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They All Have One Thing In Common

The Irrelevant Investor

All of the great investors, from Seth Klarman and Howard Marks to Warren Buffett and Phil Fisher, have one thing in common- their ability to clearly communicate their philosophy. Jack Bogle rightfully gets all the credit for creating the index fund, but he's very underrated when it comes to his ability to effectively communicate.

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Anchoring Expectations

Brown Advisory

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Therefore, it is essential that we structure client portfolios to be tax efficient. We cannot control the first two forces.

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From our CEO: How We Help Clients Build Sustainable Portfolios

Brown Advisory

31, 2009, proving that attractive investment returns can be achieved by focusing on companies that manifest Environmental Business Advantage™. We also launched two sustainable fixed income strategies—a core portfolio and a tax-exempt portfolio— during the past year. They are intended for the sole use of the addressee.

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From our CEO: How We Help Clients Build Sustainable Portfolios

Brown Advisory

31, 2009, proving that attractive investment returns can be achieved by focusing on companies that manifest Environmental Business Advantage™. We also launched two sustainable fixed income strategies—a core portfolio and a tax-exempt portfolio— during the past year. They are intended for the sole use of the addressee.

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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. This communication and any accompanying documents are confidential and privileged.

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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. This communication and any accompanying documents are confidential and privileged.

Food 52
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Investment Perspectives | Cool Change

Brown Advisory

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.