The Big Picture

AUGUST 16, 2022

?. The transcript from this week’s, MiB: Kenneth Tropin, Graham Capital Management , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Bloomberg , and Acast. John was one of our managers that we had, you know, our clients invest in. TROPIN: Yeah.

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Investment Writing

FEBRUARY 6, 2024

” You can read general guidelines—and download detailed instructions —on the CFP Board’s website. Amy Jones, CFA, is a portfolio manager. I researched the CPA credential when copyediting bios for a client. Will you land in trouble if you don’t abide by the guidelines? What about the CPA?

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Brown Advisory

OCTOBER 11, 2022

2021 Impact Report: Sustainable Small-Cap Core Strategy mhannan Tue, 10/11/2022 - 17:44 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing, across a wide range of its equity and fixed income strategies. More recently (i.e.,

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Brown Advisory

OCTOBER 11, 2022

Download the Report. . A Letter of Introduction From The Portfolio Managers. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Portfolio Manager. Portfolio Manager; CIO and Head of U.S.

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The Big Picture

SEPTEMBER 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:12:42 [Speaker Changed] I think it absolutely should be the norm because it is generally what our clients are seeking. And so that’s not something that every client is willing to tolerate.

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Brown Advisory

OCTOBER 31, 2020

To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.

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Brown Advisory

OCTOBER 31, 2020

In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. . . Download the Letter. . . Global Leaders Investment Letter - Q3 2020. Sat, 10/31/2020 - 09:50. Global Leaders Strategy Investment Letter - Q3 2020.

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Brown Advisory

FEBRUARY 23, 2022

We are by no means experts, but we have invested substantial time and effort reflecting on how to bring our colleagues back to the office in the most effective, safest way possible, for the benefit of our clients, our colleagues and our culture.

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Brown Advisory

FEBRUARY 23, 2022

We are by no means experts, but we have invested substantial time and effort reflecting on how to bring our colleagues back to the office in the most effective, safest way possible, for the benefit of our clients, our colleagues and our culture. Moderator: Brad Dunn, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager. .

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Brown Advisory

NOVEMBER 10, 2023

Sustainable Small-Cap Core Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Fri, 11/10/2023 - 13:26 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing across a wide range of its equity and fixed income strategies.

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Brown Advisory

JUNE 30, 2020

In this letter the Portfolio Managers discuss experiencing FOJI (the Fear of Joining In) in the current COVID crisis. Download the Letter. . . Tue, 06/30/2020 - 09:50. Global Leaders Strategy Investment Letter - Q2 2020. They also comment on the team’s recent annual offsite. . .

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Brown Advisory

JULY 14, 2020

31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. Most importantly, we are deeply grateful to our clients, who trust us as stewards of their capital and serve as our partners as we learn, innovate and improve over time.

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Brown Advisory

JULY 14, 2020

Download the Report. . A Letter of Introduction From The Portfolio Managers. . At Brown Advisory, we are deeply committed to sustainable investing, with the goal of helping clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.

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The Big Picture

MAY 20, 2025

The transcript from this weeks, MiB: John Montgomery, Bridgeway Capital Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Tell us about the mutual funds in ETFs you run on behalf of Bridgeways clients.

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The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. BERRUGA: Yeah.

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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

Download the Report. . 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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Brown Advisory

NOVEMBER 29, 2022

Download the Report. . For our part, as an investment firm, we must view climate decisions through the lens of our fiduciary duty to generate attractive investment returns that help our clients achieve their goals over the long term. We also describe our initial plans under the Net Zero Asset Managers initiative (NZAMi).

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Trade Brains

NOVEMBER 4, 2023

In addition to this, it offers other services such as portfolio management, consultancy, etc. With the existing happy clients, the company aims to give customer-centric service to its clients. Direct access to the Code Base access is provided on the platform, so choose and download applications while you trade.

