Brown Advisory

AUGUST 25, 2017

Manager Q&A: Mick Dillon and Bertie Thomson, Global Leaders Strategy achen Fri, 08/25/2017 - 11:34 Indeed a host of macro-economic and political events have impacted global markets since Mick Dillon and Bertie Thomson launched the Brown Advisory Global Leaders strategy. However, this duo strives to keep it simple by focusing on what they believe is the constant that cuts through macroeconomic noise: great companies producing shareholder value by delivering a special outcome to their customers.

Management 52

Management Valuation Financial Services Investing 52

The Irrelevant Investor

AUGUST 20, 2017

Articles Don’t ask big companies who sell annuities if you should own one. By Tony Isola From a surface-level standpoint, it looks like we’re either too selective, or complacent. Neither could be further from the truth. By Brent Beshore A virus that mutates and evolves means a vaccine that might work today won’t work tomorrow. By Morgan Housel Be fee-conscious, not fee-centric.

Valuation 52

Valuation Marketing Marketing 52

Brown Advisory

AUGUST 25, 2017

Manager Q&A: Mick Dillon and Bertie Thomson, Global Leaders Strategy. achen. Fri, 08/25/2017 - 11:34. Indeed a host of macro-economic and political events have impacted global markets since Mick Dillon and Bertie Thomson launched the Brown Advisory Global Leaders strategy. However, this duo strives to keep it simple by focusing on what they believe is the constant that cuts through macroeconomic noise: great companies producing shareholder value by delivering a special outcome to their customers

Management 52

Management Valuation Financial Services Investing 52

Brown Advisory

AUGUST 24, 2017

A Solid Foundation: The Value of Private Real Estate in Balanced Portfolios. achen. Thu, 08/24/2017 - 15:12. Because of the cyclical nature of many real estate markets—and especially due to the recent painful memories of the mortgage crisis—many investors think that the only way to make money in real estate is to “catch a wave”—in other words, to invest in the right place and at the right time.

Portfolio 52

Portfolio Assets Clients Investing 52

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting