Global Equity Investing: Focusing on Global Leaders – Brown Advisory – 1.11.22

Overview:
Title: Global Equity Investing: Focusing on Global Leaders
Date: Tuesday, January 11, 2022
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand. The global equity universe offers a broad range of investment opportunities, allowing portfolio managers to be highly selective and pick quality businesses, unconstrained by geography or index composition. We believe that an approach that emphasizes capital allocation alongside investment selection, is informed by key lessons from behavioral finance and integrates in-depth fundamental with ESG research to focus on sustainable business advantages can consistently generate superior risk-adjusted performance throughout the economic cycle. Please join our webcast to learn more about:

  • The key role of capital allocation
  • Lessons from behavioral finance
  • Investigative research
  • The case for global equities
  • Identifying global leaders
  • Integrating fundamental and ESG research
  • A differentiated approach to valuation

Speakers:
Tim Hathaway, CFA Tim Hathaway, CFA Head of U.S. Institutional Business and Portfolio Manager Brown Advisory

Tim is a partner, a member of the Executive Team and serves as head of the U.S. institutional business. He and his team are responsible for equity and fixed income research, portfolio management, and institutional sales and service. Prior to this role, Tim was the director of research and institutional investment management. Before his time as director, Tim worked as a co-portfolio manager of the Small-Cap Growth strategy for nine years until June 2014. Prior to that, he was a research analyst with the Large-Cap Equity team and was responsible for research in the consumer discretionary and energy sectors.
Mick Dillon, CFA Mick Dillon, CFA Portfolio Manager Brown Advisory

Mick is a portfolio manager within the global equity team and isbased in the firm’s London office. He joined Brown Advisory in 2014 from HSBC Global Asset Management in Hong Kong where he was the co-head of Asian equities. While at HSBC, he was responsible for managing a range of strategies: quality/dividend, large-cap and small-cap focused pan-Asian equity, as well as a number of country-specific strategies. Previously, he managed a global equity long/short fund for HSBC in London and was a global technology equity analyst at Arete Research early in his career.
Priyanka Agnihotri Priyanka Agnihotri Portfolio Manager Brown Advisory

Priyanka is the portfolio manager for the International Leaders strategy within the Global Equity team. Priyanka joined Brown Advisory as a financials equity research analyst in June 2015 having formerly worked for Bernstein Research on the sell-side covering European financials. Prior to this, she began her career in 2009 as a buy-side analyst for Phoenix Asset Management Partners focusing on U.K. equities. Priyanka achieved her MBA in 2009 from Columbia Business School where she was a member of the Value Investing Program.