Brown Advisory

OCTOBER 16, 2017

Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances. Let’s call the stock "XYZ."

Portfolio 52

Portfolio Clients Risk Tolerance Taxes 52

Brown Advisory

OCTOBER 16, 2017

Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances. Let’s call the stock "XYZ."

Portfolio 52

Portfolio Clients Risk Tolerance Taxes 52

The Big Picture

OCTOBER 31, 2023

And so our initial thrust was what our first hedge fund called Bay Pond, which is a financial services hedge fund, started by Nick Adams back in 1994, which will, I guess be celebrating its 30th anniversary next year. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? The more private side of the street?

Management 162

Management Investments Investing Portfolio 162

Brown Advisory

MARCH 30, 2022

These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. ROIC calculations presented use LFY (last fiscal year) and exclude financial services All investments involve risk. Numbers may not total due to rounding.

Investments 52

Investments Investing Marketing Marketing 52

Brown Advisory

SEPTEMBER 12, 2016

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. These views are not intended to be a forecast of future events or a guarantee of future results.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

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. These views are not intended to be a forecast of future events or a guarantee of future results.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

MAY 31, 2017

Recent political events have shaken confidence in the EU, but the victory of Emmanuel Macron over far-right candidate Marine Le Pen in France’s presidential election assuaged fears of a French exit from the EU, an event that likely would have triggered market volatility and heightened uncertainty.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Recent political events have shaken confidence in the EU, but the victory of Emmanuel Macron over far-right candidate Marine Le Pen in France’s presidential election assuaged fears of a French exit from the EU, an event that likely would have triggered market volatility and heightened uncertainty.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

Valuation 52

Valuation Portfolio Sales Investments 52

Brown Advisory

APRIL 18, 2018

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. In this article, Global Leaders portfolio managers Mick Dillon and Bertie Thomson discuss the dangers of oversimplifying valuation.

Valuation 52

Valuation Portfolio Sales Investments 52

Brown Advisory

NOVEMBER 28, 2017

This is obviously relevant when we consider our clients’ overall exposure to risk assets, and it is also important for our equity research analysts and portfolio managers as they think about the prospects of the individual stocks in their portfolios. An index constituent must also be considered a U.S.

Economy 52

Economy Clients Economics Management 52

Brown Advisory

NOVEMBER 28, 2017

This is obviously relevant when we consider our clients’ overall exposure to risk assets, and it is also important for our equity research analysts and portfolio managers as they think about the prospects of the individual stocks in their portfolios. An index constituent must also be considered a U.S.

Economy 52

Economy Clients Economics Management 52

Brown Advisory

JUNE 1, 2023

Many companies that are traditionally perceived as ‘value stocks’, such as energy and financial services, do not typically fit the traditional mold of an ESG investment and have often been overlooked. Michael Poggi, CFA Mike is the portfolio manager for the Large-Cap Sustainable Value Strategy.

Portfolio 52

Portfolio Valuation Clients Investments 52

Brown Advisory

SEPTEMBER 11, 2016

This provides a meaningful boost to return in a low-yield environment and cushions a portfolio should interest rates begin to rise. (We These two steps would help investors in the event of an adverse outcome. These views are not intended to be a forecast of future events or a guarantee of future results. small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. BLOOMBERG, is a trademark and service mark of Bloomberg Finance L.P.,

Investments 52

Investments Investing Medical Portfolio 52

Brown Advisory

SEPTEMBER 11, 2016

This provides a meaningful boost to return in a low-yield environment and cushions a portfolio should interest rates begin to rise. (We These two steps would help investors in the event of an adverse outcome. These views are not intended to be a forecast of future events or a guarantee of future results. small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

OCTOBER 28, 2019

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results.

