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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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The Labor Shortage May Be Permanent

Mauldin Economics

Can a robot hold back a chef who’s about to rampage because someone called their creations low-grade dog food? “They don't come in and blend well with us,” says Julie Carpenter, a research fellow in the Ethics and Emerging Sciences Group at California Polytechnic State University. Basically: Stay in your lane, robot.

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Elevating The "G" In ESG

Brown Advisory

Corporate governance has tended to evolve in waves in recent history, with each wave a response to major disruptions in market or economic conditions. The COVID pandemic disrupted the social and economic fabric of the world, and the more recent invasion of Ukraine by Russia upended energy markets and created a global food and refugee crisis.

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5 Tips to Build an Investment Portfolio for Retirement

WiserAdvisor

Investing in companies across diverse economic sectors can help reduce the impact of sector-specific risks on your overall portfolio. For instance, consider pharmaceuticals, technology, energy, information technology, artificial intelligence, food, and more. Studies suggest that ESG stocks may outperform their non-ESG counterparts.

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Socially Responsible Investing: Is It Also More Profitable?

Mr. Money Mustache

The omission of Berkshire Hathaway was a bit of a shocker, as it is run with solid ethical principles by Warren Buffett, one of the worlds most generous philanthropists. First of all, it helps to remember a fundamental piece of economics: your spending dollars will probably have a much bigger impact than your investment dollars.

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2019 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Buffett praised Abel and Jain for their accomplishments and their knowledge of the businesses and work ethic, and invited questions for them as well. Buffett said the consumer packaged food business had gotten tougher because of changing relationships with retailers.

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2019 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Buffett praised Abel and Jain for their accomplishments and their knowledge of the businesses and work ethic, and invited questions for them as well. Buffett said the consumer packaged food business had gotten tougher because of changing relationships with retailers.