2012 Portfolio Management Strategic Planning 
Brown Advisory
SEPTEMBER 1, 2015
Richard Gamper, Strategic Planning Analyst, Brown Advisory. . By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening.
The Big Picture
AUGUST 20, 2024
We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics.
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