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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

And the third thing is documenting war crimes. And that’s actually something that Bridgeway Foundation knows a lot about, 00:13:33 [Speaker Changed] Documenting war crimes, 00:13:35 [Speaker Changed] Documenting. What do you do with all of that information once you’ve documented a war crime in Ukraine?

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Transcript: Heather Brilliant, Diamond Hill

The Big Picture

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. But there’s always gotta be some element of the valuation really being compelling.

Investing 146
Insiders

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Anchoring Expectations

Brown Advisory

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 52
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Beyond Bottom-Up

Brown Advisory

Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Our process was developed and refined by the team that manages our Large- Cap Sustainable Growth Strategy—Portfolio Managers Karina Funk and David Powell, and ESG Research Analyst Emily Dwyer.

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Beyond Bottom-Up

Brown Advisory

Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Our process was developed and refined by the team that manages our Large- Cap Sustainable Growth Strategy—Portfolio Managers Karina Funk and David Powell, and ESG Research Analyst Emily Dwyer. Emily Dwyer.

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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

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 52
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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

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 52