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Global Leaders Investment Letter: August 2022

Brown Advisory

The expected competitive forces don’t materialise, and we believe that superior economics can be maintained for a lot longer than our standard microeconomics mean-reversion frameworks would suggest. Behavioural economics has a lot to say about these cycles, we will come back to this another time. specialty insurer Hiscox.

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Raising Women's Voices Webinar Series

Brown Advisory

In an effort to understand what is happening on the ground—including the social and economic fallout—and learn how we might help, we convened this timely conversation with two ardent and insightful women’s advocates. Speakers: Harbeen Arora, Ph.D. She is now an opinion columnist at The Washington Post.

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Raising Women's Voices Webinar Series

Brown Advisory

Headlines have been replete with the additional economic challenges that the pandemic has wrought for women. In an effort to understand what is happening on the ground—including the social and economic fallout—and learn how we might help, we convened this timely conversation with two ardent and insightful women’s advocates.

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Elevating The "G" In ESG

Brown Advisory

Corporate governance has tended to evolve in waves in recent history, with each wave a response to major disruptions in market or economic conditions. The Sarbanes-Oxley Act of 2002 elevated debates around corporate responsibility and enhanced the integrity of financial reporting.

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Top Founder’s Family Managed Companies in India!

Trade Brains

Even those that are not listed create significant economic value and employment. At the time of his death in 2002, Reliance was already a conglomerate having its business in the Oil and Gas, Refining, petrochemical, Electricity, Telecom, and Financial services industries. In 1973 the company was renamed Reliance Industries.

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Global Leaders Investment Letter: June 2022

Brown Advisory

Specifically, economics has a half-life of 9.4 For now, we remain very careful before making any changes, just as we were when rates were falling, but we are cognizant that there is a half-life to our DCF assumptions and we remain open minded to updating them given changing economic circumstances. GAAP in 2002 7.

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Transcript: Eric Balchunas

The Big Picture

And in order to graduate from Cook you had to have at least a minor that was related, and I thought — I took an econ class and I kind of liked it, so I minored in environmental economics. I — because obviously, I’m like journalism, economics, I’m in Rutgers. And so, I was doing that in 2000, 2002, 2003, 2004.

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