2023
He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. This white paper is an echo of Hurley’s original forecasts. Which means?
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Investment Writing
NOVEMBER 20, 2024
For example, “A number of good things happened last year, but let’s first get the bad news out of the way,” he says on page 3 of his 2012 shareholder letter (PDF). Yet the report is widely discussed by sophisticated financial professionals. I’ve never heard anyone call Warren Buffet dumb because of the way he writes.
Brown Advisory
JUNE 21, 2017
This assertion is open to debate and in fact has been refuted by various studies, but it gives some investors pause when considering active managers for their portfolios. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.
Brown Advisory
JUNE 21, 2017
This assertion is open to debate and in fact has been refuted by various studies, but it gives some investors pause when considering active managers for their portfolios. Manager Characteristics. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.
Brown Advisory
SEPTEMBER 22, 2017
Of the 20 academic studies referenced, half reported a positive effect of ESG factors on portfolio performance, three reported negative effects, and the rest were neutral. The Journal of Portfolio Management 40(2): 18-29. Deutsche Asset & Wealth Management White Paper. Journal of Portfolio Management.
Brown Advisory
SEPTEMBER 22, 2017
Of the 20 academic studies referenced, half reported a positive effect of ESG factors on portfolio performance, three reported negative effects, and the rest were neutral. The Journal of Portfolio Management 40(2): 18-29. Deutsche Asset & Wealth Management White Paper. Journal of Portfolio Management.
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