Brown Advisory

FEBRUARY 21, 2022

The global equity universe offers a broad range of investment opportunities, allowing portfolio managers to be highly selective and pick quality businesses, unconstrained by geography or index composition. A differentiated approach to valuation. . Global Equity Investing: Focusing on Global Leaders. Mon, 02/21/2022 - 08:13.

Investing 52

Investing Investments Portfolio Management Valuation 52

Brown Advisory

MAY 31, 2017

Throughout this period, we often saw windows in which we believed that European valuations were more attractive, but we were cautious due to Europe’s high debt levels and struggles to generate economic growth. large-cap managers have been able to beat the market consistently. is not particularly notable. is much clearer.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Throughout this period, we often saw windows in which we believed that European valuations were more attractive, but we were cautious due to Europe’s high debt levels and struggles to generate economic growth. large-cap managers have been able to beat the market consistently. is not particularly notable. is much clearer.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MARCH 31, 2023

Audio Updates: Large-Cap Sustainable Growth Strategy mhannan Fri, 03/31/2023 - 09:58 The strategy seeks to deliver competitive risk-adjusted returns over a full market cycle through a concentrated portfolio of companies that we believe offer durable fundamental strengths, sustainable competitive advantages and compelling valuations.

Clients 52

Clients Portfolio Management Investing Investments 52

Brown Advisory

MAY 7, 2021

The discussion dissects technology sector valuations, what rising rates could mean for markets and the most important investment trends in the decade ahead. The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios.

Clients 52

Clients Taxes Investing Investments 52

Brown Advisory

MAY 7, 2021

The discussion dissects technology sector valuations, what rising rates could mean for markets and the most important investment trends in the decade ahead. The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios. Download transcript. . MORE ON THIS TOPIC.

Clients 52

Clients Taxes Investing Investments 52

Brown Advisory

AUGUST 6, 2019

Sometimes a major event makes it clear that an immediate course correction is needed. Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Little River Band, 1979 Changes occur for a variety of reasons.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Sometimes a major event makes it clear that an immediate course correction is needed. Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Tue, 08/06/2019 - 08:46. Little River Band, 1979.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Unsurprisingly, as volume has increased, so have valuations. Possible Signs.

Investing 52

Investing Investments Valuation Assets 52

The Irrelevant Investor

JULY 24, 2017

I said, "The only reason you hold 3% in gold is to placate your clients in the event gold goes on a run and you don't own it." There are plenty of reasons to put 3% of your portfolio in gold." And while the value of an advisor goes beyond portfolio management, being competent is table stakes. He was perturbed by this.

Financial Advisor 52

Financial Advisor Wealth Management Valuation Clients 52

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.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

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. Emily Dwyer.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

The Big Picture

OCTOBER 31, 2023

And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? The more private side of the street?

Management 162

Management Investing Investments Portfolio 162

Brown Advisory

JUNE 3, 2015

equity market: A comparatively quick interest rate increase counteracts the benefit from stronger economic growth, impairing profitability and valuations. Concern about future economic growth undermines valuations. equities in many client portfolios for the past four years. Impact on U.S. Impact on U.S. Impact on U.S.

Valuation 52

Valuation Economy Banking Economics 52

Brown Advisory

MARCH 2, 2020

We bring different backgrounds and a diversity of thinking to portfolio management. Karina came to investing from an engineering background, while David came to portfolio management from equity research covering the industrials sector. Embrace different perspectives.

Management 52

Management Portfolio Management Portfolio Clients 52

Brown Advisory

MARCH 2, 2020

We bring different backgrounds and a diversity of thinking to portfolio management. Karina came to investing from an engineering background, while David came to portfolio management from equity research covering the industrials sector. Embrace different perspectives.

Management 52

Management Portfolio Management Portfolio Clients 52

The Irrelevant Investor

JULY 23, 2018

Michael is the portfolio manager of Broome Street Capital, a fund that specializes in m&a and event-driven trading. Valuations though could make this tricky, even with a 25-year runway). I recently spoke with Michael Samuels about my book and investing in general.

Portfolio Management 52

Portfolio Management Banking Financial Services Valuation 52

Brown Advisory

NOVEMBER 28, 2017

We will hear equity research analysts talk about risk and opportunity within the sectors they cover, and portfolio managers discuss the dangers of relying too heavily on traditional valuation metrics. We will also talk about tools we use to better understand how our portfolios might behave in a downturn.

Clients 52

Clients Portfolio Investing Investments 52

Brown Advisory

NOVEMBER 28, 2017

We will hear equity research analysts talk about risk and opportunity within the sectors they cover, and portfolio managers discuss the dangers of relying too heavily on traditional valuation metrics. We will also talk about tools we use to better understand how our portfolios might behave in a downturn.