Investments 52

Investments Investing Medical Portfolio 52

WiserAdvisor

APRIL 12, 2024

In financial services, this translates to diminishing returns in client service quality as the client base expands. Evaluating the overall contribution of each client, both quantitatively and qualitatively, can help you make more informed decisions about client retention and portfolio management.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

The Irrelevant Investor

JULY 19, 2016

A large swath of the financial services industry would love to have you believe in their magic. Obviously Hussein's capture was the major event of the day, and because of the way the automatic search for causes shape our thinking, that event was destined to be the explanation of whatever happened in the market on that day.

Investments 52

Investments Investing Asset Allocation Assets 52

Brown Advisory

OCTOBER 11, 2021

Hedge funds can include a number of strategies: long-short, trading-oriented, global macro, event-driven and activist. When investing in alternatives, we seek long-term partnerships with portfolio managers and teams that possess specific talent and skill. Many private equity funds have a term life of ten years or more.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 11, 2021

Hedge funds can include a number of strategies: long-short, trading-oriented, global macro, event-driven and activist. When investing in alternatives, we seek long-term partnerships with portfolio managers and teams that possess specific talent and skill. Many private equity funds have a term life of ten years or more.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 4, 2021

Chart covers both the equity and fixed income portions of the sustainable model portfolio and the MSCI ACWI Index. *The The portfolio information above represents a model portfolio. It is not representative of an actual portfolio. Chart covers the equity portion of the sustainable model portfolio and the MSCI ACWI Index.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Chart covers both the equity and fixed income portions of the sustainable model portfolio and the MSCI ACWI Index. . The portfolio information above represents a model portfolio. It is not representative of an actual portfolio. Chart covers the equity portion of the sustainable model portfolio and the MSCI ACWI Index.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investments 52

Investments Investing Portfolio Management 52

The Big Picture

FEBRUARY 28, 2023

In the private markets, you find a sector that you like, you do your research, you find a company that you like, you have to wait for years until an event comes up. And this isn’t dissimilar from what’s happened in prior eras within the financial services sector.

Clients 147

Clients Assets Investments Portfolio 147

Brown Advisory

JANUARY 17, 2024

These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

Investments 52

Investments Investing Portfolio Accounting 52

Brown Advisory

AUGUST 14, 2023

Both “risks” faded in the models quickly; the events had already happened. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

Investments 52

Investments Investing Portfolio Accounting 52

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. I mean, it was an existential event. But in some ways, those events, and we saw it again in March of 2020, we saw it again around where you see these big moments where it draws people together. And then you see some surprise events.

Assets 299

Assets Clients Investments Investing 299

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. And it began outside of financial services. NORTON: Yeah. NORTON: Yeah. NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investments 130

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. It’s about creating the right types of events that draw the community in. And I have to say, having attended Le Mans this year, it is an unbelievable event.

Investments 130

Investments Investing Assets Insurance 130

Brown Advisory

SEPTEMBER 25, 2023

The combination of its investment philosophy and its client-first culture helps to make Brown Advisory a compelling portfolio manager. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results.

Portfolio 52

Portfolio Clients Management Investments 52

The Big Picture

JUNE 10, 2025

And, and, you know, some of the formidable years, I remember, you know, spending time, you know, the quality time I would spend with my dad, we’d be going to sporting events, right? You, you know, one of the hallmarks of ETFs of the separately managed accounts that we’ve talked about direct indexing is transparency.

Assets 147

Assets Management Portfolio Investments 147

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. Oh, nice event. I, I, I interviewed him for one of their events. Did 00:13:34 [Speaker Changed] You ever have Oh, yeah, yeah, yeah, yeah. But Bob Farrell’s 10 investing rules.

Numbers 147

Numbers Banking Management Marketing 147

The Big Picture

JULY 8, 2025

She’s had, you know, just about every job on the buy side and sell side, including portfolio manager, consultant to LBOs and m and as she’s just done so much stuff, it’s so interesting that she really brings just this unique set of experiences to Citi. Yeah, that makes sense. BlackRock especially.

Investments 26

Investments Investing Numbers Assets 26

The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. It is a financial services hub. He worked as a trader.

Assets 147

Assets Insurance Investments Management 147