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. The importance of the health care sector to both society and the global economy is undeniable. A DRILLDOWN ON OUR PORTFOLIO.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

OCTOBER 8, 2019

For a number of our portfolio companies, a key part of our investment thesis is a specific SBA that, in our view, passes these materiality and differentiation tests. Bank Rakyat is a crucial lender to the informal economy in these rural regions and leads the Indonesian microfinance market.

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Clients Government Investing Investments 52

Brown Advisory

OCTOBER 8, 2019

For a number of our portfolio companies, a key part of our investment thesis is a specific SBA that, in our view, passes these materiality and differentiation tests. Bank Rakyat is a crucial lender to the informal economy in these rural regions and leads the Indonesian microfinance market.

Clients 52

Clients Government Investing Investments 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. 10/15/2014 10-Yr U.S. Reference Market/Index % Change No.

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Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. 10/15/2014. Reference Market/Index. of Standard Deviations.

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Management Marketing Marketing Clients 52

Brown Advisory

JUNE 21, 2017

Instead, they’ve turned to indexing their portfolios to the S&P 500 ® Index or some other relevant benchmark, thereby accepting “average” performance rather than trying for something better. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Instead, they’ve turned to indexing their portfolios to the S&P 500 ® Index or some other relevant benchmark, thereby accepting “average” performance rather than trying for something better. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers. Manager Characteristics.

Investing 52

Investing Investments Portfolio Management 52

The Big Picture

APRIL 14, 2023

When I first launched “Masters in Business” in 2014, I spent a lot of time begging ( begging !) So when Brendan reached out and asked to come on to discuss behavioral finance and financial planning, I felt like paying it forward was the right way to go. guests to come on.

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Clients Wealth Management Financial Services Planning 293

The Better Letter

JANUARY 26, 2024

In June 2017, Dent predicted a “ once in a lifetime ” crash in the stock market, the economy, and in real estate over the following three years. As Morgan Housel has cautioned : “The business model of the majority of financial services companies relies on exploiting the fears, emotions, and lack of intelligence of customers.

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Assets Valuation Management Investing 104

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. Looking ahead, for our base-case scenario we see inflation remaining moderate and most major economies continuing to grow at a modest pace. Shield or sword? small-cap stocks. versus 1.9

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. Looking ahead, for our base-case scenario we see inflation remaining moderate and most major economies continuing to grow at a modest pace. Shield or sword? small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

JULY 1, 2016

Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections. the “real” return).

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections. the “real” return). Key Factors.

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

MAY 16, 2023

So you can imagine that first check multiplied a little bit from 2014 or so. ” If I, if the president ever, this is like a blog post I wrote when the President tweets about the economy, the market will move. So I was very heavy in financial services stock, which was a great lead gen engine. So we like to win.

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Media Investing Investments Valuation 284