Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. A Letter of Introduction From The Portfolio Managers. Enclosed is our 2021 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy. While this municipal portfolio is by definition focused on U.S.-based Portfolio Manager.

Taxes 52

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Brown Advisory

MAY 12, 2022

2021 Impact Report: Large-Cap Sustainable Growth Strategy mhannan Thu, 05/12/2022 - 05:00 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. and Brown Advisory Trust Company of Delaware, LLC.

Portfolio Management 52

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Brown Advisory

MAY 12, 2022

2021 Impact Report: Large-Cap Sustainable Growth Strategy. A Letter of Introduction From The Portfolio Managers. Portfolio Manager . . Portfolio Manager. . . . . . Thu, 05/12/2022 - 05:00. . At Brown Advisory, we are deeply committed to sustainable investing. Sincerely, . Karina Funk, CFA.

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The Big Picture

APRIL 26, 2023

Desmond loved to ask professional portfolio managers “What percentage of stocks would you expect would be making new highs at the top day of the bull market when the Dow Jones was making its absolute high?” He noted that markets get increasingly narrow by cap size (capitalization) as longer secular bull markets approach their ends.

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The Big Picture

JULY 13, 2023

New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital. My morning train reads: • Stocks Took an 18-Month Round Trip From Tech Bear to AI Bull : The same handful of megacap names that led the market down have been powering the latest surge.

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ClearMoney

JANUARY 4, 2022

Throughout the year, the market continued a relatively steady rise, with large cap stocks in the US ending 2021 near a record high. And value premiums have often shown up quickly and in large magnitudes, as they did in late 2020 and early 2021. The S&P 500 Index1 generated returns of 28.71%. A Focus on Inflation and Debt.

Marketing 52

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The Big Picture

MARCH 25, 2023

This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” She currently serves on the boards of four publicly traded firms and one private company.

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Brown Advisory

AUGUST 9, 2021

2020 Global Leaders Impact Report ajackson Mon, 08/09/2021 - 09:43 Download the Report A Letter of Introduction From The Portfolio Managers We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. and Brown Advisory Trust Company of Delaware, LLC.

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Brown Advisory

AUGUST 9, 2021

Mon, 08/09/2021 - 09:43. A Letter of Introduction From The Portfolio Managers. . The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. Portfolio Manager . .

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Validea

FEBRUARY 17, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Using yearly Bloomberg surveys from 2000-2021, Barron’s found that the median forecast among the economists, money managers, independent research firms, and other organizations surveyed was 0.99% off in either direction from the actual year-over-year GDP.

Portfolio Management 59

Portfolio Management Budgeting Economics Portfolio 59

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Sustainable Core Fixed Income Strategy ajackson Thu, 01/28/2021 - 12:56 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2020 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Thu, 01/28/2021 - 15:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2020 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

JANUARY 28, 2021

Thu, 01/28/2021 - 12:56. . A Letter of Introduction From The Portfolio Managers. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager. . Portfolio Manager. . . . . . .

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Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 28, 2021

Thu, 01/28/2021 - 15:15. . A Letter of Introduction From The Portfolio Managers. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager. Portfolio Manager. . . . .

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The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders.

Numbers 277

Numbers Insurance Economy Marketing 277

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 01/28/2021 - 15:09 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We thank our ESG research team for its contribution to this report and our work in general.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 28, 2021

Thu, 01/28/2021 - 15:09. . A Letter of Introduction From The Portfolio Managers. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager . . Portfolio Manager. . . . . .

Portfolio Management 52

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Trade Brains

MARCH 8, 2024

With a commitment to providing end-to-end digital financial solutions, the company has also ventured into portfolio management services. This trend reflects that retail investors have a good portfolio mix. Retail investors are gradually building a portfolio for the long term. million clients. in FY23 from 23.0%

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Planning Financial Services Retail Distribution 59

Validea

JANUARY 9, 2023

Veteran portfolio manager Bill Miller, founder of Miller Value Partners and manager of the firm’s Miller Opportunity Trust and the Miller Income funds, retired at the end of 2022, reports an article in CityWire. However, the fund has been down since 2021, losing 3.95% that year and then 36.6%

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Carson Wealth

JANUARY 16, 2024

Just as importantly, with higher starting yields and falling inflation, bonds are less vulnerable to losses and are once again more likely to add ballast to a portfolio during periods of volatility. Balanced Portfolio Trends of the past may continue or could suddenly reverse. Aggregate Bond Index would be perfectly satisfactory.

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Discipline Funds

OCTOBER 20, 2023

Let’s look at the scorecard: Bitcoin – it boomed in 2020 well in advance of the big inflation spike in 2021 & 2022 and weirdly busted as inflation reared its ugly head. TIPS – Like most bonds, TIPS surged in 2020 & 2021 and then got clobbered when inflation spiked.

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Economy Retail Government Banking 80

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. Let me give you some background on Morningstar Managed Portfolios. RITHOLTZ: Sure.

