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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe.

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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. Chris and George are both seasoned managers - each with over 16 years of experience – but with complementary backgrounds. In early 2006, he took over the small-cap initiative at Brown Advisory, pioneering the current approach. Wed, 09/20/2017 - 16:43.

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Minimizing The Damage Of Large, Unexpected Withdrawals

Random Roger's Retirement Planning

There is a secondary, more subtle point that relates to portfolio construction and portfolio theory as we discuss here and as I have implemented into client accounts. Back in 2006 and 2007 there were far fewer funds available to help offset large stock market declines.

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Transcript: Heather Brilliant, Diamond Hill

The Big Picture

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. And so that’s not something that every client is willing to tolerate.

Investing 144
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Transcript: Julian Salisbury, GS

The Big Picture

And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting. ADVERTISEMENT) RITHOLTZ: Tell us a little bit about what the Goldman Sachs asset and wealth management business is like. SALISBURY: At the simplest level we manage money for our clients. Three main client segments.

Assets 293
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Trying To Find The Optimal Number Of Stocks To Own

Random Roger's Retirement Planning

I don't think I've ever had a client stock go up that much in less than a year but if I did, it was luck. If you build a reasonably diversified portfolio of individual stocks and you do some decent work on stock selection, I think odds are you'll hit a couple of monster winners if you can hold over the long term.

Numbers 75
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Transcript: Marta Norton

The Big Picture

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. And so our customer base is financial advisors and their underlying clients. NORTON: They can be.

Portfolio 130