Brown Advisory

APRIL 1, 2016

Fri, 04/01/2016 - 15:39. After several years of relative calm, investors have had renewed reason to worry about protecting their portfolios. Instead, we caution against suddenly reacting to volatility and reiterate the imperative to focus on fundamentals and stay true to a portfolio structure that ensures adequate liquidity.

Investments 52

Investments Investing Portfolio Assets 52

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Among the larger equity holdings in Berkshire’s portfolio are Apple (Berkshire owns 5.4%

Insurance 52

Insurance Investments Investing Management 52

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Among the larger equity holdings in Berkshire’s portfolio are Apple (Berkshire owns 5.4%

Insurance 52

Insurance Investments Investing Management 52

The Big Picture

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. Initially I joined to help them manage their equity portfolio. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right? It goes so far.

Assets 167

Assets Management Portfolio Taxes 167

Brown Advisory

NOVEMBER 1, 2019

Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. Market volatility may also have moved portfolio holdings of certain asset classes outside of desired ranges, which may require the trimming of appreciated positions. The December 2016 7520 rate of 1.8%

Planning 52

Planning Taxes Clients Estate Planning 52

The Big Picture

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. It was like 13 out of 13 in the GE portfolio. I mean, of course, as we all know, he capitalized it on 2016. They were really an M&A machine.

Engineering 256

Engineering Banking Numbers Management 256

Brown Advisory

AUGUST 1, 2018

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, or have budgets and strategic plans at the parent company, though some of the subsidiaries do. Berkshire’s investment portfolio holds about $186 billion in equities and $118 billion in cash equivalents and bonds as of March 31, 2018.

Assets 52

Assets Investments Investing Insurance 52