Brown Advisory

MAY 1, 2023

2022 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Portfolio Management 52

Portfolio Management Portfolio Communication Investing 52

Brown Advisory

JUNE 5, 2023

2022 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy bgregorio Mon, 06/05/2023 - 05:22 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Taxes 52

Taxes Portfolio Management Portfolio Communication 52

Brown Advisory

AUGUST 24, 2023

The team discusses this and Mick talks about the tools he, and his global equity team, use to assess various macro risks and determine which factors are legitimate threats to the cash flows of their portfolio companies. He used case studies of portfolio holdings Taiwan Semiconductor and AIAA in a discussion of opportunities and risks.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

The team discusses this and Mick talks about the tools he, and his global equity team, use to assess various macro risks and determine which factors are legitimate threats to the cash flows of their portfolio companies. He used case studies of portfolio holdings Taiwan Semiconductor and AIAA in a discussion of opportunities and risks.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Random Roger's Retirement Planning

FEBRUARY 7, 2024

I believe Swedroe has used the interval fund for clients for many years and I know he has written about it before. He notes " after three strong returns in its first three years (2014-16) came a string of losses. SRRIX lost -11.35% in 2017, -6.14% in 2018 and -4.47% in 2019."

Taxes 61

Taxes Portfolio Clients Investing 61

Random Roger's Retirement Planning

DECEMBER 7, 2023

Part of the process for me is to explore ideas and not give up trying to learn more about an idea because with more enlightenment and more study maybe something can make it's way into the portfolio. Portfolio 1 here is 80% ANNPX, 10% ASFYX for managed futures and 10% BTAL. Both ASFYX and BTAL are client and personal holdings.

Portfolio 65

Portfolio Management Clients Marketing 65

Brown Advisory

SEPTEMBER 20, 2017

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?

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

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

Truemind Capital

AUGUST 12, 2023

At this stage, we strongly recommend minimizing exposure to small & mid-cap portfolios on the back of excessive valuations driven by the retail craze. We are maintaining 5-10% portfolio exposure to Asian stocks (China, Singapore, Taiwan, etc.) We continue to prefer a portfolio duration of around 1-1.5

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Brown Advisory

MAY 31, 2017

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. Over the long term, that stance has paid off.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MARCH 14, 2023

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). Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. Yet, short-term information is sometimes useful to longer-term thinkers.

Clients 97

Clients Investing Investments Sales 97

Brown Advisory

MARCH 14, 2023

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). Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. Yet, short-term information is sometimes useful to longer-term thinkers.

Clients 81

Clients Investing Investments Sales 81

Good Financial Cents

OCTOBER 17, 2022

Traditional online brokerages were once intimidating to the rookie investor, so many flocked to Robinhood when the mobile-only brokerage announced new, revolutionary features in late 2014. Many accused the company of improperly educating its clients. As a result, Robinhood lost $3.69 Charles Schwab.

Commission 89

Commission Accounting Investing Investments 89

Brown Advisory

AUGUST 4, 2020

Brown Advisory’s 2020 PRI Assessment Report ajackson Tue, 08/04/2020 - 08:00 Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. Key Takeaways We received “A” scores or better, and met or exceeded industry median scores, in every category.

Assets 52

Assets Clients Government Investing 52

Brown Advisory

AUGUST 4, 2020

Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. The scores assess our investment practices for direct management of securities portfolios as well as our selection and monitoring of third-party managers, and they cover multiple asset classes. Brown Advisory’s 2020 PRI Assessment Report.

Assets 52

Assets Clients Government Investing 52

Brown Advisory

OCTOBER 31, 2022

As active equity managers aim to avoid over-concentration, such consolidated levels of index leadership have wreaked havoc for those trying to avoid crowded trades and maintain portfolio weightings discipline. Earnings per share (EPS) is a company’s net profit divided by the number of its common shares outstanding. equity universe.

Investing 52

Investing Investments Valuation Accounting 52

Trade Brains

SEPTEMBER 20, 2022

The company has a large spectrum portfolio and is developing infrastructure to introduce newer and smarter technologies. Its diverse client portfolio includes power utilities and electricity producers in both the private and public sectors. It was a part of the Indiabulls group and was carved out in 2014. 18615 crores.

Certification 86

Certification Manufacturing Investing Investments 86

Brown Advisory

JULY 24, 2019

Brown Advisory’s 2019 PRI Assessment Report ajackson Wed, 07/24/2019 - 10:04 Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014, and each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory.

Clients 52

Clients Assets Investing Investments 52

Brown Advisory

JULY 24, 2019

Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014, and each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory. Brown Advisory’s 2019 PRI Assessment Report. Wed, 07/24/2019 - 10:04.

Clients 52

Clients Assets Investing Investments 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

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

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

million in Fiscal 2014 to 824.9 Its clients benefit from its delivery model, extensive experience across various technologies, industry knowledge, project management expertise, and proprietary software engineering tools. Internet subscribers in the country have grown at a CAGR of 16.0%, from 251.6 million in Fiscal 2022.

Government 59

Government Taxes Economy Electronics 59

Brown Advisory

JUNE 3, 2015

The boom in sustainable strategies has made it far easier than even five years ago to construct a sustainable portfolio across asset classes—from stocks to fixed income to compelling private equity alternatives. Today, however, we can boost that to 80% in a balanced portfolio. Across the Asset Spectrum.

Portfolio 52

Portfolio Portfolio Management Clients Assets 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. Our approach in health care is no different.

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 3, 2015

31, 2014, suggests that his goal is not just fantasy. We are using third-party managers such as Somerset and Macquarie in an effort to position client portfolios to benefit from the rising middle class across the region. 31, 2014, quickly making the country the world’s No. 1, 1979, until Dec. 1, 2008, until Dec.

Insurance 52

Insurance Portfolio Management Clients Government 52

ClearMoney

DECEMBER 5, 2021

Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio. Adding it to a portfolio could mean paring back the allocation to investments such as stocks, property, or fixed income. Assessing the merits of bitcoin as an investment can be problematic.

Commission 52

Commission Retail Distribution Sales 52

Brown Advisory

MARCH 28, 2017

We help many of our clients align their portfolios with their values, and screening is one of the tools we employ to accomplish that alignment. Of course, investors do not all share the same values, and screens are used to exclude a wide variety of businesses, activities and behaviors from their portfolios.

Ethics 52

Ethics Portfolio Distribution Clients 52

Brown Advisory

MARCH 28, 2017

We help many of our clients align their portfolios with their values, and screening is one of the tools we employ to accomplish that alignment. Of course, investors do not all share the same values, and screens are used to exclude a wide variety of businesses, activities and behaviors from their portfolios. High Stakes.

Ethics 52

Ethics Portfolio Distribution Clients 52

Brown Advisory

DECEMBER 2, 2015

Within the $450 billion high-yield market, less than 60% of high-yield bonds sell for more than face value compared with more than 90% in June 2014. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds.

Clients 52

Clients Asset Allocation Economics Estate Planning 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

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. 10/15/2014 10-Yr U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. 10/15/2014. Treasuries.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

OCTOBER 6, 2020

Matters of racial and environmental justice are important to us and to our clients, and we have always considered these factors as part of our ESG research and our process for evaluating investments. The water crisis in Flint, Michigan is a clear example of this sort of failure.

Executive Compensation 52

Executive Compensation Education Clients Compensation Planning 52