Thinking Aloud

In the third episode of Thinking Aloud, Business Development Director Harry Jebb is joined by Global Fixed Income Portfolio Manager Ryan Myerberg for a wide-ranging conversation on sport, investing and the dynamics of high-performing teams.  Ryan reflects on the lessons he has drawn from elite sport and explores how effort, humility, resilience and collective ambition translate into investing. He...

In this episode of Thinking Aloud hosted by Maud Bridel, Portfolio Manager of the Brown Advisory Global and International Value Select strategies, Nick Kirrage, discusses Michael Mauboussin’s Think Twice and the lessons it offers investors about investment decision-making, bias and process. Nick reflects on building a new investment team from scratch, the difference between a great company and a g...

Hosted by Tim Hathaway, in this episode of Thinking Aloud, Portfolio Manager Mick Dillon reflects on the book Investing in Hidden Monopolies* that has recently influenced and expanded how he evaluates long-term investment opportunities, highlighting the role of customer outcomes in his investment philosophy for the Brown Advisory Global Leaders Strategy. Together, they explore how customer loyalty...

Thinking Aloud is a podcast series where Brown Advisory’s investment professionals unpack an idea that has recently shaped their perspective. Each episode features an informal conversation with a Brown Advisory expert about their insight, gathered from a book or article, a conversation, speaker, conference, podcast, compelling data point, or even a personal event. At its heart, the podcast invites...