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  • Private Banking
  • Huge pile of green apples, with 4 red apples placed on the top
    May 08, 2023
    • Private Banking
    We review the reasons that we prefer and recommend concentrated and actively managed investment strategies.
  • April 30, 2023
    • Investment Management
    Portfolio Manager, Nicholas Haffenreffer, discusses how the U.S. Large Cap Equity portfolio companies performed over the most recent month-end.
  • Close up on a conceptual clock with the text early late and on time. Concept of good timing and choosing the right moment.
    April 11, 2023
    • Private Banking
    Co-Chief Investment Officer Justin Reed discusses market timing. He explores 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.
  • March 31, 2023
    • Investment Management
    Portfolio Manager, Nicholas Haffenreffer provides the most recent quarter-end results of the US Large Cap Equity Strategy.
  • February 28, 2023
    • Investment Management
    Portfolio Manager, Nicholas Haffenreffer, discusses how the U.S. Large Cap Equity portfolio companies performed over the most recent month-end.
  • January 31, 2023
    • Investment Management
    Portfolio Manager, Nicholas Haffenreffer, discusses how the U.S. Large Cap Equity portfolio companies performed over the most recent month-end.
  • Market-Portfolio-Update-Q1-2023-Cover
    January 24, 2023
    • Private Banking
    BBH Private Banking Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • Upward View of One World Trade Center, NYC, with Blue Sky and Tops of Other Skyscrapers
    November 30, 2022
    • Investment Management
    Portfolio Manager, Nicholas Haffenreffer, discusses how the U.S. Large Cap Equity portfolio companies performed over the most recent month-end.
  • Illustration of woman overlooking her investments.
    November 28, 2022
    • Private Banking
    We discuss the ways in which the worlds of investing and philanthropy are becoming more integrated and the importance of cross-generational conversations around this topic. Article written by Kaitlin Barbour.
  • October 28, 2022
    • Private Banking
    BBH Private Banking Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • Upward View of One World Trade Center, NYC, with Blue Sky and Tops of Other Skyscrapers
    August 31, 2022
    • Investment Management
    Portfolio Manager, Nicholas Haffenreffer, discusses how the U.S. Large Cap Equity portfolio companies performed over the most recent month-end.
  • Upward View of One World Trade Center, NYC, with Blue Sky and Tops of Other Skyscrapers
    July 31, 2022
    • Investment Management
    Portfolio Manager, Nicholas Haffenreffer, discusses how the U.S. Large Cap Equity portfolio companies performed over the most recent month-end.
  • ""
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • Illustration of woman overlooking her investments.
    July 18, 2022
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Director of Philanthropic Advisory Kerri Mast discuss the ways in which the worlds of investing and philanthropy are becoming more integrated.
  • ""
    April 26, 2022
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • February 03, 2022
    • Private Banking
    In this quarter’s update, the Investment Research Group examines our confidence in the BBH investment approach and our managers’ ability to generate attractive long-term returns despite uncertainties in the markets.
  • Two people stand next to human-sized dollar bills while nature grows around them
    May 26, 2020
    • Private Banking
    Relationship Manager Laura Salibello and Analyst Maddy Pellow define the basic principles of investing and share how parents can incorporate them into preliminary conversations with aspiring young investors.
  • Blue globe with financial charts behind it
    May 15, 2020
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner shares why non-U.S. investments can provide attractive opportunities.
  • Colorful gears forming a human brain with beige background
    April 28, 2020
    • Private Banking
    Chief Investment Strategist Scott Clemons shares why maintaining a disciplined investment approach can help overcome the behavioral biases that a crisis often brings.
  • A businesswoman looking through a telescope with blurred people walking
    March 24, 2020
    • Private Banking
    BBH Chief Investment Strategist Scott Clemons comments on recent market disruptions and demonstrates the difficulty of market timing.
  • Sun coming through the trees on a winding path
    October 31, 2019
    • Private Banking
    We offer eight principles that help guide our thinking about sustainable investing and how we incorporate those beliefs into client portfolios.
  • Manager Spotlight Interview with Rajiv Jain from GQG Partners cover
    November 05, 2018
    • Private Banking
    We sit down with Rajiv Jain – founder, chairman, chief investment officer and portfolio manager at GQG Partners – to discuss his investing background and approach, the role of emerging markets equities in an investment portfolio and where he sees today’s opportunities.
  • Black and white alarm clock standing next to an open laptop which has financial charts and graphics on the screen
    May 04, 2018
    • Private Banking
    We examine the distinction between time- and capital-weighted returns, looking at them through two separate lenses: capacity as well as conviction and timing.
  • Illustration of a man on a ladder greasing a machine turning a globe of the earth
    November 28, 2017
    • Private Banking
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons discusses investment risk: how to define it, measure it and manage it.
  • Close-up of 100 dollar bill with random blank puzzle pieces on top of it
    August 30, 2017
    • Private Banking
    We discuss the importance of tax-efficient investing and cover five ways in which BBH seeks to improve after-tax returns for clients.
  • Drawer full with reading glasses
    April 26, 2017
    • Private Banking
    InvestorView sits down with Chad Clark and Brian Vollmer – portfolio manager and co-portfolio manager, respectively, at Select Equity Group, one of our third-party managers – to discuss their investing backgrounds and investment philosophy, identifying “SEG Pedigree” businesses and the opportunity set in international equities.
  • Workers climbing scaffolding on construction site
    November 28, 2016
    • Private Banking
    Chief Investment Strategist Scott Clemons discusses BBH’s differentiated approach to building investment portfolios. He looks 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.
  • A large green arrow pointing up with a cartoon man thinking inside and next to it a large red arrow pointing down with an identical cartoon man thinking
    July 29, 2015
    • Private Banking
    We provide an overview of long/short equity investing, discuss its attractive characteristics and challenges, and share our criteria for partnering with long/short investment managers.
  • Hand picking up a Business man from a group of people, Human Resources concept to choose perfect candidate
    October 21, 2014
    • Private Banking
    In this quarter’s feature, Partner Rick Witmer provides an in-depth overview of our approach to selecting third-party investment partners on behalf of our clients.
  • Nine different coloured marbles
    August 07, 2014
    • Private Banking
    Partner Rick Witmer examines alternative approaches to asset allocation, while debunking a common misconception in the investment world.

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