Remove 2011 Remove Financial Services Remove Portfolio Management
article thumbnail

Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

We bought ARM Holdings in July 2011 and held on even as oversupply slowed growth in smartphones sales. When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others.

Food 52
article thumbnail

Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

We bought ARM Holdings in July 2011 and held on even as oversupply slowed growth in smartphones sales. When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others.

Food 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Balancing Act | A Stroll Down Hindsight Lane

Brown Advisory

This is obviously relevant when we consider our clients’ overall exposure to risk assets, and it is also important for our equity research analysts and portfolio managers as they think about the prospects of the individual stocks in their portfolios. This data makes sense intuitively.

Economy 52
article thumbnail

Balancing Act | A Stroll Down Hindsight Lane

Brown Advisory

This is obviously relevant when we consider our clients’ overall exposure to risk assets, and it is also important for our equity research analysts and portfolio managers as they think about the prospects of the individual stocks in their portfolios. This data makes sense intuitively.

Economy 52