Financial Services Manufacturing Numbers Portfolio Management 
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. That’s attractive in and of itself.
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. Another is Catalent (CTLT), which is an outsourced manufacturer of pharmaceutical dosage forms with a solid reputation.
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Brown Advisory
AUGUST 11, 2023
Old economy refers to industries that have not changed significantly despite advances in technology – subsectors like steel, agriculture and manufacturing come to mind, but for inclusivity let’s broaden the definition out to the industrials and materials sectors. Source: FactSet. Data as of July 30, 202. was only marginally better.
Carson Wealth
JANUARY 2, 2024
Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention. A diversified portfolio does not assure a profit or protect against loss in a declining market.
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. We try to avoid companies that, in our view, are excessively exposed to pressures out of their control.
Brown Advisory
OCTOBER 28, 2019
Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. As a final note, we should mention that a number of our successful investments are not in the health care sector, but their growth has been partly propelled by health care drivers.
The Big Picture
JULY 11, 2023
JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. ” Who are the number one users of TurboTax?
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