Brown Advisory

AUGUST 24, 2023

In this impact report for our Global Leaders Strategy, Portfolio Managers Mick Dillon and Berite Thomson reflect on the past year. MORE ON THIS TOPIC Global Leaders Strategy: Reporting on the impact of our investment decisions We believe our investments generate a wide variety of positive impacts.

Economy 52

Economy Portfolio Management Clients Portfolio 52

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. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024.

Marketing 89

Marketing Marketing Economy Manufacturing 89

David Nelson

NOVEMBER 28, 2022

The Wall Street Journal is reporting that (AAPL) could see a 6 million iPhone Pro shortfall as unrest spreads throughout China’s manufacturing centers. Many are calling the crackdowns the largest since the Tiananmen Square protests in 1989.

Marketing 52

Marketing Marketing Portfolio Management Manufacturing 52

David Nelson

JULY 25, 2022

By David Nelson, CFA CMT Congress is close to passing a $52 Billion subsidy for the Chip industry to on shore semiconductor manufacturing here in the United States.

Compliance 98

Compliance Portfolio Management Management Manufacturing 98

Carson Wealth

JANUARY 16, 2024

Our LEI places less emphasis on manufacturing and business sentiment and more on consumer spending, which makes up roughly two-thirds of the economy, than some widely followed LEIs. high technology manufacturing base in the last year has been extraordinary. In addition, the investment in the U.S.

Investing 96

Investing Investments Marketing Marketing 96

Brown Advisory

SEPTEMBER 3, 2015

Here are two companies in our managers’ portfolios that we believe can weather the short-term turbulence and excel long term: From media to fashion to tourism, South Korean companies have ridden the rise of middle-income Chinese. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. 1, 2008, until Dec. Rude Awakening.

Insurance 52

Insurance Portfolio Management Clients Government 52

The Big Picture

FEBRUARY 3, 2024

I ask students in my economics classes to inspect the cars’ undersides, and together we trace the gradual movement of toy car manufacturing: from England and the United States in the 1960s to Japan in the mid-1970s, from South Korea in the mid-1980s to China in the late 1990s and Vietnam after.

Portfolio Management 278

Portfolio Management Economics Retail Manufacturing 278

Brown Advisory

SEPTEMBER 1, 2015

TreeHouse Foods, the largest manufacturer of foods carrying the brand names of supermarket chains, is a small-cap stock that is flourishing as consumers increasingly prefer small, niche brands over large producers with long-established labels. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening.

Food 52

Food Portfolio Management Sales Strategic Planning 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.

Investing 52

Investing Investments Medical Portfolio 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. Healthy Returns: Sustainable Investing in the Health Care Sector. Mon, 10/28/2019 - 14:59.

Investing 52

Investing Investments Medical Portfolio 52

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. You have 13 portfolio managers plus including you and Carl. Since then, it’s grown to about $7 billion.

Healthcare 152

Healthcare Portfolio Management Investing 152

The Big Picture

DECEMBER 14, 2023

BBC ) • ‘Bidenomics’ is a big hit — outside the US : The president’s signature climate law, with its massive subsidies and push for domestic manufacturing, has leaders across the UK, Australia and Europe scrambling to follow suit. How did our ancestors cope? ( But American voters seem unimpressed.

Portfolio Management 130

Portfolio Management Manufacturing Management Assets 130

Brown Advisory

SEPTEMBER 22, 2017

Second, they lower their own costs materially, thereby improving margins, by becoming productivity leaders through innovative manufacturing, distribution, or other strategies. Nor are the examples we offered ideal, as ARM and Cavium outsource their manufacturing. The Journal of Portfolio Management 40(2): 18-29.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Second, they lower their own costs materially, thereby improving margins, by becoming productivity leaders through innovative manufacturing, distribution, or other strategies. Nor are the examples we offered ideal, as ARM and Cavium outsource their manufacturing. The Journal of Portfolio Management 40(2): 18-29.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 3, 2015

We also expect that earnings will rise at Atlas Copco, a Sweden-based manufacturer of industrial tools and equipment, and other companies tied to Europe’s recovering industrial sector. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening.

Economy 40

Economy Economics Asset Allocation Clients 40

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. 0:17 Ryan Kelley: Thanks.

