Financial Services Government Portfolio Management Valuation 
Brown Advisory
SEPTEMBER 20, 2017
Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Second, we keep a keen eye on valuation.
Brown Advisory
SEPTEMBER 20, 2017
Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. While valuation is critical to our approach, it occurs near the end of our process. Second, we keep a keen eye on valuation.
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The Irrelevant Investor
JULY 23, 2018
Michael is the portfolio manager of Broome Street Capital, a fund that specializes in m&a and event-driven trading. And Google just got fined by the EU, again, and it wouldn't shock me to see government intervention at some point in the future. Do financial service companies of the future look like those of the past?
Brown Advisory
SEPTEMBER 12, 2016
managers focused on environmental, social and governance (ESG) factors and the 13.6% We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors.
Brown Advisory
SEPTEMBER 12, 2016
managers focused on environmental, social and governance (ESG) factors and the 13.6% We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors.
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.
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.
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