Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 1, 2023

Many companies that are traditionally perceived as ‘value stocks’, such as energy and financial services, do not typically fit the traditional mold of an ESG investment and have often been overlooked. Michael Poggi, CFA Mike is the portfolio manager for the Large-Cap Sustainable Value Strategy.

Portfolio 52

Portfolio Valuation Investing Investments 52

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. 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. You have to finish the three years. I finished the three years. I qualified the following week.

Assets 286

Assets Clients Investing Investments 286