Remove 2006 Remove Economy Remove Portfolio Management Remove Valuation
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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Second, we keep a keen eye on valuation.

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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. Chris and George are both seasoned managers - each with over 16 years of experience – but with complementary backgrounds. In early 2006, he took over the small-cap initiative at Brown Advisory, pioneering the current approach. Wed, 09/20/2017 - 16:43.

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The Advisory | June 2015

Brown Advisory

Federal Reserve policymakers forecast that they will likely start tightening this year for the first time since 2006, bringing an end to record liquidity, even as central banks from Europe to Japan push unprecedented stimulus. After the 1929 stock market crash and banking crisis, the economy by the mid-1930s appeared to be rebounding.

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Transcript: Marta Norton

The Big Picture

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. NORTON: So 2005-2006 timeframe. And how do we think about them from a valuation perspective?

Portfolio 130
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Rude Awakening

Brown Advisory

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Consider this scenario: An economy is shrinking, government debt is ballooning and emigration is eroding the workforce. Moreover, emigration has reduced the population to about 3.5

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Transcript: Jawad Mian

The Big Picture

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. MIAN: Valuations are ebb and flow.

Marketing 130
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Off the Beaten Trail

Brown Advisory

Turbulence in various stock markets will probably persist in 2016 as global growth slows because of weakness in emerging economies including China, a leading engine for the world economy during the past decade. The world economy is on pace to grow 3.1% 2 economy, grew 7.3% It would be the Fed’s first increase since 2006.

Economy 52