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Conversation with the PortfolioManager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Second, we keep a keen eye on valuation.
Conversation with the PortfolioManager: Mid-Cap Growth Strategy. While both mid-cap portfoliomanagers believe their experience gives them an advantage, other factors set them apart as well. While valuation is critical to our approach, it occurs near the end of our process. Second, we keep a keen eye on valuation.
00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself. One, one of those big winners has been Cosmos Pharmaceutical, which is a discount drug store and food store and Southern Japan and 00:53:14 Their sg NA to sales, something like 14 or 15%. Cell phone service had stopped.
And I think what I’m trying to imply is there’s a lot of informational value that’s already held within the valuations where these equities are trading that you can calculate, you know, a sense of the implied market probability of success for an opportunity for a company. There, 00:10:35 [Speaker Changed] There is.
Everybody wants to sell a company when they get a good valuation. Obviously, profits, very important to company valuation — BERNSTEIN: Absolutely. The other thing we do, Barry, is we group valuation as a sentiment indicator. So we do a lot of valuation work. BERNSTEIN: Correct. RITHOLTZ: Right. BERNSTEIN: Yes.
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 portfoliomanagers across four, four or five investment firms.
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