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. Second, we keep a keen eye on valuation.
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.
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Brown Advisory
SEPTEMBER 3, 2015
31, 2014, suggests that his goal is not just fantasy. Still, we believe that attractive opportunities for fundamental, bottom-up investing endure in China S and Asia’s other emerging markets, where valuations are more attractive than for equities in the developed world like the U.S. 31, 2014, quickly making the country the world’s No.
Brown Advisory
MAY 31, 2017
Throughout this period, we often saw windows in which we believed that European valuations were more attractive, but we were cautious due to Europe’s high debt levels and struggles to generate economic growth. Currencies: Our analysis shows that between 1978 and 2014, currency movement explained 50% of the U.S. is much clearer.
Brown Advisory
MAY 31, 2017
Throughout this period, we often saw windows in which we believed that European valuations were more attractive, but we were cautious due to Europe’s high debt levels and struggles to generate economic growth. Currencies: Our analysis shows that between 1978 and 2014, currency movement explained 50% of the U.S. is much clearer.
Brown Advisory
APRIL 1, 2015
In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Unsurprisingly, as volume has increased, so have valuations. Possible Signs.
Brown Advisory
SEPTEMBER 3, 2015
Public-sector debt has expanded every year since 2000, hitting 100% of gross national product at the end of fiscal year 2014. Among our holdings in sectors backed by clear flows of revenues, we maintain an overweight in health care and transportation and remain focused on credit stability, valuations and opportunities for price gains.
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