Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. 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. and concentrate 20%-40% of the portfolio’s weight in the top 10 holdings.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 12, 2016

In 2001, Nancy* decided to bring the same focus to the foundation’s investment portfolio. To date, the Klavans have aligned more than 85% of their portfolio to sustainable investing and nearly 100% is fossil-fuel free. Since January 2014, their foundation’s portfolio has outperformed the 4.7%

Investing 52

Investing Investments Portfolio Communication 52

Brown Advisory

SEPTEMBER 12, 2016

In 2001, Nancy* decided to bring the same focus to the foundation’s investment portfolio. To date, the Klavans have aligned more than 85% of their portfolio to sustainable investing and nearly 100% is fossil-fuel free. Since January 2014, their foundation’s portfolio has outperformed the 4.7%

Investing 52

Investing Investments Portfolio Communication 52

Trade Brains

NOVEMBER 2, 2023

The company has partnered with seven ministries and autonomous bodies, including the Ministry of Finance, education, electronics and information technology, communications, commerce and industry, skill development and entrepreneurship, and information and broadcasting. million in Fiscal 2014 to 824.9 million in Fiscal 2022.

Government 59

Government Taxes Economy Electronics 59

Brown Advisory

SEPTEMBER 12, 2016

While generating just a small part of their revenues from these products, these companies pose a dilemma to investors who want to purge their portfolios of connections with guns, alcohol or the military. Screening can also help investors to better know what they own, or gain a richer understanding of the components in their portfolio.

Clients 52

Clients Portfolio Distribution Communication 52

Brown Advisory

SEPTEMBER 12, 2016

While generating just a small part of their revenues from these products, these companies pose a dilemma to investors who want to purge their portfolios of connections with guns, alcohol or the military. Screening can also help investors to better know what they own, or gain a richer understanding of the components in their portfolio.

Clients 52

Clients Portfolio Distribution Communication 52

Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Our entire portfolio is built on this philosophy. of the market cap of the S&P 500 Index as of Aug.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Our entire portfolio is built on this philosophy. A DRILLDOWN ON OUR PORTFOLIO. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100). Mon, 10/28/2019 - 14:59.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

SEPTEMBER 12, 2016

For an investor*, private credit can help diversify a portfolio while complementing other fixed income components such as investment-grade and high-yield bonds. 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.

Valuation 52

Valuation Portfolio Banking Communication 52

Brown Advisory

NOVEMBER 12, 2015

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. The highest federal marginal tax bracket in 2015 is 39.6% (as it was in 2014). Thu, 11/12/2015 - 11:10.

Planning 52

Planning Taxes Distribution Medical 52

The Big Picture

OCTOBER 17, 2023

And if you’re in a quant fund and your clients say, you know, you’ve underperformed for the last three quarters and I don’t quite understand the black box, how do you retain, how you drive that alignment between the client and the business? It goes back to the client. And that is the case.

Investing 130

Investing Investments Clients Management 130

Brown Advisory

MARCH 1, 2016

The collapse of oil prices—Brent crude prices have fallen from more than $100 in mid-2014 to a $30-$35 range today—has jolted the industrial sector. In their 2014 book, Think Like A Freak, they talk about our reluctance as a species to say these words. In January, China said that the nation’s economy grew 6.9%

Clients 52

Clients Economy Banking Investing 52

Brown Advisory

SEPTEMBER 11, 2016

More so than any other time since the financial crisis we believe that a winning investment portfolio today needs a thoughtful focus on both. There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Shield or sword? small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

More so than any other time since the financial crisis we believe that a winning investment portfolio today needs a thoughtful focus on both. There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Shield or sword? small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

The Big Picture

AUGUST 29, 2022

BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there.

Assets 167

Assets Management Marketing Marketing 167

The Big Picture

APRIL 4, 2023

And back then, you know, again, it was a very interesting place to be because they had lots of capital and they had lots of clients. And so, you know, I went to David and Bill in 2014, and we had kind of served out our three-year term there. They pretty much are the Mack Daddy in the space today, aren’t they?

Banking 144

Banking Management Investing Investments 144

The Big Picture

JULY 31, 2023

And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record. HOFFMAN: Actually, he responded pretty responsibly, put out, I think, two shareholder letters about a week apart in late March, and actually did what no portfolio manager usually loves doing, which is he deconstructed the trade.

Retail 130

Retail Government Economy Economics 130

The Big Picture

FEBRUARY 20, 2024

Next day I had to go to Boston for a client meeting. The New York Fed is kind of, I don’t know how to say this first, amongst the regional feds, because you’re located right in the heart of the financial community. 00:07:41 [Speaker Changed] Yeah, yeah. There wasn’t even an announcement of change in interest rates.

Economy 144

Economy Banking Marketing Marketing 144

The Big Picture

FEBRUARY 7, 2023

RITHOLTZ: In the ‘80s, they were really a financial arm of GE and a way to facilitate its client base. COHAN: — right now, that allowed people to communicate with one another. It was like 13 out of 13 in the GE portfolio. And Hope Hicks who was his communications person at that time, you know, I was in touch with Hope.

Engineering 256

Engineering Banking Management Numbers 256

The Big Picture

MAY 16, 2023

So you can imagine that first check multiplied a little bit from 2014 or so. They kept the reputation intact by communicating with their investors. And I mentioned, you said it’s 2014. But, but for other people, we have, we have clients who’ve sold businesses. And now it’s a different world.

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Media Investing Investments Valuation 284