In this short audio clip, we aim to provide clients with an update on our current thinking as of February 17, 2022. Ken Stuzin, portfolio manager of our U.S. Large Cap Growth strategy, covers multiple topics including:
- Market volatility in 2021
- Current conditions, early 2022
- Concentration in Russell 1000 Growth
- Inflationary concerns
- Valuations
- The COVID-19 "darlings" and new business models
- Historic perspective on recent events, markets and performance
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The Large Cap Growth Strategy invests in a portfolio of diversified, high-quality businesses with sound management teams and competitive advantages that we believe can produce above-average growth over a full market cycle.
This webcast is intended for existing investors in the Brown Advisory Large Cap Growth Strategy and not for further distribution. Any references in this webcast to mutual funds are solely to provide context and illustrate the Strategy’s investment approach. This webcast was prepared in February 2022 and the information contained therein is subject to change at any time and not necessarily current. This webcast is not an offer, solicitation, or recommendation to purchase or sell any of the securities mentioned. 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. 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. Past performance is not a guarantee of future performance and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.
Click here to access the Large Cap Growth GIPS Report.