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.

BBH Wealth Planners Karin Prangley and Anne Warren discuss the recently proposed 2704 regulations by the IRS and U.S. Department of the Treasury, which, if finalized, may eliminate the valuation discounts applicable to family-controlled entities ...

In this edition of InvestorView, we examine the Brexit vote and what’s to come for the U.K., provide an update on current market conditions and our portfolio, review The Essays of Warren Buffett: Lessons for Corporate America and discuss spousal ...

In this issue’s feature article, Chief Investment Strategist Scott Clemons discusses the lead-up to and aftermath of the United Kingdom’s decision to leave the European Union. He zeroes in on what’s to come in a situation full of “ifs” and ...

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 second quarter of 2016.

Kaitlin Barbour reviews The Essays of Warren Buffett: Lessons for Corporate America, a compilation of Warren Buffett’s Berkshire Hathaway shareholder letters, and discusses insights gleaned from the book related to investing, ownership and ...

Wealth Planner Ali Hutchinson looks at spousal access trusts – an estate planning strategy that may be the right fit for individuals who wish to transfer assets to others during life, but who also want to maintain access to the funds.

In this edition of InvestorView, we discuss what active investors can learn from passive investors’ success, provide an update on current market conditions and our portfolio, sit down with Clarkston Capital Partners’ CIO and examine the ...

In this issue’s feature article, Scott Clemons discusses why passive investing has succeeded, examines where the shortcomings are and opines on what active investors can learn from passive investors’ success.

Jeff Hakala – CIO at Clarkston Capital Partners, one of our third-party investment managers – discusses founding the firm, its “quality value” investment approach and the opportunity set in SMID-cap investing.

With the 2016 presidential race in full swing, Wealth Planner Brad Dillon examines a key component of many of the candidates’ platforms: tax reform.

In this edition of InvestorView, we discuss how BBH seeks to improve after-tax returns for clients, examine four tax-efficient ways to save for college and provide an update on current market conditions and our portfolio.

As college costs continue to rise, Wealth Planner Michelle Hong explores four tax-efficient methods of paying for college: direct payment, UTMA/UGMA accounts, 529 college savings plans and irrevocable trusts.