Brown Advisory

SEPTEMBER 6, 2022

Global Leaders Investment Letter: August 2022 mhannan Tue, 09/06/2022 - 10:48 Just want the PDF? Capital cycles appear when product shortages and subsequent high prices and rising return on invested capital (RoIC) are met by capital flowing into an industry to satiate the new demand. The key to this is analysis of the supply-side.

Investing 52

Investing Investments Insurance Ethics 52

Brown Advisory

JUNE 16, 2022

Global Leaders Investment Letter: June 2022 mhannan Thu, 06/16/2022 - 11:30 Just want the PDF? The great freeze on free money has arrived with a jolt as inflation cleaves through the global economy. We were fortunate enough to have Bill speak at one of our conferences in London (pre-Covid) and he is an exceptional human being.

Investing 52

Investing Investments Valuation Accounting 52

Brown Advisory

MAY 10, 2022

Elevating The "G" In ESG ajackson Tue, 05/10/2022 - 10:28 ESG research—the rapidly evolving field that seeks to add environmental, social and governance factors to the investment equation—has received an immense amount of focus in recent years, from every corner of the investment industry. What Are We Doing?

Government 52

Government Investing Investments Clients 52

The Big Picture

AUGUST 29, 2022

So, if you are remotely interested in passive investing, ETFs, indexing, or Vanguard and Jack Bogle, you will find this to be an absolutely fascinating conversation. That’s how good the economy was. How did the expertise in ETFs and passive investing come about? And so, I was doing that in 2000, 2002, 2003, 2004.

Assets 164

Assets Management Marketing Marketing 164