Brown Advisory

We have long been interested in articulating the importance of critical thinking to our work — investing for and advising our clients. It became a central tenet of our identity in 2012 when we embraced the tagline: “Thoughtful Investing”, one that emphasizes the value of thinking, and the time, space and perspective needed to think effectively. We hope this year’s Annual Report offers a helpful insight into how thinking empowers the work we do to raise the future for our clients, our colleagues and our communities. We look forward to hearing your feedback, questions and ideas. Read here: https://lnkd.in/dgiTFxNy

In this episode of CIO Perspectives, Sidney Ahl and Erika Pagel have a chat with Vineet Mitera, the Chief Investment Officer at Ward Ferry Management, an independent investment firm based in Hong Kong. The discussion highlights the investment landscape across various Asian markets, emphasizing the importance of healthy balance sheets, regional economic conditions, and sector-specific opportunities. Key themes include the resilience of Indian companies, their cautious yet opportunistic approach in China, the promising reforms and undervalued sectors in Japan and the growth potential in ASEAN markets. Listen here or wherever you get your podcasts: https://lnkd.in/gb36XAFV

People Behind the Strategy: Meet Chris Guidry, CFA, an Equity Research Analyst. As a Consumer analyst, Chris is a core part of our investment process, providing a bottom-up research approach that is a distinct advantage when navigating the complexities of the consumer sector landscape. Watch more interviews with members of our investment team here: https://lnkd.in/ghrXE-k2

We were honored to host our Brown Advisory Oyster Roast at the Delaware office with guests from our wonderful community. Thank you Wild Earth Allies for speaking about the important conservation work that you do, protecting wildlife and habitats around the globe. We appreciate everyone who attended our annual event!

In September 2021, Brown Advisory launched the Sustainable Small-Cap Core (BIAYX) Mutual Fund. As we commemorate this three-year milestone, Portfolio Managers Emily Dwyer MacLellan, Christopher Berrier, David Schuster, and Tim Hathaway reflect on the Fund’s journey and the valuable lessons learned in sustainable investing within the small-cap asset class.   Reaching the three-year mark underscores the investment team’s rigorous research, disciplined investment process, and unwavering commitment to long-term value creation for our clients. Learn more: https://lnkd.in/gtPrK_-v This material is for information purposes only. It is not an invitation to engage in investment activity. It is directed only to U.S. investors and to those to who may lawfully receive such material.

As our Sustainable Core and Tax-Exempt Sustainable Fixed Income strategies mark their 10-year anniversary, Portfolio Managers Amy Hauter, CFA and Stephen Shutz, CFA reflect on how the team and the strategies' investable universe has evolved since its launch. In this short audio update, they outline how essential the growth of the team’s specialized expertise and the strategies' holistic approach has led to investment opportunities and the overall ability to adapt in the new economic reality. Listen here: https://lnkd.in/guVFrQbk

How do you keep tabs on consumer health outside of the traditional earnings season? I believe it’s simple, look at the key takeaways of the retailers – with a January fiscal year-end – that have reported their quarterly results in recent weeks!   You can read more about this topic by subscribing to my LinkedIn Newsletter "Equity Beat", which features thoughts on equity markets broadly, and individual stocks more specifically, that reflect the conversations, interactions and analyses covered by our Equity Research team at Brown Advisory.

Congratulations to our colleague, Evan Beck, CFA, on winning the U.S. Mid-Amateur Golf Championship! After coming up just short last year, we salute your very resilient and well-played stretch of golf. See you in Augusta! https://lnkd.in/gG6nf6E5

As long-term investors and stewards of our clients’ capital, we seek to uncover and reflect on all kinds of quantitative and qualitative information to optimize our investment decisions. For this special Climate Week episode, Brown Advisory’s Karina Funk, CFA sits down with Dr. Ellen Stofan, Under Secretary for Science and Research at the Smithsonian Institution. They discuss the power of information and collaboration—especially in service of big questions around reducing carbon, promoting biodiversity, creating thriving communities, and discovering life beyond our solar system. Listen here, or wherever you get your podcasts: https://lnkd.in/gjQuqk4K

In this latest piece, equity research analysts Victoria Schlotterback, CPA, Joseph Pasqualichio, and John Bond, CFA, explore how the rise of #GenAI is driving rapid growth in data center electricity consumption, posing both challenges and opportunities. Discover how tech giants like Amazon, Microsoft, and Google are positioned to transform our power systems.   Learn more: https://lnkd.in/ga7sDZ2Q