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Insights

Our latest thinking on capital markets, investment strategy and long-term planning.

  • CIO Perspectives Podcast: AI Acceleration, Tariff Turnaround and the End of American Exceptionalism?
    Asset Allocation

    CIO Perspectives Podcast: AI Acceleration, Tariff Turnaround and the End of American Exceptionalism?

    By Sidney Ahl Erika Pagel Sargent McGowan
  • Global Leaders: Ten Years of Delivering Investment Excellence
    Equities

    Global Leaders: Ten Years of Delivering Investment Excellence

    By Mick Dillon Bertie Thomson Susanne Linhardt
  • Equity Beat: Discovering Young Redwoods
    Equities

    Equity Beat: Discovering Young Redwoods

    By Eric Gordon
Article Name
Equities
Global Leaders: Ten Years of Delivering Investment Excellence
Mick Dillon, CFA; Bertie Thomson, CFA; Susanne Linhardt, CAIA, CFA
Article Name
Investment Letters
Global Leaders Strategy Investment Letter: January 2025
Bertie Thomson, CFA; Mick Dillon, CFA
Article Name
Audio Updates: Global Leaders Strategy
Mick Dillon, CFA; Bertie Thomson, CFA
Article Name
Investment Letters
Global Leaders Strategy Investment Letter: January 2024
Bertie Thomson, CFA; Mick Dillon, CFA
Article Name
Equities
Irrational Behaviour, Rational Investing: How We Overcome Our Biases
Mick Dillon, CFA; Bertie Thomson, CFA
Article Name
Investment Letters
Global Leaders Strategy Investment Letter: August 2023
Bertie Thomson, CFA; Mick Dillon, CFA
Article Name
Investment Letters
Global Leaders Strategy Annual Investment Review: January 2023
Bertie Thomson, CFA; Mick Dillon, CFA
Article Name
Investment Letters
Global Leaders Investment Letter: August 2022
Bertie Thomson, CFA; Mick Dillon, CFA
Article Name
Investment Letters
Global Leaders Investment Letter: June 2022
Bertie Thomson, CFA; Mick Dillon, CFA
Article Name
Investment Letters
Global Leaders Investment Letter: December 2021
Bertie Thomson, CFA; Mick Dillon, CFA
Article Name
Investment Letters
Global Leaders Investment Letter: September 2021
Bertie Thomson, CFA; Mick Dillon, CFA
Article Name
Investment Letters
Global Leaders Investment Letter: Software is Eating the World
Bertie Thomson, CFA; Mick Dillon, CFA
Article Name
Investment Letters
Global Leaders Investment Letter: January 2021
Bertie Thomson, CFA; Mick Dillon, CFA
Article Name
Investment Letters
Global Leaders Investment Letter - October 2020
Bertie Thomson, CFA; Mick Dillon, CFA
Article Name
Investment Letters
Global Leaders Investment Letter - Q2 2020
Bertie Thomson, CFA; Mick Dillon, CFA
Article Name
Investment Letters
Global Leaders Investment Letter - Q1 2020
Bertie Thomson, CFA; Mick Dillon, CFA
Article Name
Investment Letters
Global Leaders Investment Letter - Q4 2019
Bertie Thomson, CFA; Mick Dillon, CFA
Article Name
Investment Letters
Global Leaders Investment Letter - Q3 2019
Bertie Thomson, CFA; Mick Dillon, CFA
Article Name
Investment Letters
Global Leaders Investment Letter - Q2 2019
Bertie Thomson, CFA; Mick Dillon, CFA
Article Name
Investment Letters
Global Leaders Investment Letter - Q1 2019
Bertie Thomson, CFA; Mick Dillon, CFA

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Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 900 colleagues worldwide, all of whom are equity owners of the firm.

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