Investment Insights in Focus
- Research Analyst
Chris Guidry - Equity
Introduction to Chris Guidry, Research Analyst focusing on equity research and analysis.
- Research Analyst
Katja Dunlap | Fixed Income, SI
Meet Katja Dunlap, Senior Analyst specializing in Fixed Income and Sustainable Investing.
- Research Analyst
Elizabeth Hiss | Equity, Industrials
Meet Elizabeth Hiss, Research Analyst specializing in Equity and Industrials investing and analysis.
- Research Analyst
Song Wang, CFA | Fixed Income
Meet Song Wang, CFA, Portfolio Manager specializing in fixed income strategies.
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Speaker Series: Large-Cap Sustainable Value
To mark the third year of the Brown Advisory Large-Cap Sustainable Value strategy, Portfolio Manager Mike Poggi, CFA alongside Financials Equity Research Analyst Cam Mathis, marked this major milestone by reflecting on his definition of value investing and how this is embedded in the strategy’s investment approach. In a live webinar, they discussed why staying true to their investment philosophy has helped them navigate the challenging market environment of the past three years and highlight key learnings.
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Looking back and Thinking Ahead
To mark the ten-year anniversary of the Global Leaders strategy, Portfolio Managers, Mick Dillon, CFA and Bertie Thomson, CFA shared their reflections in a webinar. They discuss the development and evolution of their investment philosophy and process and provided insights into the current positioning and outlook for the portfolio.