2018 Risk Analysis Valuation 
Brown Advisory
MARCH 28, 2019
Each of these philosophies is somewhat rooted in Modern Portfolio Theory (MPT), which introduced the now-intuitive idea that investments should be measured by how well they compensate investors for risk, as measured by standard deviation (i.e., All analysis is based on data as of Dec. All analysis is based on data as of Dec.
Brown Advisory
MARCH 28, 2019
Each of these philosophies is somewhat rooted in Modern Portfolio Theory (MPT), which introduced the now-intuitive idea that investments should be measured by how well they compensate investors for risk, as measured by standard deviation (i.e., 31, 2018.). All analysis is based on data as of Dec. SOURCE: Brown Advisory. *We
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Brown Advisory
AUGUST 14, 2023
Our investment selection process follows a bottom-up, fundamental approach so we are wary of “sleepwalking into factor risk”. To be clear, we would love to have more investments in any diversifying business or sector but every investment must first pass all our tests, particularly valuation. It is an illuminating case study.
Brown Advisory
OCTOBER 11, 2021
Muted Expectations Over past decades investors have had to take more risk in order to meet the same return hurdle. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. This analysis is not intended to be a guarantee of future results.
Brown Advisory
OCTOBER 11, 2021
Over past decades investors have had to take more risk in order to meet the same return hurdle. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. This analysis is not intended to be a guarantee of future results. Muted Expectations.
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