2010 Economy Portfolio Management 
The Big Picture
DECEMBER 6, 2022
Conviction, so we look at, you know, whether or not a specific theme is something that we have a high degree of conviction that will be a trend, that will definitely have an impact in the economy over the next two or three decades. I mean, I always say it depends on the economies or the scale of the business that you are considering.
The Big Picture
JULY 24, 2023
He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. Tell us a little bit about your research.
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Brown Advisory
MARCH 14, 2023
Time/Long-Term We recently met with the management team of Intuitive Surgical (ISRG). One of our portfolio managers, Ken Stuzin will tell you that none of our holdings are “sacred cows”, but in the same breath he’ll mention that ISRG CEO Gary Guthart is among the very best executives that he’s ever met. equity universe.
Brown Advisory
MARCH 14, 2023
Time/Long-Term This morning, we met with the management team of Intuitive Surgical (ISRG), One of our portfolio managers, Ken Stuzin will tell you that none of our holdings are “sacred cows”, but in the same breath he’ll mention that ISRG CEO Gary Guthart is among the very best executives that he’s ever met. equity universe.
Brown Advisory
MAY 31, 2017
We maintain a model portfolio internally to track the results of our asset allocation stances. In that portfolio, our underweight to European stocks has been a strong contributor to our returns; in fact, since the model’s inception on Sept. Further, we see room for the European economy to grow.
Brown Advisory
MAY 31, 2017
We maintain a model portfolio internally to track the results of our asset allocation stances. In that portfolio, our underweight to European stocks has been a strong contributor to our returns; in fact, since the model’s inception on Sept. Further, we see room for the European economy to grow.
Brown Advisory
APRIL 1, 2015
economy following the financial crisis. Thus, since early 2010, earnings growth of close to 85% has accounted for the vast majority of the doubling in stock prices. The small valuation gain may be considered reasonable in light of growing investor confidence as the economy has recovered from the depths of 2008-2009. company.
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