Conversation with the Portfolio Manager: Mid-Cap Growth Strategy
Brown Advisory
SEPTEMBER 20, 2017
In early 2006, he took over the small-cap initiative at Brown Advisory, pioneering the current approach. While valuation is critical to our approach, it occurs near the end of our process. A: One is Cogent Communications (CCOI). Second, we keep a keen eye on valuation. We target position sizes between 0.5
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