Brown Advisory

FEBRUARY 14, 2023

Focus on Risks and Opportunities: Our ESG research approach seeks to assess ESG risk management, and identify sustainable opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact. All investments involve risk.

Government 52

Government Economics Investing Investments 52

Brown Advisory

OCTOBER 22, 2021

Focus on Risks and Opportunities: Our ESG research approach seeks to assess ESG risk management, and identify sustainable opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact. All investments involve risk.

Government 52

Government Education Economics Investing 52

Brown Advisory

OCTOBER 22, 2021

Our sustainable investing philosophy and process were developed in-house and are supported by a robust team of ESG research analysts, portfolio managers and other dedicated professionals. All investments involve risk. Our approach is consistent and systematic across our platform.

Government 52

Government Education Economics Investing 52

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year.

Healthcare 154

Healthcare Portfolio Management Investing 154

The Big Picture

DECEMBER 6, 2022

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. I was employee number 10. So fast forward to where we are today, we have over $40 billion in assets under management. We have retail clients.

Clients 154

Clients Investing Investments Management 154

The Big Picture

AUGUST 29, 2023

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. It’s client related, it’s media like we’re doing today. I thought that was a really interesting story.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

NOVEMBER 14, 2023

She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. So I need to adjust my management style.

Math 130

Math Management Insurance Assets 130

The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. How do you crunch the numbers on that, and where do you come out on small cap and value? Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital.

Assets 164

Assets Management Portfolio Marketing 164

The Big Picture

MAY 23, 2023

This is a fascinating conversation about business growth and leadership and management and how to run a team. And it was yet another sort of sketchy criminal defense piece, where I had to go and interview a client who had been arrested because he had been out on bail and escaped bail. I manned client call phones.

Clients 154

Clients Management Engineering Investing 154

Brown Advisory

MAY 25, 2017

With this process, we distill historical and projected financial, strategic and qualitative issues into a single statistic.This keeps our decision making objective and prevents us from making gut calls about risk-reward dynamics in a given situation. It integrates our credit research with our risk management and portfolio decisions.

Portfolio 52

Portfolio Clients Investing Investments 52

The Big Picture

SEPTEMBER 26, 2023

Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. I wanna say it’s about $179 billion in client assets. I think most importantly, our clients appreciated the return of capital. And it did. We returned a lot of capital.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

AUGUST 16, 2022

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. John was one of our managers that we had, you know, our clients invest in.

Management 296

Management Assets Risk Management Valuation 296

The Big Picture

DECEMBER 20, 2022

To lead the bank’s efforts in investing in sovereign debt restructurings and to bring our clients along was a great experience. And every so often, a client would come by. All we do is focus on an investment management. Just a service for the banks and clients that wanted exposure? KOENIGSBERGER: Yeah.

Banking 154

Banking Assets Government Investing 154

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130