Brown Advisory

MARCH 14, 2023

Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. However, given ISRG’s strong market penetration by 2014, Guthart realized a new approach was needed in order to build better relationships with customers. Russell does not promote, sponsor or endorse the content of this communication.

Clients 97

Clients Investing Investments Sales 97

Brown Advisory

MARCH 14, 2023

Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. However, given ISRG’s strong market penetration by 2014, Guthart realized a new approach was needed in order to build better relationships with customers. Russell does not promote, sponsor or endorse the content of this communication.

Clients 81

Clients Investing Investments Sales 81

Brown Advisory

JUNE 23, 2016

27, 2014, unidentified troops, referred to as “little green men” in news reports, stormed the Crimean peninsula. Putin’s approval rating surged 10% in February and March of 2014, to 71.6%. This communication and any accompanying documents are confidential and privileged. They are intended for the sole use of the addressee.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

27, 2014, unidentified troops, referred to as “little green men” in news reports, stormed the Crimean peninsula. Putin’s approval rating surged 10% in February and March of 2014, to 71.6%. This communication and any accompanying documents are confidential and privileged. NOW 2016 | Putin’s World. Thu, 06/23/2016 - 10:27.

Economy 52

Economy Communication Clients Taxes 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 Economy Taxes Electronics 59

eMoney Advisor

NOVEMBER 15, 2022

You can remind them of the mission they communicated to you and their touchstones of gratitude, then discuss whether the decision connects to those or not. #3 Once you have those motivators spelled out, you can help refocus clients when they want to panic-sell investments or they change their minds about saving their bonus. DeSteno, D.,

Financial Planning 76

Financial Planning Planning Clients CFP 76

Brown Advisory

SEPTEMBER 12, 2016

Since January 2014, their foundation’s portfolio has outperformed the 4.7% This communication and any accompanying documents are confidential and privileged. To date, the Klavans have aligned more than 85% of their portfolio to sustainable investing and nearly 100% is fossil-fuel free.

Investing 52

Investing Investments Portfolio Communication 52

Brown Advisory

SEPTEMBER 12, 2016

Since January 2014, their foundation’s portfolio has outperformed the 4.7% This communication and any accompanying documents are confidential and privileged. To date, the Klavans have aligned more than 85% of their portfolio to sustainable investing and nearly 100% is fossil-fuel free.

Investing 52

Investing Investments Portfolio Communication 52

Brown Advisory

SEPTEMBER 12, 2016

The California Public Employees’ Retirement System (CalPERS) said in April that it missed out on as much as $3 billion in gains between 2001, when it started to sell its tobacco stocks, until the end of 2014, when it completed the divestment. By the end of 2014, institutional investors had invested more than $1.2

Portfolio 52

Portfolio Clients Distribution Communication 52

Brown Advisory

SEPTEMBER 12, 2016

The California Public Employees’ Retirement System (CalPERS) said in April that it missed out on as much as $3 billion in gains between 2001, when it started to sell its tobacco stocks, until the end of 2014, when it completed the divestment. By the end of 2014, institutional investors had invested more than $1.2

Portfolio 52

Portfolio Clients Distribution Communication 52

Brown Advisory

JULY 16, 2015

They communicate in clear-thinking ways that leave little doubt of their insight and accumulated wisdom. Even after Berkshire became a large enterprise, its growth in shareholders’ equity and share price has outpaced the market averages with gains of roughly 10% annualized during the past decade compared to 7.7%

Ethics 52

Ethics Communication Insurance Investing 52

Brown Advisory

SEPTEMBER 12, 2016

trillion in assets from 2008 until 2014 in an effort to spur borrowing and revive growth. This communication and any accompanying documents are confidential and privileged. Unlike in 2011—2012, Greece is not on the verge of default and a handful of European countries do not require bailouts. The central bank bought $4.5

Communication 52

Communication Banking Electronics Clients 52

Brown Advisory

SEPTEMBER 12, 2016

trillion in assets from 2008 until 2014 in an effort to spur borrowing and revive growth. This communication and any accompanying documents are confidential and privileged. Unlike in 2011—2012, Greece is not on the verge of default and a handful of European countries do not require bailouts. The central bank bought $4.5

Communication 52

Communication Banking Electronics Clients 52

Brown Advisory

MAY 23, 2018

Kinder Morgan—historically the bellwether for the asset class—collapsed its MLP in late 2014, and a variety of others have followed suit. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues.

Taxes 52

Taxes Distribution Clients Assets 52

Brown Advisory

MAY 23, 2018

Kinder Morgan—historically the bellwether for the asset class—collapsed its MLP in late 2014, and a variety of others have followed suit. . Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. MLPs That Have Been Collapsed or “Simplified” In Recent Years.

Taxes 52

Taxes Distribution Clients Assets 52

Brown Advisory

JUNE 23, 2016

Based in Beijing from 2005 until 2013, Osnos won the National Book Award in 2014 for Age of Ambition: Chasing Fortune, Truth and Faith in the New China. This communication and any accompanying documents are confidential and privileged. We sometimes use a blunt instrument when we need a scalpel.”

