Brown Advisory

FEBRUARY 21, 2022

Global Equity Investing: Focusing on Global Leaders. The global equity universe offers a broad range of investment opportunities, allowing portfolio managers to be highly selective and pick quality businesses, unconstrained by geography or index composition. The case for global equities.

Investing 52

Investing Investments Portfolio Management Valuation 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. While this buoyed energy markets, it renewed palpable fears of prolonged inflation across the broader economy and investment community.

Portfolio Management 98

Portfolio Management Portfolio Banking Management 98

Trade Brains

SEPTEMBER 26, 2023

The Company employs over 10,000 Indians across its locations and operates a leading institutional securities platform in India that provides a full range of investment banking, capital markets, equities, fixed income, commodities, and derivative products, as well as research. 77% of Investment Grade debt and ~23% High Yield Debt.

Portfolio Analysis 111

Portfolio Analysis Portfolio Pharmaceutical Manufacturing 111

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. While this municipal portfolio is by definition focused on U.S.-based

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 31, 2022

At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges. . While this municipal portfolio is by definition focused on U.S.-based

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

SEPTEMBER 13, 2023

The Equity Beat: Can the Swift Economy Remain on Stage? Source: US Federal Reserve I can see the multitude of Swifties shaking their heads at this data, saying “Eric, you just don’t get it. Past performance is not a guarantee of future performance and you may not get back the amount invested. cities over the past few months.

Economy 98

Economy Clients Economics Investing 98

Brown Advisory

NOVEMBER 15, 2023

We focus on delivering attractive long-term performance by investing in a concentrated portfolio of companies that uniquely solve problems for their customers and generate attractive economics for shareholders. In this note, we want to focus on our capital allocation approach and behavioural analysis specifically.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. Source: Bloomberg. Numbers may not total due to rounding.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

DECEMBER 5, 2023

They’re one of the older private equity firms around, been been in business since 1994. There aren’t a lot of companies, and there aren’t a lot of people that have the historical perspective on the rise of private equity like Michael Fish does. How was that, how did that help prepare your path to private equity?

Investing 173

Investing Investments Management Numbers 173

Trade Brains

APRIL 30, 2024

Ketan Parekh Scam: One of the biggest stock market frauds that became an eye-opening event for not only the equity investors but also for the Securities Exchange Board of India and other regulatory authorities was Ketan Parekh Scam. How Ketan Parekh Scam Was Executed ? His loan accumulated to Rs. 750 million.

Marketing 105

Marketing Marketing Banking Management 105

The Big Picture

JANUARY 24, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, his name is Steve Klinsky, and he has an absolutely storied history in the field of private equity. They believed in building businesses and far less focused on financial engineering. It was between corporate law and investment banking.

Investing 259

Investing Investments Numbers Banking 259

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. As such, ESG research is now an essential part of the Global Leaders investment strategy. Enclosed is our inaugural ESG Transparency Report.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

Brown Advisory

JULY 14, 2020

2019 Global Leaders ESG Transparency Report. 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. Tue, 07/14/2020 - 08:15.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

Trade Brains

OCTOBER 2, 2023

High Promoter Holding Stocks under Rs 100: In today’s world of investing, there are various figures and parameters one looks at before investing in a stock. Without any further delay, let us look at the 5 stocks we have selected under Rs 100. Debt to Equity 0.08 The debt-to-equity ratio of 0.08

Engineering 105

Engineering Banking Distribution B2C 105

Trade Brains

JULY 14, 2023

Best Dividend Stocks Under Rs 500 : Most long-term investors get disappointed, as they do not get the right value for their time and money invested in the stock market. You can earn a good return for both your time as well as money invested. One such way of earning more is through investing in dividend stocks. P/E Ratio 28.48

Manufacturing 98

Manufacturing Distribution Transportation Investing 98

Trade Brains

OCTOBER 26, 2023

Best Chemical Stocks with High FII Holdings : In the complex structure of global industries, when we see textiles of multiple colors, and skyscrapers built around the world we have to sit & ask ourselves, What are the basic components that make all of this possible? Particulars Amount Particulars Amount CMP ₹571.7 Market Cap (Cr.)

Manufacturing 105

Manufacturing Pharmaceutical Engineering Marketing 105

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation.

Investing 52

Investing Investments Valuation Electronics 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. The strategy passed its five-year milestone on 1st May delivering 4.7%

Portfolio 52

Portfolio Investing Investments Clients 52

Brown Advisory

MAY 12, 2020

Reflections for Five Years of Global Leaders. The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. We are saddened by the considerable impact and disruption this is having on society globally.

Portfolio 52

Portfolio Investing Investments Clients 52

Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Investing Investments Financial Services 52

Brown Advisory

SEPTEMBER 19, 2023

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Investing Investments Financial Services 52

Brown Advisory

JANUARY 1, 2021

Global Leaders Investment Letter: January 2021 jharrison Fri, 01/01/2021 - 08:53 Just want the PDF? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. Honestly, a big part of investing is just committing to a thoughtful process. What is Space?

Investing 52

Investing Investments Valuation Economics 52

Trade Brains

OCTOBER 5, 2023

India is anticipated to achieve a total of US$ 65 billion in textile exports by FY 2025-26 due to the revival in global demand and the implementation of crucial initiatives by the government. Let us now study how the company has performed on the margins front. During FY23, the company reported a debt-to-equity ratio of 0.13.

