Tom Martin, Matt Sweetser and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets and the private equity and mergers and acquisitions markets.
Deputy Chief Investment Officer Justin Reed and Head of Investment Research Tom Martin discuss market timing. They explore its allure and pitfalls, stressing our belief that the adoption of a value-oriented, bottom-up investment approach, along with a long-term investment horizon and prudent rebalancing plan, is a far more compelling investment strategy.
Investing in private markets is an important component of many client portfolios, and in this article, Thomas Martin, a Senior Investment Analyst, provides advice on how to construct a prudently-sized private markets portfolio with adequate diversification.
Chief Investment Officer Suzanne Brenner and Head of Investment Research Tom Martin explore how the various aspects of our asset allocation, portfolio construction, risk management and manager selection processes work together to create value for clients.
In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons and Investment Strategy Analyst Tom Martin discuss BBH’s differentiated approach to building investment portfolios. They look at the two requirements of robust portfolio construction: asset allocation driven by an investor’s needs, along with capital allocation driven by partnering with managers who take a fundamental approach to investing.
Investment Strategy Analyst Tom Martin provides an overview of long/short equity investing, discusses its attractive characteristics and challenges and shares our criteria for partnering with long/short investment managers.
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