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BUSINESS
By Jamie Smith Hopkins, The Baltimore Sun | July 22, 2011
A Virginia firm said Friday that it purchased six rental complexes in Woodlawn for $190 million and intends to spend close to $8 million more to renovate the 1,984 units. The Norfolk-based Harbor Group International purchased the 808-unit Crosswinds at Rolling Road, the 92-unit Diamond Ridge, the 270-unit Glens at Rolling Road, the 264-unit Granite Run, the 280-unit Rolling Wind and the 270-unit Stratton Meadows. The acquisition, from an affiliate of Sawyer Realty Holdings, brings to more than 3,300 the number of rental units Harbor Group owns in the Baltimore area.
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BUSINESS
By Natalie Sherman | June 3, 2014
The chief investment officer and chairman of T. Rowe Price will step down next year as portfolio manager of one of the company's biggest investment funds. Brian C. Rogers, who has managed the Equity Income Fund since its start in 1985, will remain with T. Rowe in his capacity as CIO and chairman of the board of directors, the firm said in a news release. He is also stepping down as co-portfolio manager of the Institutional Large-Cap Value Fund. “While he is not retiring, in reflecting on this milestone he has decided this will be an opportune time to hand over his portfolio management responsibilities,” the company said in a press release.
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BUSINESS
By Natalie Sherman | June 3, 2014
The chief investment officer and chairman of T. Rowe Price will step down next year as portfolio manager of one of the company's biggest investment funds. Brian C. Rogers, who has managed the Equity Income Fund since its start in 1985, will remain with T. Rowe in his capacity as CIO and chairman of the board of directors, the firm said in a news release. He is also stepping down as co-portfolio manager of the Institutional Large-Cap Value Fund. “While he is not retiring, in reflecting on this milestone he has decided this will be an opportune time to hand over his portfolio management responsibilities,” the company said in a press release.
NEWS
By Liz Bowie, The Baltimore Sun | May 25, 2014
Like many artists before her, Lisa Su has found inspiration from the intricate patterns and textures found in nature: the red seeds from the inside of a pomegranate, barnacles adhering to a rock. Yet the materials she uses are not beautiful or intricate. They are the stuff we throw away: old newspapers, egg shells, plastic bags, pencil shavings and light bulbs. Su's work, which ranges from the realistic bust of her friend to the abstract paper pulp sculpture that is reminiscent of barnacles, has earned her recognition as one of the top high school visual artists in the nation.
BUSINESS
By Eileen Ambrose, The Baltimore Sun | August 28, 2013
Timothy E. Parker, manager of T. Rowe Price's New Era Fund who had announced earlier this year he would be leaving, has decided to remain with the Baltimore-based money manager, the company said. As previously announced, Parker still will step down as manager of the $4.3 billion fund by the end of September and be replaced by Shawn T. Driscoll. In Parker's new role, he will focus on small-cap and mid-cap natural resources investments and work with other portfolio managers, the company said.
NEWS
By Mary Maushard and Mary Maushard,Staff Writer | November 23, 1992
Joppa View Elementary School in Perry Hall has been looking at alternatives to standard grades since the school opened three years ago.The result: an assessment based on a portfolio of a student's work, a checklist of appropriate skills and behaviors and two mandatory parent-student-teacher conferences.The portfolio is a collection of a student's work, kept in a folder in the classroom.The student can put anything he wants into the folder; the teacher also contributes examples of the student's work.
BUSINESS
By EILEEN AMBROSE | May 11, 2003
THE RETIREES who have been the most successful weathering three years of a bear market are those who maintain a well-diversified portfolio and have controlled their spending, according to T. Rowe Price Associates. Sounds simple, but it hasn't been easy for all retirees to do. The Baltimore investment firm also reports that some retirees have felt the pain of aggressive investing and heavy spending, and have changed their behavior to avoid the risk of outliving their money. The findings are based on what Price has learned since the launch of its Retirement Income Manager in October 1999.
BUSINESS
By JULIUS WESTHEIMER | July 27, 2001
"IF CAUTION is your watchword, look at stocks that are positioned to stay strong in a weak market," says the cover story, "What's Safe Now," in Bloomberg Personal Finance, September. "Given the long winning stock market streaks (now snapped) and the economy (not yet snapped), the slowing momentum in both and the still-high valuations in the stock market, it's no wonder experienced investors feel cautious. "People with long memories want to devote a portion of their portfolios to defensive measures - choosing stocks that tend to hold up well when the stock market goes sour.
BUSINESS
By EILEEN AMBROSE and EILEEN AMBROSE,eileen.ambrose@baltsun.com | January 6, 2009
Last year was brutal for investors, but probably more so if you're a new retiree. Your nest egg could be significantly smaller today, just when you're starting to tap it. But before you get too discouraged and conclude that you'll have to go back to work, it's time to take a look at where you stand. Kirk Kinder, a financial planner in Bel Air, has been doing just that for some of his retired clients who lost 10 percent to 18 percent in their portfolios last year. These retirees, who usually make modest yearly withdrawals from their portfolios, will not have to change their lifestyle even after going through the worst stock market since the Depression, he says.
BUSINESS
By CHARLES JAFFE | November 13, 2005
The baseball season ended last month. Football is at midseason, hockey has returned and the basketball season just started. But mutual funds season runs all year long. And for investors trying to get a better handle on choosing and managing an investment portfolio, here's an idea that is long overdue: fantasy mutual fund leagues. Sure it's quirky, but so is the Fantasy Fashion League (fantasyfashionleague.com), where players score points based on the actions of famous designers and celebrities.
