Brown Advisory

JUNE 17, 2022

We provide updates on our progress around adoption by portfolio companies of the Science-Based Target initiative (SBTi), our growing team, engagement, proxy voting where we take a different view to proxy advisory firms as well as sustainability incorporating durability, persistence and environmental balance.

Portfolio Management 52

Portfolio Management Portfolio Management Government 52

Brown Advisory

JUNE 17, 2022

We provide updates on our progress around adoption by portfolio companies of the Science-Based Target initiative (SBTi), our growing team, engagement, proxy voting where we take a different view to proxy advisory firms as well as sustainability incorporating durability, persistence and environmental balance.

Portfolio Management 52

Portfolio Management Portfolio Management Government 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 01/28/2021 - 15:09 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our Impact Report for the Brown Advisory Large-Cap Sustainable Growth strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 28, 2021

At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our Impact Report for the Brown Advisory Large-Cap Sustainable Growth strategy. Most importantly, we are deeply grateful to our clients, who trust us as stewards of their capital and serve as our partners as we learn, innovate and improve over time.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

APRIL 21, 2023

Equity Beat: In Consideration of the Macro mhannan Fri, 04/21/2023 - 10:56 At Brown Advisory, we often describe ourselves as “bottom-up” investors. Bank stocks seem to have bottomed (at least in the short-term), leaving the second- and third- largest bank failures in U.S.

Portfolio Management 98

Portfolio Management Portfolio Banking Management 98

Brown Advisory

SEPTEMBER 19, 2023

Source: FactSet as of 08/31/2023. While these businesses can be impacted by short-term cyclical headwinds from time to time, we think their long-term prospects remain attractive. Going forward, we see meaningful long-term potential and attractive portfolio characteristics that are reflected in 20.0%

Portfolio 52

Portfolio Investing Investments Financial Services 52

Brown Advisory

SEPTEMBER 19, 2023

Source: FactSet as of 08/31/2023. While these businesses can be impacted by short-term cyclical headwinds from time to time, we think their long-term prospects remain attractive. Going forward, we see meaningful long-term potential and attractive portfolio characteristics that are reflected in 20.0%

Portfolio 52

Portfolio Investing Investments Financial Services 52

Brown Advisory

JANUARY 17, 2024

7 Over all rolling 5-year periods in the last decade an average of 31% of companies in the MSCI ACWI at the start of each period outperformed that benchmark. We only need a few long-term winners to generate performance for our investors and a key part of this is avoiding the far larger majority of losers.

Investing 52

Investing Investments Portfolio Compliance 52

Brown Advisory

JULY 14, 2020

31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. We believe it helps us make intelligent choices about investments and engage with company management teams on a wide variety of important topics that may impact their long-term prospects.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

Brown Advisory

JULY 14, 2020

At Brown Advisory, we are deeply committed to sustainable investing, with the goal of helping clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital. We are proud to be able to show in this report where they have helped take us on this journey.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

Brown Advisory

AUGUST 14, 2023

Our challenge is to find differentiated investments which combine at the portfolio level to limit individual factors but still produce double-digit annualised absolute returns over the long-term. For us, the factors are basically a wash over a long horizon. Source: Bloomberg. Numbers may not total due to rounding.

Investing 52

Investing Investments Portfolio Accounting 52

Brown Advisory

SEPTEMBER 21, 2022

As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Short-lived businesses, after all, no matter how admirable their sustainability metrics may be, cannot contribute to the long-term sustainability goals of investors and society at large.

Portfolio 86

Portfolio Manufacturing Investing Investments 86

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Weekly Market Insights: Short Week Strong For Stocks Presented by Cornerstone Financial Advisory, LLC Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. Cambridge and Cornerstone Financial Advisory are not affiliated. Copyright 2023 FMG Suite.

