Communication, Portfolio Management and Valuation

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

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. A: One is Cogent Communications (CCOI).

Portfolio Management

Portfolio Management Portfolio Management Investing

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. While valuation is critical to our approach, it occurs near the end of our process. A: One is Cogent Communications (CCOI).

Portfolio Management

Portfolio Management Portfolio Management Investing

CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead

Brown Advisory

MAY 7, 2021

The discussion dissects technology sector valuations, what rising rates could mean for markets and the most important investment trends in the decade ahead. The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios. Brown Advisory does not render legal or tax advice.

Clients

Clients Taxes Portfolio Management Investing

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

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CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead

Brown Advisory

MAY 7, 2021

The discussion dissects technology sector valuations, what rising rates could mean for markets and the most important investment trends in the decade ahead. 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.

Clients

Clients Taxes Portfolio Management Investing

The Topic is Gold

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. And while the value of an advisor goes beyond portfolio management, being competent is table stakes. Third, Betterment just received $70 million in funding, at an $800 million valuation.

Financial Advisor

Financial Advisor Wealth Management Valuation Clients

Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

SEPTEMBER 12, 2016

We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others.

Food

Food Executive Compensation Portfolio Management Valuation

Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

SEPTEMBER 12, 2016

We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others.

Food

Food Executive Compensation Portfolio Management Valuation

Investment Perspectives | Cool Change

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investing

Investing Investments Portfolio Management Clients

Investment Perspectives | Cool Change

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investing

Investing Investments Portfolio Management Clients

Anchoring Expectations

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.

Taxes

Taxes Clients Estate Planning Compliance

Building A Portfolio To Offset Position Risk

Brown Advisory

OCTOBER 16, 2017

Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances.

Portfolio

Portfolio Clients Risk Tolerance Taxes

Building A Portfolio To Offset Position Risk

Brown Advisory

OCTOBER 16, 2017

Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances.

Portfolio

Portfolio Clients Risk Tolerance Taxes

Myth-Busting with Momentum: How to Pursue the Premium

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

Asset Allocation

Asset Allocation Commission Portfolio Distribution

Introducing the Brown Advisory U.S. Large-Cap Sustainable Value Strategy

Brown Advisory

JUNE 1, 2023

This is achieved by investing in a concentrated portfolio of companies that, according to our analysis, generate durable levels of free cash flow, exhibit capital discipline and have attractive valuations. They have been chosen for their capital discipline and durable fundamental cash flow, together with an attractive valuation.

Portfolio

Portfolio Valuation Investing Investments

Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. We have consumer discretionary, communications and information technology doing really well, and then everything else (utilities, material, health care, energy, etc.) 0:17 Ryan Kelley: Thanks. Happy to be here.

Marketing

Marketing Marketing Banking Numbers

Transcript: Graeme Forster, Orbis Investments

The Big Picture

OCTOBER 17, 2023

Then the volatility and, and the valuation makes an enormous difference. They understand that, they recognize it and you know, we’re always communicating with them to sort of help them through those periods. But it makes a big, big difference to your long-term outcomes if you can just avoid those big losses.

Investing

Investing Investments Clients Management

Transcript: Greg Davis, CIO Vanguard

The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%.

Portfolio

Portfolio Investing Investments Numbers

Investors Facing Rising Risks Need Solid Defense, Savvy Offense

Brown Advisory

SEPTEMBER 11, 2016

There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. versus 1.9

Economics

Economics Economy Communication Clients

Investors Facing Rising Risks Need Solid Defense, Savvy Offense

Brown Advisory

SEPTEMBER 11, 2016

There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. versus 1.9

Economics

Economics Economy Communication Clients

Are Alternatives Right for Our Organization?

Brown Advisory

OCTOBER 11, 2021

With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. It is not representative of an actual portfolio. When investing in alternatives, we seek long-term partnerships with portfolio managers and teams that possess specific talent and skill.

Assets

Assets Portfolio Risk Tolerance Asset Allocation

Are Alternatives Right for Our Organization?

Brown Advisory

OCTOBER 11, 2021

With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. It is not representative of an actual portfolio. When investing in alternatives, we seek long-term partnerships with portfolio managers and teams that possess specific talent and skill.

Assets

Assets Portfolio Risk Tolerance Asset Allocation

Transcript: Richard Bernstein

The Big Picture

MARCH 14, 2023

Everybody wants to sell a company when they get a good valuation. Obviously, profits, very important to company valuation — BERNSTEIN: Absolutely. The other thing we do, Barry, is we group valuation as a sentiment indicator. So we do a lot of valuation work. BERNSTEIN: Correct. RITHOLTZ: Right. BERNSTEIN: Yes.

Economy

Economy Investing Investments Portfolio

Transcript: David Einhorn, Greenlight Capital

The Big Picture

FEBRUARY 12, 2024

That explaining that process and communication to people built confidence. And since we’re looking for narratives as opposed, and then do valuation work second as opposed to cheap, we don’t screen. I’m the portfolio manager and I’m actually the only portfolio manager.

Management

Management Investing Investments Economy

Financial Advisor Source

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Webinars

Trending Sources

CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead

Webinars

CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead

The Topic is Gold

Diving Deep: Achieving Outperformance By Using Environmental Research

Diving Deep: Achieving Outperformance By Using Environmental Research

Investment Perspectives | Cool Change

Investment Perspectives | Cool Change

Anchoring Expectations

Building A Portfolio To Offset Position Risk

Building A Portfolio To Offset Position Risk

Myth-Busting with Momentum: How to Pursue the Premium

Introducing the Brown Advisory U.S. Large-Cap Sustainable Value Strategy

Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook

Transcript: Graeme Forster, Orbis Investments

Transcript: Greg Davis, CIO Vanguard

Investors Facing Rising Risks Need Solid Defense, Savvy Offense

Investors Facing Rising Risks Need Solid Defense, Savvy Offense

Are Alternatives Right for Our Organization?

Are Alternatives Right for Our Organization?

Transcript: Richard Bernstein

Transcript: David Einhorn, Greenlight Capital

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