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Investment Perspectives | Cool Change

Brown Advisory

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

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Investment Perspectives | Cool Change

Brown Advisory

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

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EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks

Brown Advisory

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another.

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EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks

Brown Advisory

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Thu, 06/01/2017 - 02:47.

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Transcript: Jenny Johnson, Franklin Templeton

The Big Picture

One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves. Did you guys just say, we really want to be pure investment management? The requirements for asset managers to have a bank were such that it would inhibit us a bit.

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Investment Perspectives | Bubbles II

Brown Advisory

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. Some might argue that the Fed’s policy could trigger another crisis as asset prices become overly inflated.

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Transcript: Liz Ann Sonders, Schwab

The Big Picture

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

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