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.

Investing 52

Investing Investments Portfolio Accounting 52

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." Meanwhile, I plan to focus my time on working with the many clients I’ve come to know over the years. Little River Band, 1979 Changes occur for a variety of reasons. A cool change indeed.

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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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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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Investment Advisor Investing Investments Certified Financial Planner 52

Brown Advisory

APRIL 12, 2023

2022 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Portfolio Management 52

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Brown Advisory

MARCH 31, 2023

Audio Updates: Large-Cap Sustainable Growth Strategy mhannan Fri, 03/31/2023 - 09:58 The strategy seeks to deliver competitive risk-adjusted returns over a full market cycle through a concentrated portfolio of companies that we believe offer durable fundamental strengths, sustainable competitive advantages and compelling valuations.

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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?

Marketing 52

Marketing Marketing Asset Allocation Clients 52

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.

Investing 52

Investing Investments Asset Allocation Marketing 52

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.

Investing 52

Investing Investments Asset Allocation Marketing 52

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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Investing Investments Financial Advisor Economy 52

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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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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Government Investing Investments Economics 52

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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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

APRIL 1, 2015

Investment Perspectives | Bubbles II. In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Wed, 04/01/2015 - 16:48.

Investing 52

Investing Investments Valuation Assets 52

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.

Investing 52

Investing Investments Portfolio Management 52

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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Investing Investments Portfolio Management 52

Zoe Financial

FEBRUARY 21, 2023

However, I have very specific investment goals and need to know what characteristics to look for. A Zoe Blog Reader Dear Reader, When it comes to managing your money, knowing who to turn to can be challenging. They may also offer services such as setting up investment accounts or retirement plans that fit your unique needs.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

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. Intently listen to clients and to outside viewpoints. Sustainability is paramount for long-term investing.

Management 52

Management Portfolio Management Portfolio Clients 52

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. Intently listen to clients and to outside viewpoints. Sustainability is paramount for long-term investing.

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Management Portfolio Management Portfolio Clients 52

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.

Investing 52

Investing Investments Assets Numbers 52

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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Investing Investments Assets Numbers 52

Inside Information

DECEMBER 26, 2023

Recently, he wrote a whitepaper that predicted what I would interpret as a cybersecurity apocalypse where suddenly the bad guys successfully targeted advisors and stole from their clients. Hurley is running a new firm that advisors can subscribe to that would offer cyber protection to their clients.)

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Wealth Management Clients Management Numbers 40

Brown Advisory

MAY 12, 2020

Reflections for Five Years of Global Leaders ajackson Tue, 05/12/2020 - 09:38 The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. Q&A At the heart of your investment selection process is an appreciation for the customer.

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Brown Advisory

MAY 12, 2020

The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. You can read more about their current thinking in their latest investment letter Blinded by the Flashes of Light. Why is the customer such a big focus of yours?

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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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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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Investing Investments Portfolio Valuation 152

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. Today, we are focused on developing strategies that specifically address our clients’ stated needs. large-cap growth” or “small-cap value.”

Portfolio 52

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Brown Advisory

OCTOBER 16, 2017

But when our clients tell us what keeps them up at night, they don’t speak in terms of style boxes; they ask for things like income, protection against a market correction or (of particular relevance to this publication) a way to offset the risks of a large, concentrated stock position they hold. Mon, 10/16/2017 - 11:53.

Portfolio 52

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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

MAY 31, 2017

Throughout this period, we often saw windows in which we believed that European valuations were more attractive, but we were cautious due to Europe’s high debt levels and struggles to generate economic growth. We maintain a model portfolio internally to track the results of our asset allocation stances. is not particularly notable.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Throughout this period, we often saw windows in which we believed that European valuations were more attractive, but we were cautious due to Europe’s high debt levels and struggles to generate economic growth. We maintain a model portfolio internally to track the results of our asset allocation stances. is not particularly notable.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Irrelevant Investor

JULY 24, 2017

I get to see how other people in the industry think, how much they know, and how they communicate with their clients. The one that didn't said something to the effect of, "Even though stocks are wildly overvalued and we know a crash is coming, gold hasn't been working and my clients don't want to own it. He was perturbed by this.

Financial Advisor 52

Financial Advisor Wealth Management Valuation Clients 52

Brown Advisory

SEPTEMBER 3, 2015

Nevertheless, we believe that a discriminating investment strategy toward China and neighboring emerging markets has the potential to yield meaningful long-term gains, especially from growth in China’s middle class. By Paul Chew, CFA, Head of Investments. A rally driven by hype instead of earnings growth eventually succumbs to gravity.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

JUNE 3, 2015

In many clients’ portfolios we have eliminated our overweight position in U.S. Instead, we favor hedged equity strategies, income-oriented real estate and other investments that we believe pose a risk level between stocks and bonds. . Concern about future economic growth undermines valuations. Impact on U.S.

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Valuation Economy Banking Economics 52