Marketing 52

Marketing Marketing Banking Numbers 52

Carson Wealth

AUGUST 21, 2023

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Four positive stories on the manufacturing front are tailwinds for the economy. The economy has surprised to the upside and stocks had one of their best starts to a year. Inflation was up just 1.9%

Marketing 52

Marketing Marketing Economy Retail 52

Brown Advisory

OCTOBER 26, 2021

Our due diligence process is built on Brown Advisory’s small-cap heritage, a solid foundation developed over the 15 years of experience in the space, and implemented by a large team of analysts and portfolio managers. Catalent is a quintessential example. However, that was not the entire story.

Manufacturing 52

Manufacturing Communication Investing Investments 52

MarketWatch

JUNE 18, 2023

Bearish portfolio managers have been “hedging their positions because they don’t want to miss out on the AI frenzy,” which has helped to juice the recent rally in stocks, said Eric Sterner, chief investment officer at Apollon Wealth Management, which manages $3.9 The average performances for each month is -0.3%

Marketing 75

Marketing Marketing Economics Management 75

Brown Advisory

AUGUST 14, 2023

Our technology investments range from semiconductor design and manufacturing to vertical market software and we believe these have very different long-term economic drivers and ways of capturing value which is precisely what we seek. We are an all-sector, all-country investment strategy.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

JULY 11, 2023

JOHNSON: And so, and the manufacturer had less power. So she wants her portfolio managed that way. You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right. And honestly, actually to the person who deals directly with the client, to the financial advisor themselves.

Management 213

Management Investing Investments Assets 213

The Big Picture

DECEMBER 6, 2022

But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. We have our portfolio management team, our portfolio administration team, just to make sure in terms of liquidity capacity of the strategy make sense. BERRUGA: Yeah.

Clients 152

Clients Investing Investments Management 152

The Big Picture

JANUARY 16, 2024

I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period. ’cause eventually you were running that for a few Cathy Marcus : 00:05:56 [Speaker Changed] Years.

Assets 258

Assets Investing Investments Management 258

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. You’ve seen job losses in goods producing sectors, manufacturing, auto, construction. Manufacturing seems to be bottoming with ISM where it is right now. Tell us a little bit about your research.

Marketing 130

Marketing Marketing Economy Valuation 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. I think that Ford is the world’s largest commercial vehicle manufacturer, will find its footing in EVs and come out with some pretty spectacular things.

Investing 130

Investing Investments Assets Insurance 130

Sara Grillo

NOVEMBER 14, 2022

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not. Are commissions bad?

Insurance 59

Insurance Financial Advisor Retirement License 59

The Big Picture

SEPTEMBER 26, 2023

I think the reason I say should and not would is because we also have stimulation by the Biden administration in the form of infrastructure bills, in the form of green manufacturing capabilities, reshoring of certain types of manufacturing. And that’s stimulative. So I, I think that’s, that’s advice number one.

Banking 130

Banking Investing Investments Clients 130

The Better Letter

JANUARY 11, 2024

For example, if, say five years ago, you knew that there would be a global pandemic and that Pfizer would be the leading manufacturer of a vaccine to deal with the virus that would generate sales of over $70 billion in 2021-22, I’m guessing you’d eagerly bet that Pfizer would outperform the market. The funniest.

Economy 94

Economy Economics Math Banking 94

The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

Investing 141

Investing Investments Marketing Marketing 141

The Big Picture

MARCH 14, 2023

And so that makes it more difficult for them to manage portfolios like they used to. You know, it used to be that the financial advisor was also a portfolio manager. The role that we play for a lot of financial advisors is that kind of portfolio manager, almost an outsourced CIO, if you will. BERNSTEIN: Yes.

Economy 152

Economy Investing Investments Portfolio 152

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

FEBRUARY 28, 2023

You know, when I was a kid, my dad ran a manufacturing facility, and I remember being with him on the floor, you know, at the manager’s window or whatever, and him walked around that floor. You know, we talked a little bit about our Colorado campus and how we’ve created a field.

Clients 141

Clients Investing Investments Assets 141

The Big Picture

JULY 31, 2023

RITHOLTZ: Manufacturing, Ford as an example, sure. HOFFMAN: Actually, he responded pretty responsibly, put out, I think, two shareholder letters about a week apart in late March, and actually did what no portfolio manager usually loves doing, which is he deconstructed the trade. And did you want a tech company? RITHOLTZ: Right.

Retail 130

Retail Government Economy Economics 130