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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. Q: Can you describe your investment process?

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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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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. Let me give you some background on Morningstar Managed Portfolios. RITHOLTZ: Sure.

Portfolio 130
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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. In many clients’ portfolios we have eliminated our overweight position in U.S. Impact on U.S. Impact on U.S.

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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Rude Awakening

Brown Advisory

million in 2006, inhibiting demand and economic growth, according to the Krueger report. Meanwhile, tax revenues have declined to about 12% of GNP from more than 15% before 2006, the Krueger report said. The hazards of appropriation bonds underscore the value of a bottom-up approach to building a municipal bond portfolio.