Planning 105

Planning Manufacturing Assets Distribution 105

Brown Advisory

SEPTEMBER 21, 2022

Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses. That is why the Sustainable International Leaders (SIL) strategy seeks to invest in companies that have withstood the test of time in their own right and have clear and measurable sustainability strategies.

Portfolio 86

Portfolio Manufacturing Investing Investments 86

Brown Advisory

MARCH 14, 2023

Equity Beat: The Long and Short mhannan Tue, 03/14/2023 - 10:39 This week I’ve been ruminating about the value of and differences between the words ‘time’ and ‘timing’. If equity markets are in the red in March, we'll know why. The company had already established itself as the pioneer and leader in robotic/minimally invasive surgery.

Clients 97

Clients Investing Investments Sales 97

Trade Brains

OCTOBER 25, 2023

It ranks fourth in commercial vehicle production globally and leads the two-wheeler segment, which accounts for 74.8% The industry has attracted US$ 34.74 billion in FDI between April 2000 and March 2023, and is projected to receive US$ 8-10 billion more by 2023. The industry has attracted US$ 34.74 of market volume.

Planning 111

Planning Manufacturing Transportation Economics 111

Trade Brains

SEPTEMBER 15, 2022

20,000 as per the income level and investing orientation of the investor. Some have undergone significant changes, strengthening their position as a leader, while others have a history of generating consistent returns for their shareholders. So without further ado, let us jump in. ROE 5.86% Debt to Equity 2.55

Pharmaceutical 52

Pharmaceutical Financial Services Banking Portfolio 52

Brown Advisory

MARCH 14, 2023

Equity Beat: The Long and Short mhannan Tue, 03/14/2023 - 10:39 This week I’ve been ruminating about the value of and differences between the words ‘time’ and ‘timing’. If equity markets are in the red in March, we'll know why. The company had already established itself as the pioneer and leader in robotic/minimally invasive surgery.

Clients 81

Clients Investing Investments Sales 81

The Big Picture

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. Tell us about that opening gig.

Portfolio 130

Portfolio Management Assets Investing 130

Trade Brains

JANUARY 31, 2024

On the day of the exhibition, the company entered into ten Memorandum of Understanding (MoU) agreements with both Indian and foreign companies, expanding its global footprint. The company’s debt-to-equity ratio is zero as the company has no debt signifying a strong financial position of the company. 3,200 Crore.

Manufacturing 59

Manufacturing Government Certification Budgeting 59

Trade Brains

OCTOBER 22, 2023

Best Small Cap Stocks With High ROE: In the dynamic world of investing, small-cap stocks have long been the hidden gems that catch the eye of investors. ROE, or Return on Equity, is a metric that demonstrates the profitability and efficiency of a company. Debt to Equity 0.34 Debt to Equity 0.34 Stock P/E 4.71

Engineering 97

Engineering Retail Manufacturing Investing 97

Trade Brains

JULY 7, 2022

Best Battery Sector Stocks in India for 2022: Across all major automotive markets globally, we are witnessing a transformative shift to electric mobility. India also is keen on following this global trend. of the global passenger vehicle sales share in 2020 to 39% in 2030 due to regulatory pressures and changing customer demand.

Manufacturing 59

Manufacturing Marketing Marketing Electronics 59

Brown Advisory

MARCH 30, 2018

Global Leaders Investment Letter - Q1 2018 ajackson Fri, 03/30/2018 - 09:50 Global Leaders Strategy Investment Letter - Q1 2018 In this letter, the team discuss their view of the importance of capital allocation. It should not be assumed that investments in such securities have been or will be profitable.

Investing 40

Investing Investments Clients Marketing 40

Brown Advisory

MARCH 30, 2018

Global Leaders Investment Letter - Q1 2018. Global Leaders Strategy Investment Letter - Q1 2018. They feel that it is a discipline that is frequently overlooked by investors but it is a key area of focus for the global equity team. . . Fri, 03/30/2018 - 09:50.

Investing 40

Investing Investments Clients Marketing 40

Trade Brains

AUGUST 4, 2022

But instead of just buying a 2-wheeler automobile in India, shouldn’t they also look for the best two-wheeler stocks to invest in? In this article, we take a closer look at the top two-wheeler producing companies in India and which 2-Wheeler Stock can be a good investment option. Keep Reading! Source: Statista ). Hero MotorCorp.

Manufacturing 52

Manufacturing Sales Marketing Marketing 52

Brown Advisory

OCTOBER 8, 2019

Global Leaders Strategy: Sustainable Perspectives ajackson Tue, 10/08/2019 - 11:43 Environmental, social and governance (ESG) considerations are being increasingly embraced by investors around the world. To us, corporate sustainability is more than a fad—it is primarily good business sense that goes hand-in-hand with value creation.

Clients 52

Clients Government Investing Investments 52

Brown Advisory

OCTOBER 8, 2019

Global Leaders Strategy: Sustainable Perspectives. The concept of ESG, or sustainable investing, manifests in many ways in our industry, and we are hopeful that capital will continue to flow into shining examples of corporate citizenship. As such, ESG research is an essential part of our Global Leaders investment strategy.

Clients 52

Clients Government Investing Investments 52