BUSINESS
By Jamie Smith Hopkins, The Baltimore Sun | April 24, 2014
Baltimore money manager T. Rowe Price said Thursday that net income rose nearly 26 percent in the first three months of the year, compared with a year earlier, and customers added money to portfolios rather than taking cash out — reversing an unusual trend in 2013. The company reported $304.3 million in net income during the first quarter, up from $241.9 million during the year-ago quarter. Total revenue rose 17 percent, to $954.6 million. That performance was fueled by rising investment advisory revenue, thanks to market gains and more money flowing in from clients.
BUSINESS
By Eileen Ambrose, The Baltimore Sun | September 16, 2013
A decade ago, Taymour Tamaddon was an MBA. student with a background in physics trying to convince Baltimore-based money manager T. Rowe Price to hire him as an intern. Not only did Price give him the internship and hire him later as a health care analyst, but six months ago the company chose Tamaddon to head up the Health Sciences Fund, one of the firm's top-performing funds with $7.4 billion in assets. "It's overwhelming, as you can imagine. Exciting, challenging," he said.
BUSINESS
By Eileen Ambrose, The Baltimore Sun | August 28, 2013
Timothy E. Parker, manager of T. Rowe Price's New Era Fund who had announced earlier this year he would be leaving, has decided to remain with the Baltimore-based money manager, the company said. As previously announced, Parker still will step down as manager of the $4.3 billion fund by the end of September and be replaced by Shawn T. Driscoll. In Parker's new role, he will focus on small-cap and mid-cap natural resources investments and work with other portfolio managers, the company said.
NEWS
By Frederick N. Rasmussen, The Baltimore Sun | August 22, 2013
John H. "Jack" Laporte Jr., a highly regarded T. Rowe Price portfolio manager who was also a philanthropist and one of the minority owners of the Orioles, died Aug. 12 of complications from lymphoma at his Ruxton home. He was 68. "Jack was one of the great investors of our era, and you never heard that from him. He never talked about it. He was a modest, cultural pillar of our company and a true gentleman," said Brian C. Rogers, T. Rowe Price's chairman and chief investment officer.
BUSINESS
By Eileen Ambrose, The Baltimore Sun | May 27, 2013
T. Rowe Price has a reputation as a place where portfolio managers can spend their entire careers. But over 12 weeks this year, three fund managers left the Baltimore-based investment company or announced plans to do so. Two left suddenly, with a star manager taking two top analysts along. That's high turnover for any fund company, but particularly at Price, where the average tenure of a fund manager at the firm is 15 years. "It's out of character," said Laura Lallos, an analyst with Chicago-based Morningstar Inc., which tracks funds.
NEWS
By George Liebmann | July 9, 2012
There are serious clouds over the Maryland State Retirement and Pension System and the way the O'Malley administration has managed it. Consider the following: 1. The rate of return in the year ending March 31 was 3.18 percent, and the rate of return over the previous 10-year period was 5.40 percent, nowhere near the 7.75 percent projected by fund managers. 2. The fund's asset allocation targets are 36 percent public equity, 10 percent fixed income, 2 percent cash, and 52 percent "alternative investments" (10 percent private equity, 10 percent "credit/debt strategies," 10 percent real estate, 15 percent "real return" and 7 percent "absolute return")
BUSINESS
By JULIUS WESTHEIMER | April 7, 2000
How do you select your mutual funds? "You're busy. You don't have time to slog through research on all 10,945 mutual funds," says Family Money. "If you choose the `hottest' funds, you could run into trouble. Without warning, today's stars can turn into tomorrow's has-beens. Buy solid, long-term performers from several categories, so your portfolio is well diversified." COLLEGE CASH: "As your child gets older, your college savings portfolio must evolve -- fewer stocks, the rest in bonds and cash.
BUSINESS
By JANE BRYANT QUINN | July 1, 1996
NEW YORK -- HAVE you looked at a chart of the Dow Jones industrial average since mid-1995? It traces a parabolic curve, says market analyst Joseph Granville.These curves rise at an angle that's increasingly violent and steep. They often show up in the price of individual stocks, but you rarely see them in a general market average.Which may be a relief, considering the aftermath of earlier parabolics. Japan's "bubble market" of 1988-1989 eventually surrendered 63 percent of its value. When the gold price broke in 1980, the bottom turned out to be 47 percent down.
EXPLORE
September 13, 2011
St. John Properties, a Baltimore-based real estate development and management company, has promoted Lori Rice to vice president and controller. The Catonsville resident has worked for the company since 2000. She will continue overseeing the company's accounting and financial reporting activities of the firm's commercial office, retail and warehouse real estate portfolio, which consists of more than 15 million square feet of space. Rice earned her Bachelor of Science in accounting from Mount St. Mary's College, in Emmitsburg, and is a certified public accountant.
BUSINESS
By Eileen Ambrose, The Baltimore Sun | August 6, 2011
Think about how you have been feeling about your portfolio lately. Were you unfazed by the debt-ceiling debate in Congress that brought the country to the brink of default or by the stock market sell-off that followed last week? Did you figure these were just blips, and will have little or no impact on your investments in the long run? Or were you so afraid of losing money that you couldn't sleep and were tempted to — or actually did — move your money out of the markets to wait out the political impasse?
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