A Wealth of Common Sense

AUGUST 14, 2023

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies.

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Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: 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.

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Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers 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.

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Validea

NOVEMBER 9, 2024

Using arbitrary factors like social media sentiment to make investment decisions lacks logical foundation, while focusing on fundamentals like valuations or systematic patterns follows clear economic rationale. Logical Framework : The underlying reasoning must be sound, with clear connections between inputs and outputs.

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The Irrelevant Investor

AUGUST 13, 2023

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies.

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Advisor Perspectives

JANUARY 31, 2025

In the report, Portfolio Managers Andy Acker and Dan Lyons explain the reasons for healthcare’s recent underperformance and why they believe valuations are now disconnected from the sector’s long-term prospects.

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Advisor Perspectives

JUNE 14, 2024

GMO’s Small Cap Quality portfolio managers, Hassan Chowdhry and James Mendelson, discussed why small cap valuations are attractive today and why they believe using quality is a better way of investing in the asset class.

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The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. But there’s always gotta be some element of the valuation really being compelling.

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Validea

SEPTEMBER 16, 2022

We discuss his systematic macro process and how he applies it to managing his personal portfolio. We also get his take on the future of the 60-40 portfolio, managing money in an inflationary environment, the use of valuation in investing and a lot more. Listen on Apple. Listen/Watch on Spotify. Watch on YouTube.

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Advisor Perspectives

DECEMBER 1, 2023

In the wake of recent underperformance, healthcare is entering the new year with compressed valuations just as innovation picks up and a post-COVID reset winds down. That should make for a positive outlook, says Janus Henderson Portfolio Managers Andy Acker and Dan Lyons.

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Advisor Perspectives

MAY 17, 2024

Global Property Equities portfolio managers Greg Kuhl, Guy Barnard and Tim Gibson discuss the current attractive relative valuation opportunity and merits of residential REITs.

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Validea

AUGUST 31, 2023

In this episode, we speak with Comgest portfolio manager Alistair Wittet We discuss his approach for building a focused portfolio of high-quality European growth companies and the most important criteria he looks at.

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Validea

AUGUST 26, 2022

As many high-flying stocks are derated and investors jump ship due to stagflation fears, value stocks will be in favor, says Douglas Maple-Brown of Maple-Brown Abbott, adding that valuations still have a ways to fall. Lobb also noted that valuation de-ratings are not earnings de-ratings, the article reports.

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Carson Wealth

JANUARY 16, 2024

mega-cap stocks in 2023, we saw increased market breadth and valuations likely continuing, potentially supporting small- and mid-cap stocks. although valuations should help international markets see reasonable gains as well. Balanced Portfolio Trends of the past may continue or could suddenly reverse.

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The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. Jeremy’s never really been a portfolio manager.

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The Big Picture

MARCH 20, 2024

Portfolio management was a lot less evidence-based than it is today. Barry Ritholtz : So let’s break that into two halves, starting with valuation. Explain why P/E isn’t the best way to measure valuation. For most of the last century, investing was a lot more art than science.

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Validea

OCTOBER 17, 2022

With over 40 million customers, MercadoLibre also has a brand-name reputation that makes them attractive to investors, including top portfolio managers such as Herve van Caloen of the Mercator International Opportunity fund and Mark Baribeau of Jennison Associates.

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Validea

FEBRUARY 10, 2023

Shifting out of equities and into bonds may be the direction investors want to go, since equity valuations are still expensive, contends Ian Harnett, a chief investment strategist at Absolute Strategy Research. and at Japan, where the yen’s low valuation and the reopening of the economy could prove a winning investment.

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Brown Advisory

SEPTEMBER 11, 2016

By Adi Padva, Equity Research Analyst ⚑ Equities Private Credit Outshines Many High-Valuation Stocks, Bonds Private credit occupies a sweet spot on the investment landscape, offering earlier distributions than private equity and higher yields than most publicly traded securities.

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Brown Advisory

SEPTEMBER 11, 2016

Equities Private Credit Outshines Many High-Valuation Stocks, Bonds. By Meera Patel, CFA, Director of Private Equity Fund Research and Jane Korhonen, CFA, Portfolio Manager ? Alternative Investments Proposed Tax Law Changes Prompt Estate Planning Review.

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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. And how do we think about them from a valuation perspective? NORTON: Yeah. NORTON: Yeah.

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Validea

JUNE 27, 2023

In an article from Royce Investment Partners , portfolio managers Jim Stoeffel, Brendan Hartman, Jim Harvey, and Kavitha Venkatraman shared where they believe the best opportunities for long-term investments in small-caps are.

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Brown Advisory

APRIL 12, 2023

Large-Cap Sustainable Growth Strategy: Reporting on the impact of our investment decisions 2022 ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

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Brown Advisory

APRIL 12, 2023

2022 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

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The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. You have 13 portfolio managers plus including you and Carl.

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Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

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Brown Advisory

APRIL 18, 2018

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. This makes ratios like the P/E ratio dangerous as a valuation tool. Wed, 04/18/2018 - 11:03.

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Brown Advisory

NOVEMBER 29, 2022

Brown Advisory considers climate change risks and opportunities across both our institutional “single-strategy” solutions—our long-only equity and fixed income strategies—and our “advisory” solutions for broadly overseeing an entire multiasset investment portfolio for individuals, families, endowments and foundations. Sincerely, .

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Truemind Capital

MAY 19, 2020

Smart investors are very careful about market valuations (prices) and investor behaviour. The chart below illustrates that the smart money enters when valuations are low and the majority of the investors aren’t looking at that asset class or security. For common investors, arriving at a fair value of any stock could be very tricky.

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Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Unsurprisingly, as volume has increased, so have valuations. Possible Signs.

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Brown Advisory

JUNE 3, 2015

equity market: A comparatively quick interest rate increase counteracts the benefit from stronger economic growth, impairing profitability and valuations. Concern about future economic growth undermines valuations. equities in many client portfolios for the past four years. Impact on U.S. Impact on U.S. Impact on U.S.

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Brown Advisory

NOVEMBER 29, 2022

Brown Advisory considers climate change risks and opportunities across both our institutional “single-strategy” solutions—our long-only equity and fixed income strategies—and our “advisory” solutions for broadly overseeing an entire multiasset investment portfolio for individuals, families, endowments and foundations.

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Brown Advisory

DECEMBER 18, 2017

Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Our process was developed and refined by the team that manages our Large- Cap Sustainable Growth Strategy—Portfolio Managers Karina Funk and David Powell, and ESG Research Analyst Emily Dwyer.

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Brown Advisory

DECEMBER 18, 2017

Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Our process was developed and refined by the team that manages our Large- Cap Sustainable Growth Strategy—Portfolio Managers Karina Funk and David Powell, and ESG Research Analyst Emily Dwyer. Emily Dwyer.

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Brown Advisory

FEBRUARY 21, 2022

The global equity universe offers a broad range of investment opportunities, allowing portfolio managers to be highly selective and pick quality businesses, unconstrained by geography or index composition. A differentiated approach to valuation. . Global Equity Investing: Focusing on Global Leaders. Mon, 02/21/2022 - 08:13.

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The Irrelevant Investor

JULY 24, 2017

First, active management gets killed for its high fees and lousy performance, which I think is mostly fair, but the other side of the coin is that the people who directed money into these funds, lousy financial advisors, get a pass. And while the value of an advisor goes beyond portfolio management, being competent is table stakes.

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The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. I’m gonna hold it in my portfolio. It pushes valuations higher over time.

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