Clients 52

Clients Portfolio Investing Investments 52

Brown Advisory

SEPTEMBER 3, 2015

Still, we believe that attractive opportunities for fundamental, bottom-up investing endure in China S and Asia’s other emerging markets, where valuations are more attractive than for equities in the developed world like the U.S. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Determine both your annual level of spending and a five- and 10-year goal for portfolio returns.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

JUNE 21, 2023

When macro conditions are uncertain, a banker’s approach to valuation can help. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. CIO Perspectives: A New Bull Market?

Marketing 52

Marketing Marketing Clients Asset Allocation 52

Brown Advisory

MAY 12, 2020

We have witnessed a host of macroeconomic, political and other events over the last five years since the launch of the Global Leaders strategy, not least of all the global COVID-19 pandemic. You often talk about portfolio managers being responsible for not just stock selection, but also capital allocation. 6th Edition, 2015.

Investing 52

Investing Investments Clients Portfolio 52

Brown Advisory

MAY 12, 2020

We have witnessed a host of macroeconomic, political and other events over the last five years since the launch of the Global Leaders strategy, not least of all the global COVID-19 pandemic. S&P 500® Index, ROIC, 2003-2013 Data based on a McKinsey & Company study, “Valuation: Measuring and Managing the Value of Companies”.

Investing 52

Investing Investments Clients Portfolio 52

The Big Picture

FEBRUARY 12, 2024

You played in the World Series of Poker finishing, is that 18th and the poker main event finishing third, or do I have that backwards 00:11:57 [Speaker Changed] 18th and the main event? And then you play those things out to a result and you manage your risk along the way. Like, what is the next card? Why aren’t you?

Management 294

Management Investing Investments Economy 294

Brown Advisory

JUNE 1, 2023

This is achieved by investing in a concentrated portfolio of companies that, according to our analysis, generate durable levels of free cash flow, exhibit capital discipline and have attractive valuations. They have been chosen for their capital discipline and durable fundamental cash flow, together with an attractive valuation.

Portfolio 52

Portfolio Valuation Investing Investments 52

Brown Advisory

SEPTEMBER 12, 2016

We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

MARCH 30, 2022

We believe that a long-term investing approach focused on businesses with strong competitive advantages, with business models that generate high return on incremental invested capital, capable and rightly incentivized management teams and attractive valuations, from a long-term investment horizon, may help investors navigate this volatility.

Investing 52

Investing Investments Marketing Marketing 52

Brown Advisory

SEPTEMBER 3, 2015

The hazards of appropriation bonds underscore the value of a bottom-up approach to building a municipal bond portfolio. The securities should have diversified and specific streams of revenue and solid legal protections that give creditors senior status in the event of default. Europe's Slow Climb.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

OCTOBER 16, 2017

Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances.

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

Brown Advisory

OCTOBER 16, 2017

Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances.

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

WiserAdvisor

AUGUST 18, 2022

This entire process is known as investment analysis where you use multiple valuations to understand and analyze the market along with those of different firms, industries, and sectors. Also, unexpected events such as wars, pandemics, natural calamities, etc., This would help you get an idea of what could impact your investment returns.

Investing 52

Investing Investments Financial Advisor Portfolio 52

Brown Advisory

NOVEMBER 28, 2017

Even if investors discard the notion of broadly timing the market, they still may have questions about staying invested in actively managed strategies during what they perceive as a risky market. Well, we believe that broader economic fundamentals are important for long-term stock valuations.

Economy 52

Economy Clients Economics Management 52

Brown Advisory

NOVEMBER 28, 2017

Even if investors discard the notion of broadly timing the market, they still may have questions about staying invested in actively managed strategies during what they perceive as a risky market. Well, we believe that broader economic fundamentals are important for long-term stock valuations.

Economy 52

Economy Clients Economics Management 52

Brown Advisory

MAY 25, 2017

It bears repeating that the risk and portfolio management implications here are twofold—objective comparison across sectors directs us to the most attractive risk-adjusted returns, and adjustment for duration helps us manage interest-rate risk. These views should not be construed as investment research.

Portfolio 52

Portfolio Investing Investments Clients 52

Brown Advisory

SEPTEMBER 11, 2016

This provides a meaningful boost to return in a low-yield environment and cushions a portfolio should interest rates begin to rise. (We These two steps would help investors in the event of an adverse outcome. These views are not intended to be a forecast of future events or a guarantee of future results. small-cap stocks.

Economics 52

Economics Economy Communication Banking 52