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Irrational Behaviour, Rational Investing: How We Overcome Our Biases

Brown Advisory

NOVEMBER 15, 2023

Our capital allocation process includes three parts: (1) a payoff versus probability assessment, (2) the integration of our behavioural rules and (3) a portfolio risk analysis. The goal of capital allocation is to improve the risk-adjusted returns of our portfolio.

Investing 52
Investing Investments Portfolio Management Clients 52
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Global Leaders Strategy Investment Letter: August 2023

Brown Advisory

AUGUST 14, 2023

Before making any new investment, we analyse that potential new idea’s contribution to total portfolio risk with the aim of lifting stock-specific risk. Active Share indicates how different the portfolio is from its benchmark. The Composite creation date is August 26, 2015. The benchmark is the MSCI ACWI Net Index.

Investing 52
Investing Investments Portfolio Accounting 52
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