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Reflections for Five Years of Global Leaders

Brown Advisory

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. 6th Edition, 2015. “We

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Reflections for Five Years of Global Leaders

Brown Advisory

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. We call this the win-win.”.

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Investment Perspectives - The Great Debate

Brown Advisory

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

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Investment Perspectives - The Great Debate

Brown Advisory

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. Manager Characteristics. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). Some want to achieve impact; others want to align their portfolio with their values; others simply want to gather better information to drive better decisions.

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). Some want to achieve impact; others want to align their portfolio with their values; others simply want to gather better information to drive better decisions.

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Transcript: Julian Salisbury, GS

The Big Picture

And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business. ADVERTISEMENT) RITHOLTZ: Tell us a little bit about what the Goldman Sachs asset and wealth management business is like. SALISBURY: At the simplest level we manage money for our clients.

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