InvestorView summer issue 2026

July 29, 2026
  • Capital Partners
In this issue of InvestorView, we review the foundational beliefs of our investing approach and portfolio construction framework in the context of today’s market environment. We also discuss how investors can take advantage of volatility through tax-managed equity strategies and look at the key components of a resilient multigenerational trust.

What we believe: BBH’s principles of investing

BBH Partners Scott Clemons, Chief Investment Strategist, and Justin Reed, Chief Investment Officer, explore the fundamental beliefs that guide how we think about all aspects of investing.

Portfolio construction 2.0: Why portfolios increasingly need multiple engines of return

As traditional stock-and-bond portfolios face a more complex market environment, investors may need a broader portfolio construction framework. Partner and Chief Investment Officer (CIO) Justin Reed and Deputy CIO Ilene Spitzer explore how multiple engines of return can help improve diversification, resilience, and long-term after-tax outcomes.

Time is on your side: Harnessing volatility with tax-managed equity

Managing Director Andy Kunzweiler explains why staying invested beats timing the market – and how tax-managed equity can turn volatility into after-tax value.

Trusts: Building relationships that endure beyond legal forms

Principal Ali Hutchinson reframes trusts as living relationships, not just legal structures, emphasizing how flexibility, fiduciary choice, and communication are essential to building resilient, multigenerational plans.
Up Next
Up Next

What we believe: BBH’s principles of investing

BBH Partners Scott Clemons, Chief Investment Strategist, and Justin Reed, Chief Investment Officer, explore the fundamental beliefs that guide how we think about all aspects of investing.

Brown Brothers Harriman & Co. (“BBH”) may be used to reference the company as a whole and/or its various subsidiaries generally. This material and any products or services may be issued or provided in multiple jurisdictions by duly authorized and regulated subsidiaries. This material is for general information and reference purposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell, or a solicitation to buy securities, services or investment products. Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code, or other applicable tax regimes, or for promotion, marketing or recommendation to third parties. All information has been obtained from sources believed to be reliable, but accuracy is not guaranteed, and reliance should not be placed on the information presented. This material may not be reproduced, copied or transmitted, or any of the content disclosed to third parties, without the permission of BBH. All trademarks and service marks included are the property of BBH or their respective owners. © Brown Brothers Harriman & Co. 2026. All rights reserved. PB-09734-2026-07-14

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