us insights global-leaders-strategy-investment-letter-august-2023 
Brown Advisory
JANUARY 17, 2024
Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? In this investment letter we want to discuss why avoiding losers is so important. We explore the science of rejection, and how saying ‘no’ more often can lead to better investment performance.
Brown Advisory
AUGUST 14, 2023
Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? We discuss factor risk, some views on artificial intelligence, and our upcoming offsite in this letter. For us, the factors are basically a wash over a long horizon.
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.
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