Brown Advisory
APRIL 20, 2022
To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance on private equity, real estate and other less liquid “alternatives” to sustain their growth objectives and, ultimately, their charitable objectives. Good preparation is key to a successful audit.
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.
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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%
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%
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%
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.
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.
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