FundForum 2012: BBH launches global analytical tool for equity managers
Brown Brothers Harriman has launched Global Portfolio Strategy, a research product offering portfolio managers a consistent analytical framework for regional, country and sector-based global equity decisions.
“This is a major expansion of our portfolio strategy platform, extending the process-driven approach that is a key characteristic of the US Portfolio Strategy to global markets,” says Robert Hughes, who joined BBH last year and heads global equity strategy research.
The foundation for his team’s research is a framework focused on earnings estimates and estimate revisions, valuations, macroeconomic data, fundamental data, and a qualitative analysis of trends in geopolitics and policy variables.
“This product complements the existing BBH research suite, adding a new perspective on regional and global sector equity allocations,” says director of equity strategy research Andrew Burkly. “Combined with our international stock-level earnings analysis, it provides another layer of tools to help portfolio managers with global equity investment decisions.”
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