Brown Advisory

OCTOBER 28, 2019

Here we discuss what attracts our interest in the sector, and what drives us away—and show how our choices have impacted our divergence of returns vs. our benchmark. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100) Source: Bloomberg. Selected Sector Returns (Gross) Large-Cap Sustainable Growth Rep.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

Here we discuss what attracts our interest in the sector, and what drives us away—and show how our choices have impacted our divergence of returns vs. our benchmark. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100). SECTOR BACKDROP. Selected Sector Returns (Gross) Large-Cap Sustainable Growth Rep.

Investing 52

Investing Investments Medical Portfolio 52

Inside Information

SEPTEMBER 26, 2022

As software automates the process of putting portfolios on the efficient frontier, and now handles the heavy lifting of harvesting tax losses and rebalancing, portfolio management becomes increasingly commoditized. It’s possible that we could tip beyond a 50/50 mix; more women than men, the way it used to be more men than women.

Clients 40

Clients Sales Management Taxes 40