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Global Leaders Investment Letter: August 2022

Brown Advisory

The expected competitive forces don’t materialise, and we believe that superior economics can be maintained for a lot longer than our standard microeconomics mean-reversion frameworks would suggest. Behavioural economics has a lot to say about these cycles, we will come back to this another time. specialty insurer Hiscox.

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Transcript: Dave Nadig

The Big Picture

The advice part of being a financial adviser is the hard part. So we haven’t talked about the thematic ETS, biblical, partisan, our friend Perth Tolle’s Economic Freedom. There’s no economic incentive for anybody to change any of that. But it shouldn’t be your primary focus. NADIG: FRDM.