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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

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. Universe performance rankings from eVestment.

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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

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. Wed, 09/20/2017 - 16:43. An index constituent must also be considered a U.S.

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Healthy Returns: Sustainable Investing in the Health Care Sector

Brown Advisory

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. 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

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. The importance of the health care sector to both society and the global economy is undeniable. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100). SECTOR BACKDROP.

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

Brown Advisory

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. Further, we see room for the European economy to grow. large-cap managers have been able to beat the market consistently.

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

Brown Advisory

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. Further, we see room for the European economy to grow. large-cap managers have been able to beat the market consistently.

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Investment Perspectives - The Great Debate

Brown Advisory

This assertion is open to debate and in fact has been refuted by various studies, but it gives some investors pause when considering active managers for their portfolios. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure.