Future-Proofing the Investment Process

With David Schuster, Brown Advisory Small-Cap Value PM

In the 15 years he's been running the Brown Small-Cap Fundamental Value Fund, award-winning portfolio manager David Schuster has learned a lot of lessons — including how to use technology to help him stay disciplined in his process throughout a wide variety of market conditions.

David recently joined Essentia CEO Clare Flynn Levy for a live webinar to discuss his time-tested investment process, how he's incorporated a data-driven feedback loop into his decision-making, and what he's learned from decision attribution analytics.

 

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