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. For a preview of the article, watch this video, featuring Chief Investment Strategist Scott Clemons.
Also in this issue, we sit 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. In addition, 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. As always, we review the markets and provide an update on our current portfolio positioning and priorities.