Brown Advisory

DECEMBER 5, 2023

Social factors such as access to healthcare, food, and housing can create meaningful risks and opportunities that are directly relevant to a company’s competitive position. As there's no shortage of such risks, we also find opportunities to solve these intractable challenges across the entire economy.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

Brown Advisory

SEPTEMBER 6, 2022

As economies decouple and deglobalise, prior “just-in-time” firms will move to “just-in-case” inventory, so it won’t be surprising to see RoICs come down without an offset in either asset turns or profit margins as they carry more robust inventory levels. Near-term cutbacks risk innovation and long-term growth.

Investing 52

Investing Investments Insurance Ethics 52

The Big Picture

NOVEMBER 15, 2022

NADIG: So the reason is because, you know, when we look at how the corporate economy works, there are investments that you have to make. And if there’s like one person who I was, like, if I had a business decision, like career choice, ethical quandary, something like that, there’s no question he’d be the first person I’ll call.

Management 270

Management Assets Portfolio Investing 270