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05.08.2026

Brown Advisory Flexible Equity Strategy Q2 2026 Portfolio Activity

Taiwan Semiconductor Manufacturing traded higher during the quarter after reporting strong results and guidance ahead of consensus expectations. Intuit declined after reporting lower-than-consensus-expected growth in its DIY tax franchise, driven primarily by top-of-funnel and price-sensitive consumers. We saw a favorable risk-reward opportunity to initiate a position in Capital One Financial in a high-quality financial franchise with meaningful long-term growth potential.

05.08.2026

SCM Champs Becomes the Implementation Partner for SAP Logistics Management (LGM)

WILMINGTON, Del.--(BUSINESS WIRE)--SCM Champs expands its SAP Digital Supply Chain services as an implementation partner for SAP Logistics Management (LGM). As part of its continued commitment to help organisations manage end-to- end supply chain operations, SCM Champs now enables businesses to implement a cloud- based digital solution that integrates warehouse, transportation, and carrier collaboration in a single digital platform. Businesses that manage small- to medium-sized warehouses, sate.

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05.08.2026

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SAP SE (SAP)

Brown Advisory Flexible Equity Strategy Q2 2026 Portfolio Activity

SCM Champs Becomes the Implementation Partner for SAP Logistics Management (LGM)

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SCM Champs Becomes the Implementation Partner for SAP Logistics Management (LGM)

Brown Advisory Flexible Equity Strategy Q2 2026 Portfolio Activity

SCM Champs Becomes the Implementation Partner for SAP Logistics Management (LGM)

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SCM Champs Becomes the Implementation Partner for SAP Logistics Management (LGM)

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SAP SE (SAP)

Aksiya tahlili uchun eng kuchli vositalarga ega bo'ling

Finranks

Kompaniya

Biz bilan bog'lanish

Bizni kuzating

SAP SE (SAP)

Brown Advisory Flexible Equity Strategy Q2 2026 Portfolio Activity

SCM Champs Becomes the Implementation Partner for SAP Logistics Management (LGM)

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SCM Champs Becomes the Implementation Partner for SAP Logistics Management (LGM)

Brown Advisory Flexible Equity Strategy Q2 2026 Portfolio Activity

SCM Champs Becomes the Implementation Partner for SAP Logistics Management (LGM)

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SCM Champs Becomes the Implementation Partner for SAP Logistics Management (LGM)