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Healthy Returns: Sustainable Investing in the Health Care Sector

Brown Advisory

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. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100) Source: Bloomberg.

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Healthy Returns: Sustainable Investing in the Health Care Sector

Brown Advisory

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. 30, 2019, compared to a comparable figure of 8% for the health care holdings in our benchmark, the Russell 1000® Growth Index. Source: Bloomberg. Source: Bloomberg.

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Investment Perspectives | Cool Change

Brown Advisory

Investment Perspectives | Cool Change ajackson Tue, 08/06/2019 - 08:46 "Time for a cool change; I know that it's time for a cool change." Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations.

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Investment Perspectives | Cool Change

Brown Advisory

Tue, 08/06/2019 - 08:46. Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity.

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Medium Size, Large Opportunity: Where to Look?

Brown Advisory

Health care’s weight in the R2G grew as a result of the dramatic increase in the number of early-stage biotech firms, with fortunes that could hinge on the results of one or two clinical trials. In contrast, the combined information technology and communication services represent 40% of the RMG. Exhibit 3: Sector Composition.

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Transcript: Greg Davis, CIO Vanguard

The Big Picture

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

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Transcript: Tom Wagner, Knighthead Capital

The Big Picture

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. WAGNER: You know there are a number of things that occurred. RITHOLTZ: This is data, voice, communications no matter where you are on the globe.

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