Brown Advisory

SEPTEMBER 6, 2022

The Elephant in the Portfolio The global semiconductor industry is a poster child for the capital cycle and we have meaningful investments here. There is also the gnarly issues on ethics and relative competitive risks – will all actors globally follow this ethical mindset?

Investing 52

Investing Investments Insurance Ethics 52

Brown Advisory

OCTOBER 28, 2021

Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory India’s COVID-19 Crisis and Its Impact on Women June 29, 2021 Disasters exacerbate existing inequities, and COVID-19 is proving no different. The devastation in India has been harrowing for women, as communities struggle to protect public health.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

OCTOBER 28, 2021

Speakers: Andrea Hoban, Co-Founder and Head of Oji Life Lab; Lindsay Jurist-Rosner, Founder and CEO of Wellthy; Ashley Williams, Founder and CEO of Infinite Focus Moderator: Meredith Shuey Etherington, Portfolio Manager at Brown Advisory. . Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory. . The State of Women.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

JUNE 16, 2022

Today the Global Leaders portfolio cash flow duration in real terms is in the 15 to 17-year range using this calculation. By this valuation method, the portfolio cashflow duration is in the 16 to 17-years range. GAAP in 2002 7. We expect some of our companies can grow cashflow faster than this, most will not.

Investing 52

Investing Investments Accounting Valuation 52

Brown Advisory

MAY 10, 2022

Today’s governance landscape is heavily influenced by the two biggest financial shocks of the 21st century: The breakdowns in governance and ethics at Enron and Worldcom in the early 2000s triggered meaningful change. Our strategies may also invest in companies that would otherwise be screened out of other ESG oriented portfolios.

Government 52

Government Investing Investments Clients 52

The Big Picture

AUGUST 29, 2022

And so, I was doing that in 2000, 2002, 2003, 2004. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. of that fund had to call himself a portfolio administrator. BALCHUNAS: … and stuff that would go on the outside of your portfolio.

Assets 173

Assets Management Marketing Marketing 173