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Brown Advisory

NOVEMBER 29, 2022

Investing in a Resilient Future: Our Role in Supporting the Climate mhannan Tue, 11/29/2022 - 14:04 Download the Report We live in an age of technological miracles, but many of these miracles come with steep costs for society. We also describe our initial plans under the Net Zero Asset Managers initiative (NZAMi).

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Brown Advisory

MAY 7, 2021

The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios. Download transcript MORE ON THIS TOPIC Brown Advisory Global Leaders Strategy: Ted Seides interviews Mick Dillon In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon.

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Brown Advisory

MAY 7, 2021

The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios. Download transcript. . In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon. MORE ON THIS TOPIC.

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Brown Advisory

DECEMBER 2, 2015

By walking through four steps with a client, we can refocus his or her mindset on the fundamental issues that help safeguard financial stability and achieve steady outperformance. Here are four ways we think about preparing clients to stay the course regardless of the market’s mood: Clarify your mission. Set hard numbers.

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Brown Advisory

JUNE 3, 2015

Just five years ago, if a client wanted a fully sustainable portfolio, we could find managers we were confident in for no more than 50% of total assets. Today, however, we can boost that to 80% in a balanced portfolio. Here is a tour of some compelling strategies that we use in client portfolios.

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Brown Advisory

JUNE 3, 2015

Mike Hankin, Brown Advisory President and CEO, describes the firm’s commitment to cutting through the noise to get at what matters most to clients: performance, advice and service. Our clients are not alone: Investments aligned to environmental, social or governance factors surged to $4.3

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Sara Grillo

JULY 8, 2022

No joke, there are alot of morons in the business who are salespeople in disguise and just sit around golfing all day while earning trailing commissions off their clients to whom they sold whole life insurance 20 years ago. I have any emails from clients routed to a specific folder so that I can address those first. hours of it.

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Brown Advisory

SEPTEMBER 3, 2015

We are using third-party managers such as Somerset and Macquarie in an effort to position client portfolios to benefit from the rising middle class across the region. We mitigate risk by ensuring that the managers buy shares of Chinese companies outside mainland exchanges, where speculation is rife. 1, 2008, until Dec.

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Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

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The Big Picture

FEBRUARY 28, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. LAYTON: So every client that we have, every asset that we own is a result of somebody getting on an airplane and — RITHOLTZ: Right. We have most of our clients from Europe.

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Brown Advisory

DECEMBER 2, 2015

Please download The Advisory to read other articles in this issue including: Off the Beaten Trail. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. By Mark Kodenski, Private Client Portfolio Manager.

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Brown Advisory

JUNE 3, 2015

Yet by finding companies with environmental business advantages, we believe we can help clients find compelling investment opportunities for the coming decades. . Please download The Advisory to read other articles in this issue including: Demystifying Sustainable Investing. By Mike Hankin, President and CEO. Starting Points.

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Brown Advisory

AUGUST 5, 2020

Community Foundations: Challenges And Solutions ajackson Wed, 08/05/2020 - 14:42 DOWNLOAD PDF On the surface, endowments and foundations are all pursuing similar goals, such as preservation of capital and ensuring income to cover spending needs. SOLUTION Brown Advisory helps clients approach decisions from a risk management perspective.

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Brown Advisory

AUGUST 5, 2020

DOWNLOAD PDF. But they also grapple with specific issues such as balancing the goals of their donors with their own programmatic priorities, and carefully managing their varied income streams from fundraising, fund administration and other services. Brown Advisory helps clients approach decisions from a risk management perspective.

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The Big Picture

DECEMBER 19, 2023

 You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. There are about 13 different portfolio managers each focused on a different sub-sector. You have 13 portfolio managers plus including you and Carl. No, no overlap.

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The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96?

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The Big Picture

FEBRUARY 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. They’ve grown tremendously.

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Brown Advisory

SEPTEMBER 1, 2015

Please download The Advisory to read other articles in this issue including: Europe's Slow Climb. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening.

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