Brown Advisory

FEBRUARY 23, 2022

Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach. Listen to our Flexible Equity Strategy's Portfolio Manager, Maneesh Bajaj, discuss his investment approach: Your browser does not support the audio element. Wed, 02/23/2022 - 10:38.

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Darrow Wealth Management

FEBRUARY 9, 2025

If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. You’ll receive the same $40,000 in dividend income and the value of your portfolio drops to $1.5M. Dividend paying stocks and funds can be a great addition to a portfolio.

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The Big Picture

JULY 8, 2023

We also discussed active management versus indexing: “If you are an active manager, your job is to have a diversified portfolio and think about risk-adjusted returns. Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital.

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The Big Picture

MAY 11, 2023

I think for RIAs, it is the most important conference event of the year, as do others ( Best Conference Experience for 2023 ). This is the next generation of the wealth management industry, and they showed up in droves because they want to be cutting-edge and stay ahead of the curve. Its only 4 months away!

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Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Q: Can you describe your investment process?

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Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. A: Our process consists of three steps: idea generation, due diligence and portfolio construction. Wed, 09/20/2017 - 16:43.

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The Big Picture

DECEMBER 30, 2023

We also discussed active management versus indexing: “If you are an active manager, your job is to have a diversified portfolio and think about risk-adjusted returns. Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital.

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Brown Advisory

APRIL 21, 2023

But we never forget that we manage diversified portfolios, and those portfolios are indeed affected by macro factors; inflation, interest rates, bank liquidity and other issues facing the economy will of course influence the prospects of the companies we hold in our strategies.

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Random Roger's Retirement Planning

APRIL 3, 2025

It is far easier to endure these types of events when you don't have to be correct about anything in the middle of it. Nate Geraci Tweeted out that "a ny sort of market, economic, or political turmoil offers a window into your financial advisor, portfolio manager, etc" Tough but fair.

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The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders.

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Truemind Capital

MAY 19, 2020

Everyone thinks that due to the recent events caused by Coronavirus we are in uncertain times. The emergence of any event has multiple co-dependent factors and nothing gets created out of a vacuum. The investors who do poorly are those who are always very sure of the future events. I believe we are always in uncertain times.

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The Big Picture

JULY 19, 2023

New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital. The $10 billion event-driven is a deep value-focused investor specializing in companies that need financial and operational restructuring.

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Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. Typically, we begin building a client-driven portfolio by targeting a specific metric or set of performance attributes.

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Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk. 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. Mon, 10/16/2017 - 11:53.

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The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. Since then, it’s grown to about $7 billion. And they are not the typical hedge fund. Your next stop is Millennium.

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21. Mon, 10/04/2021 - 11:00. A 360-Degree Climate Evaluation.

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Brown Advisory

FEBRUARY 23, 2022

Moderator: Brad Dunn, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager Maximizing Your Assets Wednesday, November 17, 2020 During this first event of the series, our panel focused on how you can plan now to maximize your assets and prepare for an exit—whether it is quickly approaching or may be years away.

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Brown Advisory

FEBRUARY 23, 2022

Speakers: Michael Aldrich, Global Head of Operational Security; Rebecca Sugarman, Chief Human Resources Officer; Craig Standish, Head of Boston Office Moderator: Victor Abiamiri, Portfolio Manager. . Planning for Your Liquidity Event and Beyond. Thursday, May 6, 2021. Approaching the Exit. Tuesday, February 2, 2021.

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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. 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.

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Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios. 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. The goals you express during our discovery process dictate the types of solutions used in your portfolio.

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Random Roger's Retirement Planning

JUNE 21, 2024

It also, unfortunately, goes down almost the same as MCW during tumultuous events like the Pandemic Crash in 2022. I think part of the process of ongoing portfolio management is to circle back to strategies, funds and correlation studies like we regularly do here.

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The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. So when you go through a substantial macro event, whether it was the quants crash, or the financial crisis, or even the pandemic, does that send you back to your models to tweak them? RITHOLTZ: Right.

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WiserAdvisor

JANUARY 3, 2024

Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty. Let’s first understand what these accounts are and how they work.

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Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Over the long term, that stance has paid off.

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Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

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Sara Grillo

FEBRUARY 23, 2024

If in person events aren’t your thing, you can join the CFA group on LinkedIn or other CFA networking groups online. Are you looking for a portfolio management or equity research job? I would suggest joining your local CFA society , even if you haven’t gotten the designation.

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Brown Advisory

NOVEMBER 10, 2023

Sustainable Small-Cap Core Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Fri, 11/10/2023 - 13:26 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing across a wide range of its equity and fixed income strategies.

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The Big Picture

SEPTEMBER 3, 2024

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. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective.

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WiserAdvisor

AUGUST 31, 2023

They can provide ongoing support so you can continue investing after retirement, monitor market fluctuations, and make necessary adjustments to your retirement portfolio. Your investment risk appetite is lowered, and it is important to readjust your portfolio accordingly.

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Brown Advisory

FEBRUARY 21, 2022

George Sakellaris, Portfolio Manager of Brown Advisory’s Mid-Cap Growth (MCG) strategy interviews John Kett, CEO of Insurance Auto Auctions (IAA). 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.

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Random Roger's Retirement Planning

SEPTEMBER 5, 2024

The portfolio labeled as Minsky, is comprised of three funds. It tracked 60/40 until 60/40 broke in 2022, it has had much lower volatility and far better portfolio stats than 60/40. The right (or wrong) combination of wind events and wildfires could cause real problems for cat bonds. That joke overlaps with Minsky.

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Brown Advisory

DECEMBER 18, 2017

To address this need, we created the role of investigative analyst on our research team to serve as both a conduit and lightning rod for the flow of potential qualitative information that can help us make better decisions about the companies we consider for our portfolios. Sustainable investing is one of our firm’s strongest growth drivers.

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Brown Advisory

DECEMBER 18, 2017

To address this need, we created the role of investigative analyst on our research team to serve as both a conduit and lightning rod for the flow of potential qualitative information that can help us make better decisions about the companies we consider for our portfolios. Emily Dwyer.

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Brown Advisory

MARCH 31, 2023

The resulting portfolio consists of a moderately concentrated group of mid- and large-cap companies. Learn more about the Strategy Listen to our latest audio update The Portfolio Manager discusses the portfolio’s performance and positioning for the first quarter 2023, as well as his outlook for the strategy.

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Brown Advisory

DECEMBER 5, 2016

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. This talk was given at a TEDx event using the TED conference format but independently organized by a local community.

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Brown Advisory

OCTOBER 31, 2020

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. The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions.

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