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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. Universe performance rankings from eVestment.

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Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014. Wed, 09/20/2017 - 16:43. An investor cannot invest directly into an index.

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Transcript: Michael Carmen, Wellington

The Big Picture

We entered the liquid alts market with hedge funds back in 1994, and we entered the private market in 2014 with my product in late stage growth. And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996.

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Investors Facing Rising Risks Need Solid Defense, Savvy Offense

Brown Advisory

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. small-cap stocks.

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Healthy Returns: Sustainable Investing in the Health Care Sector

Brown Advisory

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100) Source: Bloomberg.

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Investors Facing Rising Risks Need Solid Defense, Savvy Offense

Brown Advisory

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. small-cap stocks.

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Healthy Returns: Sustainable Investing in the Health Care Sector

Brown Advisory

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100). These choices have generally benefited our overall portfolio returns over the past five years. Source: Bloomberg.