Brown Advisory

OCTOBER 11, 2021

We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results. An index constituent must also be considered a U.S.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

The Big Picture

NOVEMBER 14, 2023

00:02:59 [Speaker Changed] I was not, I was waitressing one summer, my final summer after my senior year and a friend called and said, I just interviewed with the financial services company. It was Mass Financial Services. Didn’t really think about going into financial services.

Math 130

Math Management Insurance Assets 130

Brown Advisory

JUNE 1, 2023

Many companies that are traditionally perceived as ‘value stocks’, such as energy and financial services, do not typically fit the traditional mold of an ESG investment and have often been overlooked. Michael Poggi, CFA Mike is the portfolio manager for the Large-Cap Sustainable Value Strategy.

Portfolio 52

Portfolio Valuation Clients Investing 52

Brown Advisory

SEPTEMBER 11, 2016

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. Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Drug pricing is a well-documented issue and few, if any, answers will satisfy all stakeholders.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

SEPTEMBER 11, 2016

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. Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

OCTOBER 28, 2019

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Drug pricing is a well-documented issue and few, if any, answers will satisfy all stakeholders. BLOOMBERG, is a trademark and service mark of Bloomberg Finance L.P.,

Investing 52

Investing Investments Medical Portfolio 52

The Big Picture

FEBRUARY 28, 2023

And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. RITHOLTZ: Like, wait, you want me to FedEx your documents to get a wet signature on it, and then have the other eight people sign it. I just signed a whole bunch of bank docs through DocuSign on my laptop.

Clients 147

Clients Assets Portfolio Investing 147

Brown Advisory

JANUARY 17, 2024

6 This is in spite of the small cap vs large cap bias documented by Fama and French.7 ROIC calculations presented use LFY (last fiscal year) and exclude financial services. That may only be accomplished by the issuance of a private offering memorandum/subscription documents. This is not an offer to sell securities.

Investing 52

Investing Investments Portfolio Accounting 52

Brown Advisory

AUGUST 14, 2023

ROIC calculations presented use LFY (last fiscal year) and exclude financial services. The strategy will invest in equity securities of companies that the portfolio manager believes are leaders within their industry or country, as demonstrated by an ability to deliver high relative return on invested capital over time.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

APRIL 11, 2023

So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood.

Valuation 298

Valuation Education Numbers Government 298