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David Nelson

JULY 25, 2022

Normally, as an analyst and on the line portfolio manager I would be diving into the merits of the bill pointing out its strengths, weaknesses and whether it could achieve its intended goal. The article points out trades ranging from $1 – $5 Million from June 2021 – June 2022.

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Discipline Funds

JUNE 15, 2023

As it all pertains to portfolio management and asset allocation – this all means that the current high T-Bill rates are here to stay for now. More broadly, I think the Fed is going to wait until they are absolutely, 100% certain that inflation is dead before they start cutting.

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Brown Advisory

NOVEMBER 24, 2021

How Public-Market ESG Investors Generate Impact without Compromising Performance jharrison Wed, 11/24/2021 - 13:26 Karina Funk , Chair of Sustainable Investing at Brown Advisory and co-portfolio manager of the Large-Cap Sustainable Growth strategy , spoke as part of a global CIO Symposium, co-hosted by VS Partners and Financial Times/FTChinese.com.

Marketing 52

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Brown Advisory

NOVEMBER 24, 2021

Wed, 11/24/2021 - 13:26. Karina Funk , Chair of Sustainable Investing at Brown Advisory and co-portfolio manager of the Large-Cap Sustainable Growth strategy , spoke as part of a global CIO Symposium, co-hosted by VS Partners and Financial Times/FTChinese.com. Read more >.

Marketing 52

Marketing Marketing Portfolio Management Taxes 52

Trade Brains

JANUARY 26, 2024

The company’s product lines include mutual funds, including active and passive schemes across equity, hybrid, debt, liquid, and commodity categories; managed accounts, including alternative investment funds (AIF); portfolio management services (PMS); pension funds; and offshore business and advisory mandates. Stock P/E 28.37

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Brown Advisory

JUNE 11, 2021

The Human Side of Investing: A Conversation with Morgan Housel jharrison Fri, 06/11/2021 - 06:20 At Brown Advisory, understanding human behaviour is integral to our investment process.

Investing 52

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Brown Advisory

JUNE 11, 2021

Fri, 06/11/2021 - 06:20. That’s why two of our portfolio managers, Ali Bayler, CAIA , and Mick Dillon, CFA , were delighted to have a conversation about the human side of investing with Morgan Housel, a writer noted for his ability to step back and see what really matters in the investment world.

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Brown Advisory

OCTOBER 28, 2021

Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory India’s COVID-19 Crisis and Its Impact on Women June 29, 2021 Disasters exacerbate existing inequities, and COVID-19 is proving no different. The devastation in India has been harrowing for women, as communities struggle to protect public health.

Portfolio Management 52

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Brown Advisory

OCTOBER 28, 2021

Thu, 10/28/2021 - 05:00. November 18, 2021. October 28, 2021. Speakers: Andrea Hoban, Co-Founder and Head of Oji Life Lab; Lindsay Jurist-Rosner, Founder and CEO of Wellthy; Ashley Williams, Founder and CEO of Infinite Focus Moderator: Meredith Shuey Etherington, Portfolio Manager at Brown Advisory. .

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Random Roger's Retirement Planning

OCTOBER 29, 2023

This year, its performance has it the top 1% of mutual funds but in “2021 and 2022 it was ranked in the bottom 100th percentile.” Here I am talking not just portfolio management but overall lifestyle, habits and choices and yes this does filter into my day job managing investment portfolios. Hard pass from me.

Insurance 78

Insurance Clients Math Portfolio 78

Random Roger's Retirement Planning

AUGUST 2, 2022

I reached out the the fund company figuring someone in marketing or customer service could help solve the puzzle, pretty helpful though, the portfolio manager reached out and we had a very informative conversation. Morningstar has the yield at 4.51% while the most recent fact sheet shows it yielding 6.82% for 2021.

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Brown Advisory

JANUARY 28, 2021

Brown Advisory Global Leaders Strategy: Ted Seides interviews Mick Dillon jharrison Fri, 01/29/2021 - 00:00 In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon. The Global Leaders Strategy invests in a concentrated portfolio of market-leading companies from across the globe.

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Brown Advisory

JANUARY 28, 2021

Fri, 01/29/2021 - 00:00. In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon. The Global Leaders Strategy invests in a concentrated portfolio of market-leading companies from across the globe. Brown Advisory Global Leaders Strategy: Ted Seides interviews Mick Dillon.

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Good Financial Cents

OCTOBER 17, 2022

billion in 2021, leading many investors to seek alternatives. In fact, Public is designed to be a social investing platform so users can join community groups and follow others’ portfolios. You can customize your portfolio to match your risk tolerance and investment preferences, and Q.ai As a result, Robinhood lost $3.69

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Brown Advisory

MAY 7, 2021

CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead jharrison Fri, 05/07/2021 - 14:37 As signs of market froth abound, our CIOs discuss the most important dynamics for investing in the current environment. The vantage point allows for insights in investing in frothy markets and avoiding pockets of overvaluation.

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