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Equity Beat: The Long and Short

Brown Advisory

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Still, even if the numbers aren’t moving, the sentiment is somewhat less favorable today than it was in November. Yet, short-term information is sometimes useful to longer-term thinkers.

Clients 97
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Equity Beat: The Long and Short

Brown Advisory

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Still, even if the numbers aren’t moving, the sentiment is somewhat less favorable today than it was in November. Yet, short-term information is sometimes useful to longer-term thinkers.

Clients 81
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Healthy Returns: Sustainable Investing in the Health Care Sector

Brown Advisory

In the health care sector, material shareholder value is too often subject to any number of surprises including clinical trial failures, political rhetoric around private/public health insurance, and drug pricing scrutiny. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100) Source: Bloomberg.

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Healthy Returns: Sustainable Investing in the Health Care Sector

Brown Advisory

In the health care sector, material shareholder value is too often subject to any number of surprises including clinical trial failures, political rhetoric around private/public health insurance, and drug pricing scrutiny. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100). Source: Bloomberg. Source: Bloomberg.

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Private Credit Outshines Many High-Valuation Stocks, Bonds

Brown Advisory

We encourage clients to view private credit as an opportunistic asset with low liquidity offering steady growth. We invested in Yukon Capital Partners II, a 2014 vintage fund. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

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Strategic Advisory Letter | 2015 Year-End Planning Checklist

Brown Advisory

As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. In this letter, we outline a number of tax-saving and other opportunities to consider before the close of the year.

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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014. A: One is Cogent Communications (CCOI). Q: What are some examples of how this comes into play?