Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe.

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Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Q: Can you describe your investment process?

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Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. For us, the factors are basically a wash over a long horizon.

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Brown Advisory

AUGUST 6, 2019

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." Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments.

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Brown Advisory

AUGUST 6, 2019

Investment Perspectives | Cool Change. After more than 50 years of writing research reports and investment letters (including the last 20 with Brown Advisory), it’s time to pass the baton to a better qualified, more knowledgeable and—yes—younger colleague who can take Investment Perspectives forward. Tue, 08/06/2019 - 08:46.

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Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

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Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments. By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ? Investment Outlook Falling Interest Rates Trigger Investor Hunger For Yield. Equities Private Credit Outshines Many High-Valuation Stocks, Bonds.

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WiserAdvisor

AUGUST 18, 2022

The world of investing can be quite overwhelming for newcomers. All of the aforesaid factors need to be considered to find the investment instrument for your needs. All of the aforesaid factors need to be considered to find the investment instrument for your needs. Say, for example, you wish to invest in a mutual fund.

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The Big Picture

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. What makes a good investment strategy?

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International College of Financial Planning

NOVEMBER 10, 2021

There is great demand for Investment Advisor professionals in India and here we look at the various Investment Advisor Courses and Training Programs that you can take. The demand for Investment Advisors has been constantly rising over the last two decades. Types of Investment Advisor Courses and Training Programs.

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Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating Sustainable Investment Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed sustainable investing for more than a decade. Some years ago, we expanded our framework into sovereign bonds, a relatively less developed area in sustainable fixed income.

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Brown Advisory

JUNE 21, 2023

When macro conditions are uncertain, a banker’s approach to valuation can help. David, a former investment banker, has always brought a banker’s mentality to valuing smaller companies by breaking down their assets and operations into components that can be more accurately assessed. CIO Perspectives: A New Bull Market?

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Brown Advisory

APRIL 1, 2015

Investment Perspectives | Bubbles II. Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. Wed, 04/01/2015 - 16:48. Not only have U.S. Possible Signs.

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The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

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Truemind Capital

MAY 19, 2020

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. Smart investors are very careful about market valuations (prices) and investor behaviour.

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Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. equity funds in 2016 alone.

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Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate. Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Manager Characteristics. Wed, 06/21/2017 - 12:35. Assuring "Average".

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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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Brown Advisory

MAY 7, 2021

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. In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon.

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Brown Advisory

NOVEMBER 14, 2017

Investment Perspectives | “Undoing” the Fed’s Balance Sheet achen Tue, 11/14/2017 - 16:18 These days, it seems like all eyes are on the Federal Reserve. As short-term interest rates on low-risk assets approached zero during the crisis, conventional monetary policy became ineffective at encouraging investment and stimulating the economy.

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Brown Advisory

NOVEMBER 14, 2017

Investment Perspectives | “Undoing” the Fed’s Balance Sheet. Well, maybe not all eyes, but certainly a large number of investors are paying unusually close attention to the Fed as it begins to unwind its bond investments and thus reduce the size of its balance sheet. Tue, 11/14/2017 - 16:18. the broad markets are largely efficient.

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The Irrelevant Investor

JULY 23, 2017

By Morgan Housel While portfolio management often brings investors into financial advisors’ offices, it won’t be the reason they stay. By Barry Ritholtz Stock valuations are never absolute — it is always a question of the other assets you are measuring the stocks against.

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Brown Advisory

MARCH 2, 2020

We are pleased that our long-term results have demonstrated that there does not have to be a trade-off between strong performance and smart investments that help address some of our society’s trickiest sustainability challenges. We bring different backgrounds and a diversity of thinking to portfolio management.

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Brown Advisory

MARCH 2, 2020

We are pleased that our long-term results have demonstrated that there does not have to be a trade-off between strong performance and smart investments that help address some of our society’s trickiest sustainability challenges. We bring different backgrounds and a diversity of thinking to portfolio management.

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The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. For most of the last century, investing was a lot more art than science.

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Discipline Funds

MARCH 7, 2023

And difficult as that may be it is a necessary part of life and any good approach to public policy and investment. All of this puts us in a highly tenuous situation where assets prices have become increasingly unstable and credit consumption has surged. Patience remains your most valuable asset. How bad will the current bust be?

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Economics Government Economy Assets 73

ClearMoney

NOVEMBER 4, 2021

per year in the US,3 as validation for investing in momentum-focused strategies. Considering the relatively low turnover required to capture profitability premiums,5 we believe high profitability strategies make a more compelling case as an asset allocation complement to value. Some see its outsize historical premium, 9.1%

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Brown Advisory

NOVEMBER 28, 2017

Balancing Act | A New Publication Series achen Tue, 11/28/2017 - 13:39 We believe that investing in equities should be a balancing act, not an exercise in placing bets on one side of the market. We believe that investing in equities should be a balancing act, not an exercise in placing bets on one side of the scale or the other.

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Brown Advisory

NOVEMBER 28, 2017

We believe that investing in equities should be a balancing act, not an exercise in placing bets on one side of the market. A Series Discussing Active Management In Late-Cycle Equity Markets. We believe that investing in equities should be a balancing act, not an exercise in placing bets on one side of the scale or the other.

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Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. is not particularly notable.

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Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Thu, 06/01/2017 - 02:47. is not particularly notable.

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Brown Advisory

JUNE 3, 2015

Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. The Advisory | June 2015.

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The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. What can I say about Julian Salisbury?

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Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Determine both your annual level of spending and a five- and 10-year goal for portfolio returns.

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Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Brown Advisory has championed ESG research and sustainable investing for more than a decade.

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Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Brown Advisory has championed ESG research and sustainable investing for more than a decade.

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The Irrelevant Investor

JULY 24, 2017

We don't use gold because financial advisors are supposed to stand in the way of clients and bad decisions, and gold is the ultimate bad-decision asset. And while the value of an advisor goes beyond portfolio management, being competent is table stakes. He laughed, and then it was my turn to share how I think about gold. "We

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