Remove Ethics Remove Financial Advising Remove Food Remove Portfolio
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Global Leaders Investment Letter: August 2022

Brown Advisory

The Elephant in the Portfolio The global semiconductor industry is a poster child for the capital cycle and we have meaningful investments here. There is also the gnarly issues on ethics and relative competitive risks – will all actors globally follow this ethical mindset?

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Transcript: Dave Nadig

The Big Picture

The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. The advice part of being a financial adviser is the hard part. You want to put together a portfolio?