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The Advisory | June 2015

Brown Advisory

The Advisory | June 2015. Wed, 06/03/2015 - 10:14. In many clientsportfolios we have eliminated our overweight position in U.S. equities in many client portfolios for the past four years. Fixed Income: Bonds help portfolios despite Fed policy shifts Expanding Horizons. Shifting Gears. fixed income.

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Equity Beat: In Consideration of the Macro

Brown Advisory

To tackle these kinds of questions, our portfolio managers—who, as noted, generally focus on bottom-up fundamental research—have developed a variety of methods and perspectives for “bringing the macro” into their decisions. Factset® is a registered trademark of Factset Research Systems, Inc.

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Anchoring Expectations

Brown Advisory

Wed, 12/02/2015 - 12:50. By walking through four steps with a client, we can refocus his or her mindset on the fundamental issues that help safeguard financial stability and achieve steady outperformance. Here are four ways we think about preparing clients to stay the course regardless of the market’s mood: Clarify your mission.

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Dream or Opportunity?

Brown Advisory

Thu, 09/03/2015 - 15:11. The economies of India and the ASEAN-5 (Indonesia, Malaysia, the Philippines, Thailand and Vietnam) entered the second half of 2015 with robust growth. We mitigate risk by ensuring that the managers buy shares of Chinese companies outside mainland exchanges, where speculation is rife. 1, 2008, until Dec.

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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

managers focused on environmental, social and governance (ESG) factors and the 13.6% We bought shares in WhiteWave in December 2015, in recognition of the healthy-living category of foods moving mainstream. When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors.

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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

managers focused on environmental, social and governance (ESG) factors and the 13.6% We bought shares in WhiteWave in December 2015, in recognition of the healthy-living category of foods moving mainstream. When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors.

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Diamonds In The Rough

Brown Advisory

Wed, 12/02/2015 - 12:58. Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. By Mark Kodenski, Private Client Portfolio Manager. Diamonds In The Rough. Anchoring Expectations. Ensuring Legacies Last.

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