Equities Fixed Income Hedge Funds Private Equity, Real Estate and Energy

Equities

We follow a philosophy that low-turnover, concentrated portfolios derived from sound bottom-up fundamental research provide an opportunity for attractive performance results over time. We have a culture and firm equity ownership structure that help us attract and retain professionals who share those beliefs, and we follow a repeatable investment process that helps us stay true to our philosophy.

We construct balanced portfolios for private clients, nonprofits and institutions depending on the needs of the client. We can be 100% open architecture, using third-party managers only, or we can put together a mix of internal and external strategies, whatever is in the client's best interest.

Fixed Income

We follow a philosophy that fixed income strategies built from a foundation of stability coupled with fundamental credit research can seek to generate alpha and control risk. We have a culture and firm equity ownership structure that attract and retain professionals who share those beliefs, and we follow a repeatable investment process that helps us stay true to our philosophy.

We construct balanced portfolios for private clients, nonprofits and institutions depending on the needs of the client. We can be 100% open architecture, using third-party managers only, or we can put together a mix of internal and external strategies, whatever is in the client's best interest. Meet the Investment Solutions Group.

Hedge Funds

Hedge Funds

The Investment Solutions Group is an investment-management team within Brown Advisory that specializes in asset allocation, manager selection, hedge funds and other alternative investment strategies. Dedicated to open-architecture solutions, our team has established a strong track record of identifying high-quality, third-party investment managers across the hedge fund, long-only and private equity universes. We leverage this expertise to help clients assemble portfolios that we believe best fit their needs and goals, offering clients a range of solutions from complete portfolio management to fulfillment of specific hedge-fund and alternative-asset mandates.

Founded in June 2002, the Investment Solutions Group now manages in excess of $3.4 billion for clients (data as of January 31, 2017) in a combination of managed accounts, advisory relationships and fund-of-fund offerings.

Private Equity, Real Estate and Energy

Private Equity, Real Estate and Energy

Brown Advisory has incorporated private equity and real estate investments in client portfolios since our founding. Today, we can provide that exposure in three distinct ways.

Feeder Funds and Multimanager Funds
We introduce clients to investment opportunities in early- and late-stage venture capital and buyout funds, as well as select real estate funds. We also construct these feeder funds into multimanager funds to make private equity investing as easy as possible for our clients.

Customized Private Equity Portfolios
For most clients, private equity is one component of a balanced portfolio that we manage. Other clients, however, come to us specifically for custom-built private equity and real estate portfolios.

For more information on private equity please click here or contact Jacob Hodes at 410-537-5315 or jhodes@brownadvisory.com.

Customized Private Equity Portfolios

For most clients, private equity is one component of a balanced portfolio that we manage. Other clients, however, come to us specifically for custom-built private equity solutions that leverage our fund and direct investment capabilities. We work with high-net-worth individuals, families and institutions to access and analyze high-quality opportunities. We believe that private equity is an important asset class that can drive portfolio performance.

 

PRIVATE EQUITY ADVISORY PROCESS

  1. Investment Objectives

    We help clients articulate their risk and liquidity tolerances, as well as their unique investment preferences, and we use that information to create portfolios that seek to maximize long-term returns in line with each client's specific goals.

  2. Asset Allocation

    We create bespoke asset allocations for each client that emphasize a long-term orientation and the use of tactical allocations to capture special situations and opportunities resulting from dislocations.

  3. Portfolio Construction

    We invest clients' assets to create portfolios of strategies, funds managed by third-party investment managers and direct investments, depending on specific preferences. We seek to construct concentrated portfolios of our best ideas, and we prefer to invest with a select group of managers that we follow closely. We believe that there are a small number of high quality managers with whom we want to invest, and we will be patient to gain the opportunity to access these managers. We emphasize efficient diversification, seeking out managers with differing portfolios, strategies or niche focuses to help moderate volatility and downside without overly diluting returns.

  4. Service and Reporting

    We have in-house capabilities to assist clients with all aspects of client service, including reporting, administration, tax and cash management. We seek to provide the personal attention and responsiveness that each client demands.

Private Equity Team

Brown Advisory has incorporated private equity investments in client portfolios since our founding. Today, our team of dedicated professionals seeks to identify the most compelling opportunities to offer our clients.

Meet the Team

 

OUR CULTURE:
Being an Investment Firm First

As investors, first and foremost, we know that delivering compelling investment results is paramount to our success. Even the strongest client relationships will erode over time if we do not deliver the long-term performance our clients need to achieve their goals.

*Investments discussed on this page are available for qualified purchasers or accredited investors only.
The value of your investments can fall as well as rise and you may get back less than you invested.