2016 Financial Services Portfolio Management 
Brown Advisory
SEPTEMBER 12, 2016
Diving Deep: Achieving Outperformance By Using Environmental Research achen Mon, 09/12/2016 - 10:22 ARM Holdings rose to dominance among makers of smartphone microprocessors by focusing on energy efficiency rather than pure computational power and speed. As a result, strategies focused on sustainability range broadly in performance.
Brown Advisory
SEPTEMBER 12, 2016
Mon, 09/12/2016 - 10:22. On July 18, 2016, Softbank announced plans to buy the company at a 43% premium to the prior day’s closing price. When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Diving Deep: Achieving Outperformance By Using Environmental Research.
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The Big Picture
OCTOBER 24, 2022
She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. And it began outside of financial services. NORTON: Yeah. NORTON: Yeah. NORTON: Yeah.
Brown Advisory
SEPTEMBER 11, 2016
Investors Facing Rising Risks Need Solid Defense, Savvy Offense achen Mon, 09/12/2016 - 02:00 As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. small-cap stocks. versus 1.9
Brown Advisory
SEPTEMBER 11, 2016
Mon, 09/12/2016 - 02:00. 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. From June 2014 until February 2016, the oil price plunged 75%.). Investors Facing Rising Risks Need Solid Defense, Savvy Offense.
Brown Advisory
JUNE 21, 2017
According to Morningstar (which tracks mutual funds and their performance), more than 80% of all actively managed U.S. Citing this lack of performance, Morningstar calculates that $236 billion flowed into passively managed U.S. equity funds in 2016 alone.
Brown Advisory
JUNE 21, 2017
According to Morningstar (which tracks mutual funds and their performance), more than 80% of all actively managed U.S. Citing this lack of performance, Morningstar calculates that $236 billion flowed into passively managed U.S. equity funds in 2016 alone. Manager Characteristics. Assuring "Average".
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