2006 Portfolio Management Valuation 
Brown Advisory
SEPTEMBER 20, 2017
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. Second, we keep a keen eye on valuation.
Brown Advisory
SEPTEMBER 20, 2017
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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The Big Picture
SEPTEMBER 3, 2024
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. But there’s always gotta be some element of the valuation really being compelling.
The Big Picture
OCTOBER 24, 2022
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. NORTON: So 2005-2006 timeframe. And how do we think about them from a valuation perspective?
The Big Picture
AUGUST 20, 2024
And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. I’m gonna hold it in my portfolio. Thank you for the cash.
Brown Advisory
JUNE 3, 2015
Federal Reserve policymakers forecast that they will likely start tightening this year for the first time since 2006, bringing an end to record liquidity, even as central banks from Europe to Japan push unprecedented stimulus. Concern about future economic growth undermines valuations. Impact on U.S. Impact on U.S. Impact on U.S.
Brown Advisory
SEPTEMBER 3, 2015
million in 2006, inhibiting demand and economic growth, according to the Krueger report. Meanwhile, tax revenues have declined to about 12% of GNP from more than 15% before 2006, the Krueger report said. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst.
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