Marketing 80

Marketing Marketing Taxes Economics 80

Trade Brains

NOVEMBER 8, 2022

The company has given loans to more than 1,85,000 customers and they had an active loan base of 230,175 and 217,745 as of June 30, 2022, and March 31, 2022, respectively. The company has access to diverse and cost-effective long-term financing with a conservative to managing assets, liabilities, and liquidity. Lot Size 31 Shares.

Management 98

Management Risk Management Portfolio Sales 98

Brown Advisory

FEBRUARY 10, 2023

January Returns are Jan 1 to 31 of respective years. Annual returns measured as Jan 1 to Dec 31 of respective years. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data.

Clients 98

Clients Economy Investing Investments 98

Brown Advisory

FEBRUARY 6, 2020

2019 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 02/06/2020 - 08:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our Impact Report for the Brown Advisory Large-Cap Sustainable Growth strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

FEBRUARY 6, 2020

At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our Impact Report for the Brown Advisory Large-Cap Sustainable Growth strategy. Most importantly, we are deeply grateful to our clients, who trust us as stewards of their capital and serve as our partners as we learn, innovate and improve over time.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

AUGUST 11, 2023

As resilient as the US consumer has been during this rate hiking cycle that may have reached its climax, US manufacturing activity according to the Institute of Supply Mangers (Purchasing Managers Index) has continued to contract, with a reading below 50 since last October. Terms and Definitions: Sensational Seven Stocks: Apple Inc.

Economy 98

Economy Manufacturing Clients Economics 98

Brown Advisory

JANUARY 1, 2023

War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. It was one of the best books we read in 2022 and has many lessons for long-term investors. For us, all business starts with the customer.

Investing 52

Investing Investments Valuation Electronics 52

Brown Advisory

DECEMBER 31, 2018

Global Leaders Investment Letter - Q4 2018 ajackson Mon, 12/31/2018 - 09:50 Global Leaders Strategy Investment Letter - Q4 2018 In this edition the team explore two concepts—myopic loss aversion and information cascades.

Investing 52

Investing Investments Clients Marketing 52

Brown Advisory

DECEMBER 31, 2018

Mon, 12/31/2018 - 09:50. They feel that both ideas are relevant today as some investors become increasingly short-term focused amid concerns about an imminent global recession. . . Global Leaders Investment Letter - Q4 2018. Global Leaders Strategy Investment Letter - Q4 2018. Download the Letter. . .

Investing 52

Investing Investments Clients Marketing 52

Brown Advisory

MARCH 31, 2020

Global Leaders Investment Letter - Q1 2020 ajackson Tue, 03/31/2020 - 09:50 Global Leaders Strategy Investment Letter - Q1 2020 In this letter the team reflect on the considerable impact of COVID-19 during the first quarter 2020.

Investing 40

Investing Investments Clients Marketing 40

Brown Advisory

MARCH 31, 2020

Tue, 03/31/2020 - 09:50. They discuss what they believe are their key sources of investment edge – their long-term vision and deep understanding of human behaviour – and how their process has enabled them to navigate the recent volatility in the global markets. . . Global Leaders Investment Letter - Q1 2020.

Investing 40

Investing Investments Clients Marketing 40

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. free-cash-flow yield as of August 31, 2022. three-year sales growth and a 3.9%

Portfolio 52

Portfolio Manufacturing Investing Investments 52

Brown Advisory

SEPTEMBER 21, 2022

As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Short-lived businesses, after all, no matter how admirable their sustainability metrics may be, cannot contribute to the long-term sustainability goals of investors and society at large.

Portfolio 52

Portfolio Manufacturing Investing Investments 52

Brown Advisory

JUNE 19, 2019

While we can’t predict the near-term direction of the economy or of markets, there is no denying that safe haven assets are back in vogue, and investors have been voting with their dollars. intermediate and longer-term) allocation to U.S. 12/31/2000-12/31/2018). Treasuries. Source: Bloomberg.

