4.5 • 775 Ratings
🗓️ 4 June 2024
⏱️ 51 minutes
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0:00.0 | At Jackson, we've created a digital retirement planning experience with you and mine. |
0:05.5 | Visit jackson.com to explore our easy-to-understand resources and user-friendly tools |
0:10.1 | that are designed to enable financial professionals and clients to plan a path to financial freedom. |
0:15.5 | Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan, |
0:20.5 | and Jackson National Life Insurance Company of New York. |
0:23.3 | Purchase New York. |
0:26.6 | Please stay tuned for important disclosure information at the conclusion of this episode. |
0:32.9 | Hi, and welcome to the Longview. |
0:34.6 | I'm Dan Lefkowitz, strategist for Morningstar Indexes. |
0:37.1 | And I'm Christine Ben's Director of Personalkowitz, strategist for Morningstar Indexes. |
0:41.6 | And I'm Christine Ben's director of personal finance and retirement planning for Morning Star. |
0:49.4 | Our guest this week is Keith Lee. Keith has been lead portfolio manager on the Brown Capital Management Small Company Strategy since 1992. |
0:55.0 | He and the small company team were named Morning Star's Fund Manager of the Year for domestic equity in 2015, and the mutual fund carries a Morningstar medalist rating of gold. |
0:59.0 | Keith is also a member of the board of directors and chairman of the management committee for Brown, |
1:03.0 | and he's held the positions of CEO and CIO. |
1:06.0 | He is a trustee of the Baltimore Community Foundation and active in many other Baltimore-based philanthropies. |
1:13.8 | He holds a BA and an MBA from the University of Virginia. |
1:16.4 | Keith, thanks so much for joining us on the Longview. |
1:18.1 | That's my pleasure. |
1:22.3 | So we wanted to start by asking you for some history and context. |
1:25.4 | Some of our listeners won't be too familiar with Brown Capital Management. But the firm was founded in the 80s by Eddie C. Brown, |
1:28.9 | who was the first African-American portfolio manager at T. Row Price. And I read his memoir in preparation |
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