Equity Beat: In Consideration of the Macro
Brown Advisory
APRIL 21, 2023
Priyanka Agnihotri ( Sustainable International Leaders ) watches macroeconomic data points closely in an effort to understand where we are in a particular economic cycle. The strategy is currently invested ~65% in what the PMs view as durable and less cyclical businesses, and 35% in more rapidly growing and less mature business models.
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