Investing 52

Investing Investments Clients Government 52

Brown Advisory

DECEMBER 31, 2020

Understanding the Complexities of the Two Tax Systems jharrison Thu, 12/31/2020 - 05:15 The U.S. Contact Us The U.S. At Brown Advisory, we work closely alongside many excellent accountancy firms and we are more than happy to make recommendations. tax efficient investment portfolios to meet their long-term goals and objectives.

Taxes 52

Taxes Accounting Assets Planning 52

Brown Advisory

NOVEMBER 5, 2021

Perhaps most significant for many of us is that after almost two years apart, loved ones will gather together for the holidays once again. We recognize these factors are creating concern for many of our clients and, in some cases, a feeling that it is imperative to act before December 31. are an important first step.

Planning 52

Planning Tax Planning Taxes Clients 52

Brown Advisory

MAY 12, 2020

Reflections for Five Years of Global Leaders ajackson Tue, 05/12/2020 - 09:38 The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. Dillon: For us, at the most basic level, if you don’t have a customer you don’t have a business!

Portfolio 52

Portfolio Investing Investments Clients 52

Brown Advisory

MAY 12, 2020

The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. Dillon: For us, at the most basic level, if you don’t have a customer you don’t have a business! Reflections for Five Years of Global Leaders. Tue, 05/12/2020 - 09:38.

Portfolio 52

Portfolio Investing Investments Clients 52

Brown Advisory

MAY 31, 2018

achen Thu, 05/31/2018 - 11:41 Fifty years after Dr. King’s assassination, many Americans are examining how we’ve changed for the better as a country and where we still fall short. NOW 2018 | 50 Years after MLK: Does Race Matter? And Right Rev.

Clients 52

Clients Economics Investing Investments 52

Brown Advisory

MAY 31, 2018

Thu, 05/31/2018 - 11:41. Our panelists each gave the country mixed grades in terms of positive change since 1968: on one hand, progress in terms of reversing segregation and elevating a generation of diverse, barrier-breaking leaders; on the other hand, persistent disparities and injustices faced by poor people of color.

Clients 52

Clients Economics Investing Investments 52

Brown Advisory

MARCH 31, 2017

Global Leaders Investment Letter - Q1 2017 ajackson Fri, 03/31/2017 - 09:50 Global Leaders Strategy Investment Letter - Q1 2017 The team discuss the reversal of the market ‘rotation’ from the previous quarter and areas where they were able to take advantage of short-term weakness.

Investing 40

Investing Investments Clients Marketing 40

Brown Advisory

MARCH 31, 2017

Fri, 03/31/2017 - 09:50. The team discuss the reversal of the market ‘rotation’ from the previous quarter and areas where they were able to take advantage of short-term weakness. Global Leaders Investment Letter - Q1 2017. Global Leaders Strategy Investment Letter - Q1 2017. Download the Letter. . .

Investing 40

Investing Investments Clients Marketing 40

Brown Advisory

MAY 31, 2018

achen Thu, 05/31/2018 - 09:49 What do the Magna Carta, the Washington Monument and giant pandas have in common? During the NOW 2018 conference, Rubenstein and Brown Advisory CEO Mike Hankin engaged in a rapid-fire conversation that covered Rubenstein’s thoughts on a wide range of topics, from the Founding Fathers to Facebook and Twitter.

Government 52

Government Clients Startup Assets 52

Brown Advisory

MAY 31, 2018

Thu, 05/31/2018 - 09:49. During the NOW 2018 conference, Rubenstein and Brown Advisory CEO Mike Hankin engaged in a rapid-fire conversation that covered Rubenstein’s thoughts on a wide range of topics, from the Founding Fathers to Facebook and Twitter. NOW 2018 | What Makes a Great Leader?

Government 52

Government Clients Startup Assets 52

Brown Advisory

AUGUST 20, 2018

For now, we see the growth in cap ex at these firms in a positive light, because the assets they are building are, in our view, essential components of their long-term competitive moats. The four firms are expected to grow cap ex at over 31% per year, while the rest of the S&P 500 Index companies grow their capital spending by only 0.5%

Assets 52

Assets Clients Investing Investments 52