In this edition of InvestorView, we look at the intersection of families, wealth and communication, provide an update on current market conditions and our portfolio, break down quality investing and discuss using philanthropy to pass down family ...

In the feature article of this issue of InvestorView, Adrienne Penta, the executive director of the BBH Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, focus on the topic of families, wealth and communication, discussing ...

Chief Investment Strategist Scott Clemons and Chief Investment Officer Suzanne Brenner review the markets and provide an update on our current portfolio positioning and priorities, as well as answer key questions on our clients’ minds.

Senior Investment Analyst Riley Scripps Ford takes a deep dive into what we mean when we talk about “quality” investing.

Senior Wealth Planner Kerri Mast discusses how families can use philanthropy to create a platform for teaching the next generation about family values.

Senior Wealth Planner Michelle Hong discusses upstream gifting, an increasingly popular estate planning technique following the recent tax legislation that involves making gifts up the family tree, rather than downstream.

Adrienne Penta, the executive director of the Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, provide a preview of the feature article in our third quarter issue of InvestorView, which focuses on families, wealth and ...

In this edition of InvestorView, we discuss cryptocurrencies, provide an update on current market conditions and our portfolio, examine time- and capital-weighted returns and cover estate planning for a loved one who may have an unclear future.

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons examines the opportunities and risks that cryptocurrencies pose by exploring bitcoin and the blockchain technology on which cryptocurrencies rely.

Chief Investment Strategist Scott Clemons and Chief Investment Officer Suzanne Brenner review the markets and provide an update on our current portfolio positioning and priorities, as well as answer key questions on our clients’ minds.

Senior Investment Analyst Riley Scripps Ford examines the distinction between time- and capital-weighted returns, looking at them through two separate lenses: capacity as well as conviction and timing.

Wealth Planner Michelle Hong discusses legal and financial steps for parents to consider when planning for a loved one who may require varying levels of care and support over the long run.

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our second quarter issue of InvestorView, which focuses on cryptocurrencies. He looks at cryptocurrencies through three different angles: their history and ...

Chief Investment Strategist Scott Clemons details BBH’s principles of investing and how to apply them in practice.

In this edition of InvestorView, we discuss the implications of the new tax code, provide an update on current market conditions and our portfolio, speak with our new chief investment officer and cover how tax reform will change estate planning.

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons discusses the implications of tax reform for the economy and financial markets.

Chief Investment Officer Suzanne Brenner, Director of Research Brian Nelson and Senior Investment Analyst Tom Martin provide a market update as well as an overview of our current portfolio positioning and priorities and anticipated short- or ...

We speak with our new chief investment officer, Suzanne Brenner, about her professional background and investment approach, what she is focusing on at BBH and how she approaches investing in today’s market environment.

Wealth Planner Brad Dillon discusses how the new tax bill will change wealth and estate planning, highlighting changes and actions to consider based on the near doubling of the basic exclusion amount.

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our first quarter issue of InvestorView, which focuses on the implications of the new tax code and what it means for corporations, individuals, the economy and ...

In this edition of InvestorView, we examine investment risk, provide an update on current market conditions and our portfolio, look at the value vs. growth investing framework and explore tax-efficient estate planning options.

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.

Brian Nelson, the head of BBH’s Investment Research Group, and Senior Investment Analyst Tom Martin provide a market update as well as an overview of our current portfolio positioning and priorities and anticipated short- or medium-term changes.

Senior Investment Analyst Tom Martin discusses the pitfalls of the value vs. growth investing framework and looks at our preferred model: quality and discount to intrinsic value.

For those hesitant to create an estate plan, Wealth Planner Ali Hutchinson discusses tax-efficient options for transferring wealth to future generations or charity that require no long-term commitment, trusts or legal fees.

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our fourth quarter issue of InvestorView, which focuses on investment risk. He touches on how we define, measure and manage the risks investors face.

In this edition of InvestorView, we look at the threat of inflation, provide an update on current market conditions and our portfolio, break down BBH’s approach to real estate investing and explore the decision to set up a private foundation vs. a ...

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons focuses on one of the least apparent but most dangerous risks for investors today: inflation. While there is little inflation at present, he explains ...

Brian Nelson, the head of BBH’s Investment Research Group, and Senior Investment Analyst Tom Martin provide a market update as well as an overview of our current portfolio positioning and priorities and anticipated short- or medium-term changes.

We break down BBH’s approach to real estate investing while discussing the asset class’s role in a portfolio and its risk spectrum.

Wealth Planner Kerri Mast discusses a common dilemma among philanthropically inclined individuals: the decision to set up a private foundation vs. a donor advised fund.

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our third quarter issue of InvestorView, which focuses on one of the least apparent but most dangerous risks for investors today: inflation. While there is ...

In this quarter’s feature article, Investment Strategy Analyst Tom Martin discusses the importance of tax-efficient investing and covers five ways in which BBH seeks to improve after-tax returns for clients.

In this edition of InvestorView, we look at BBH’s sell criteria and how we evaluate manager performance, provide an update on current market conditions and our portfolio, sit down with Chad Clark and Brian Vollmer of Select Equity Group and ...

In the feature article of this issue of InvestorView, Brian Nelson, the head of our Investment Research Group, discusses BBH’s sell criteria and how we evaluate the performance of our managers.

Brian Nelson, the head of BBH’s Investment Research Group, and Senior Investment Analyst Tom Martin provide a market update as well as an overview of our current portfolio positioning and priorities and anticipated short- or medium-term changes.

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 ...

Wealth Planner Michelle Hong discusses the permanent extension of the IRA charitable rollover, focusing on the benefits it provides philanthropic individuals in their charitable gift planning.

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our second quarter issue of InvestorView: BBH’s sell criteria and how we evaluate the performance of our managers.

In this edition of InvestorView, we examine the economy and markets in the time of a Trump presidency, provide an update on current market conditions and our portfolio, discuss insights from Investor Day and review the tax policy proposals of ...

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons examines upcoming changes in political policy. He looks at the economy and markets in the time of a Trump presidency, zeroing in on the effects of ...

Brian Nelson, the head of BBH’s Investment Research Group, and Investment Strategy Analyst Tom Martin provide a market update as well as an overview of our current portfolio positioning and priorities and anticipated short- or medium-term changes.

Core Select Co-Managers Tim Hartch and Michael Keller provide an update on how the Core Select portfolio companies performed during the fourth quarter of 2016.

Investment Research Analyst Carson Christus provides an overview of our 2016 Investor Day event, which is designed to bring together BBH clients, friends of the firm and our investment teams in discussion about the current market environment and ...

Wealth Planner Brad Dillon discusses the tax policy proposals of President Donald Trump and the House Republicans, looking at changes to individual income taxes, gift and estate taxes and corporate taxes.

Scott Clemons provides a preview of the feature article in our first quarter issue of InvestorView: the implications of the policies on which the Trump administration chooses to focus. He comments on which areas of focus may have a near-term ...

In this edition of InvestorView, we outline our approach to building investment portfolios, provide an update on current market conditions and discuss the recently proposed 2704 regulations.

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons, Brian Nelson, the head of our Investment Research Group, and Investment Strategy Analyst Tom Martin discuss BBH’s differentiated approach to building ...

Brian Nelson, the head of BBH’s Investment Research Group, and Investment Strategy Analyst Tom Martin provide a market update as well as an overview of our current portfolio positioning and priorities and anticipated short- or medium-term changes.

Core Select Co-Managers Tim Hartch and Michael Keller provide an update on how the Core Select portfolio companies performed during the third quarter of 2016.