Events Portfolio Management Risk Analysis 
Brown Advisory
DECEMBER 18, 2017
Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Our process was developed and refined by the team that manages our Large- Cap Sustainable Growth Strategy—Portfolio Managers Karina Funk and David Powell, and ESG Research Analyst Emily Dwyer.
Brown Advisory
DECEMBER 18, 2017
The following are ways we seek to identify additional risks and opportunities outside traditional analysis: Investigative research. ESG analysis. Quantitative risk analysis and reporting. Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Emily Dwyer.
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Brown Advisory
NOVEMBER 15, 2023
Most investment managers focus on the investment side, or the “treasure hunt,” but we have seen that spending equal time on determining how much capital to put behind each investment can be even more impactful from a return perspective. The goal of capital allocation is to improve the risk-adjusted returns of our portfolio.
Brown Advisory
OCTOBER 11, 2021
Hedge funds can include a number of strategies: long-short, trading-oriented, global macro, event-driven and activist. When investing in alternatives, we seek long-term partnerships with portfolio managers and teams that possess specific talent and skill. Many private equity funds have a term life of ten years or more.
Brown Advisory
OCTOBER 11, 2021
Hedge funds can include a number of strategies: long-short, trading-oriented, global macro, event-driven and activist. When investing in alternatives, we seek long-term partnerships with portfolio managers and teams that possess specific talent and skill. Exposure to both established and emerging managers.
Brown Advisory
MARCH 28, 2019
Effective risk analysis, then, requires us to balance competing goals in a portfolio, and to use a combination of quantitative analysis and subjective judgment to guide future decisions. In other words, it does not effectively measure the actual probability that investors will achieve their stated goals.
Brown Advisory
MARCH 28, 2019
Effective risk analysis, then, requires us to balance competing goals in a portfolio, and to use a combination of quantitative analysis and subjective judgment to guide future decisions. In other words, it does not effectively measure the actual probability that investors will achieve their stated goals.
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