Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. The goals you express during our discovery process dictate the types of solutions used in your portfolio.

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Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios. Mon, 09/12/2016 - 08:16. We begin with advice— an in-depth engagement and discovery process to learn exactly how you view the intersection of your values with your portfolio. For something that sounds straightforward, screening can be very challenging.

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The Big Picture

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund.

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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. Let me give you some background on Morningstar Managed Portfolios. RITHOLTZ: Sure.

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Brown Advisory

DECEMBER 5, 2016

Mon, 12/05/2016 - 07:33. Dune Thorne is a partner, portfolio manager and head of the Boston office at Brown Advisory, where she helps families and nonprofits develop financial and investment plans to align with their long-term goals. TEDxWilmington | Jump to the New S Curve: Unleash the Power of Inclusion. Speaker: Dune Thorne.

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Nonprofit Portfolio Management Investment Planning Planning 52

Validea

JANUARY 9, 2023

Veteran portfolio manager Bill Miller, founder of Miller Value Partners and manager of the firm’s Miller Opportunity Trust and the Miller Income funds, retired at the end of 2022, reports an article in CityWire.

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The Big Picture

JANUARY 21, 2025

You, you went and you interviewed some star manager, usually a man, and you would have a couple paragraphs about their investment philosophy and strategy. You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. Hey, but that’s the, what’s the old joke?

Investing 147

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Trade Brains

NOVEMBER 4, 2023

In addition to this, it offers other services such as portfolio management, consultancy, etc. Robo Trader Incorporated in 2016 by Tycoon Pacific, Robotrader is a multidisciplinary creative algo trading platform. The latest version uses the Esper engine which operates at a high speed by processing 5 lakh events per second.

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Brown Advisory

MAY 12, 2020

Reflections for Five Years of Global Leaders ajackson Tue, 05/12/2020 - 09:38 The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. Further reading on this subject: Q1 2016 Investment Letter. We call this the win-win.”

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Brown Advisory

MAY 12, 2020

The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. Further reading on this subject: Q1 2016 Investment Letter. But if the goal is grow the value of a portfolio, slugging percentage is what matters”.

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Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.

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Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . One family we advise wants to support local businesses with a regionally focused portfolio. That can be a mistake. Take "baby steps" before a "giant leap."

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Portfolio Clients Nonprofit Asset Allocation 52

Brown Advisory

SEPTEMBER 12, 2016

Five Ways to Invest That Make the World a Better Place achen Mon, 09/12/2016 - 11:11 Henry David Thoreau did not live to see the rise of impact investing, but he captured the spirit of it with a simple insight—“Goodness is the only investment that never fails.” 6, 2016, Acuity stock has surged 35% and 564%, respectively. Green bonds.

Investments 52

Investments Investing Communication Government 52

Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 11:11. 6, 2016, Acuity stock has surged 35% and 564%, respectively. Our Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. For many years investors faced a stark choice between devoting their capital either to philanthropy or to their investment portfolios.

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Investments Investing Communication Government 52

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.

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Food Executive Compensation Portfolio Management Valuation 52

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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Food Executive Compensation Portfolio Management Valuation 52

The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. My background in the asset management space was originally going to small cap value, and Canyon Partners really gave me the platform that allowed me to branch that out into multiple different areas. I’m gonna hold it in my portfolio. I buy everything.

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Brown Advisory

DECEMBER 2, 2015

Debt in well-managed companies positioned to weather an economic slump return nearly three times the 2.3% But at the same time, with 5% of high-yield bonds selling at distressed levels, we see a market indication that corporate bankruptcies may rise in 2016. expansion will end in 2016. yield of the 10-year Treasury bond.

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Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investments Investing Management 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investments Investing Management 52

Brown Advisory

MARCH 28, 2017

31, 2016, Acuity stock surged by 336%. Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. We purchased a Georgia Power green bond in 2016 that is backing the production of 250 megawatts of wind energy for a utility with a strong sustainability profile. 1 Green bonds.

Investments 52

Investments Investing Government Nonprofit 52

Brown Advisory

MARCH 28, 2017

31, 2016, Acuity stock surged by 336%. Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. We purchased a Georgia Power green bond in 2016 that is backing the production of 250 megawatts of wind energy for a utility with a strong sustainability profile. Green bonds.

Investments 52

Investments Investing Government Nonprofit 52

Brown Advisory

DECEMBER 2, 2015

Turbulence in various stock markets will probably persist in 2016 as global growth slows because of weakness in emerging economies including China, a leading engine for the world economy during the past decade. Heading into 2016, these trends show no sign of fading. Six of these moves have benefited client portfolios.

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Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. According to Morningstar (which tracks mutual funds and their performance), more than 80% of all actively managed U.S. equity funds in 2016 alone.

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Investments Investing Portfolio Management 52

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. According to Morningstar (which tracks mutual funds and their performance), more than 80% of all actively managed U.S. equity funds in 2016 alone.

Investments 52

Investments Investing Portfolio Management 52

Trade Brains

FEBRUARY 14, 2023

Top Mutual Funds For SIP #2 – IDFC Tax Advantage (ELSS) Direct Plan-Growth Fund Company IDFC Asset Management Company Ltd Size (AUM in Cr) 4,033 3-yr returns (CAGR) 22.56 It aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. 1-yr return 2.5 1-yr return 7.84

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Healthcare Retirement Investments Investing 59

The Irrelevant Investor

JANUARY 19, 2019

Walter Cabot, the new portfolio manager, wrote: Times change. Portfolio managers would no longer rapidly trade these growth stocks, instead they would invest in blue chips like IBM and Disney, and no price was too rich. Morningstar, “Recommendations for Fund Companies Not Named Vanguard,” December 27, 2016.

Assets 52

Assets Management Investments Investing 52

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. Shield or sword? small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

Mon, 09/12/2016 - 02:00. More so than any other time since the financial crisis we believe that a winning investment portfolio today needs a thoughtful focus on both. This provides a meaningful boost to return in a low-yield environment and cushions a portfolio should interest rates begin to rise. (We Shield or sword?

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Economics Economy Communication Banking 52

Brown Advisory

APRIL 1, 2016

Fri, 04/01/2016 - 15:39. After several years of relative calm, investors have had renewed reason to worry about protecting their portfolios. Instead, we caution against suddenly reacting to volatility and reiterate the imperative to focus on fundamentals and stay true to a portfolio structure that ensures adequate liquidity.

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Investments Investing Portfolio Assets 52

Brown Advisory

AUGUST 14, 2023

Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. In this example, the stock picking hardly matters anymore – the portfolio is predominantly a sector bet and hence has a large factor risk. Numbers may not total due to rounding.

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Investments Investing Portfolio Accounting 52

Brown Advisory

JUNE 14, 2017

In 2016, the SEC reported that, under the initiative, the agency had filed actions against “underwriting firms comprising 96 percent of the market share for municipal underwritings.” This is why we believe that competent research and portfolio management are so important today. The results were discouraging.

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Brown Advisory

JUNE 14, 2017

In 2016, the SEC reported that, under the initiative, the agency had filed actions against “underwriting firms comprising 96 percent of the market share for municipal underwritings.” This is why we believe that competent research and portfolio management are so important today. The results were discouraging.

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Compliance Retail Clients Management 52

Brown Advisory

SEPTEMBER 3, 2015

But with Congress facing its own fiscal challenges and a national election scheduled for November 2016, betting on a lawmaker rescue does not appear to be an especially promising investment. The hazards of appropriation bonds underscore the value of a bottom-up approach to building a municipal bond portfolio. Europe's Slow Climb.

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Transportation Government Economy Asset Allocation 52

Brown Advisory

JANUARY 17, 2024

One of our colleagues, Ken Stuzin, likens portfolio construction to Darwinian Investing – it is about survival of the fittest. In a concentrated portfolio, it is the losers that kill you. What sort of hit rate should we then expect within their portfolio? 5 As Table 2 below highlights, this team appears to be seriously good!

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Investments Investing Portfolio Compliance 52

Brown Advisory

OCTOBER 26, 2021

Investors may instinctively flock to small-caps for growth, innovation and portfolio beta. Our due diligence process is built on Brown Advisory’s small-cap heritage, a solid foundation developed over the 15 years of experience in the space, and implemented by a large team of analysts and portfolio managers.

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Manufacturing Investing Investments Communication 52

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. The millennials started doing that in 2016. MIAN: A stagflationary future would destroy your fixed income and equity portfolios, right? Tell us a little bit about your research. RITHOLTZ: Right.

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