Communication 52

Communication Clients Economy Taxes 52

Brown Advisory

JUNE 23, 2016

Based in Beijing from 2005 until 2013, Osnos won the National Book Award in 2014 for Age of Ambition: Chasing Fortune, Truth and Faith in the New China. This communication and any accompanying documents are confidential and privileged. We sometimes use a blunt instrument when we need a scalpel.”.

Communication 52

Communication Clients Economy Taxes 52

Brown Advisory

JUNE 2, 2016

The ECB’s introduction of a negative rate in June 2014 has had no obvious impact on banks’ excess reserve accumulation. This communication and any accompanying documents are confidential and privileged. The International Monetary Fund (IMF)forecast in April that the eurozone and Japan will grow this year by 1.5%

Banking 52

Banking Economics Communication Assets 52

Brown Advisory

JUNE 23, 2016

For several years, prices hovered around $100 a barrel until the OPEC meeting in November 2014. This communication and any accompanying documents are confidential and privileged. The wild card would be a major disruption of supply from exporting countries. Oil prices peaked at $147 per barrel in the summer of 2008.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

For several years, prices hovered around $100 a barrel until the OPEC meeting in November 2014. This communication and any accompanying documents are confidential and privileged. The wild card would be a major disruption of supply from exporting countries. Oil prices peaked at $147 per barrel in the summer of 2008.

Economy 52

Economy Communication Clients Taxes 52

Trade Brains

MARCH 22, 2023

Fund Manager Harish Krishnan has been managing the fund since January 01, 2014. He holds a CFA, PGDBM (IIM Kozhikode), and B.Tech (Electronics & Communications). He has 13 years of experience spread over Equity Research and Fund Management. He was associated with Infosys Technologies in his earlier stint.

Assets 52

Assets Banking Management Investing 52

Brown Advisory

OCTOBER 28, 2019

Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100) Source: Bloomberg. Average Health Care Subsector Weightings and Gross Returns, Five-Year Lookback (9/30/2014-9/30/2019) Source: Bloomberg. Unsurprisingly, health care has also grown to become the second-largest sector in public equity markets, representing 13.7%

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100). Average Health Care Subsector Weightings and Gross Returns, Five-Year Lookback (9/30/2014-9/30/2019). Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. Source: Bloomberg.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

SEPTEMBER 12, 2016

We invested in Yukon Capital Partners II, a 2014 vintage fund. This communication and any accompanying documents are confidential and privileged. Founded in 2008, Yukon Partners is a U.S. mezzanine investor focused on companies with EBITDA ranging from about $10 million to $30 million and backed by private equity sponsors.

Valuation 52

Valuation Portfolio Banking Communication 52

Dear Mr. Market

MARCH 17, 2024

5 seed Targa Resources ( TRGP ) knocks out #11 Charter Communications ( CHTR ). We’ve been pounding the table for holding Gold for several years now starting with our first nibble at it in 2014. CHTR is dirt cheap right now and has a lot of promise but over the course of this year the nod goes to TRGP before it loses to NVDA.

Investing 105

Investing Investments Portfolio Assets 105

ClearMoney

DECEMBER 14, 2021

20591, National Bureau of Economic Research, October 2014). This material is not a sales communication. French, “Dissecting Anomalies with a Five-Factor Model,” Review of Financial Studies 29, no. 1 (January 2016): 69–103. 3Robert Novy-Marx, “Understanding Defensive Equity” (working paper No.

Investing 52

Investing Investments Commission Distribution 52

Brown Advisory

SEPTEMBER 20, 2017

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?

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

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?

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

JANUARY 20, 2023

In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s. In 2022, a professor with dual U.S.

Compliance 100

Compliance Accounting Taxes Banking 100

Brown Advisory

JANUARY 20, 2023

In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s. In 2022, a professor with dual U.S.

Compliance 52

Compliance Accounting Taxes Banking 52

Brown Advisory

NOVEMBER 12, 2015

The highest federal marginal tax bracket in 2015 is 39.6% (as it was in 2014). Regulations contained in IRS Circular 230 regulate written communications from us concerning tax matters. As always, we are available to discuss your situation and assist you however we can. Overview of 2015. Circular 230 Compliance Statement.

Planning 52

Planning Taxes Distribution Medical 52

Brown Advisory

SEPTEMBER 11, 2016

There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. One cannot invest directly in an index.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. One cannot invest directly in an index.

Economics 52

Economics Economy Communication Banking 52

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. This communication and any accompanying documents are confidential and privileged.

Clients 52

Clients Economy Investing Investments 52

Brown Advisory

JUNE 2, 2016

Microsoft CEO Satya Nadella led Azure before rising to the company’s top slot in 2014. This communication and any accompanying documents are confidential and privileged. It is especially attractive among customers seeking a hybrid of on-site data centers and external cloud computing. They are intended for the sole use of the addressee.

Engineering 52

Engineering Communication Sales Accounting 52

The Better Letter

NOVEMBER 2, 2023

For example, the three worst-performing sectors of the S&P 500 in 2022 (Communications Services, Consumer Discretionary, and Information Technology) were the only sectors to outperform in the first half of 2023. Today’s best-performing funds, sectors, and stocks will not necessarily perform best in the future. Now and forever.

Certified Financial Planner 93

Certified Financial Planner Investing Investments Portfolio 93

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 158

Assets Management Marketing Marketing 158