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.

Emerging Markets Dividend Growth—Somerset Capital Mgmt.

The Emerging Markets strategy invests in a portfolio of well-capitalized, large-cap emerging market companies that have paid consistent, above-average dividends that we believe have the potential for long-term growth.

We believe that a company’s commitment to a consistent dividend policy is an important factor in assessing the corporate governance and capital management of emerging market companies. Using this approach, the strategy seeks to offer investors attractive risk-adjusted returns within an inherently volatile market.

 

Inside the Strategy

  • The strategy invests primarily in the common stock of large-cap equity securities issued by companies established or operating in emerging markets. Stock selection is driven by bottom-up, primary research. Typically, stocks are purchased with the intent of owning them for a multi-year period.
  • The strategy invests in what, in our opinion, are well-capitalized, large-cap companies that have paid consistent, above-average dividends and demonstrate the potential for long-term growth. The managers prioritize dividend growth as a factor in stock selection. They believe that stocks with consistent dividend growth have the potential to produce attractive compounded returns over time. They also believe that a company's commitment to shareholder-friendly dividend policies may be an indicator of strong corporate governance relative to the emerging market universe. Using this approach, the managers believe that the strategy offers investors the potential for attractive risk-adjusted returns within an inherently volatile market.

Mutual Fund

Please click the button below for more information on this strategy and all our mutual fund offerings.

Somerset Captial Management

The Brown Advisory Emerging Markets strategy is sub-advised by Somerset Capital Management.

For more information about our institutional offerings, please contact
Topher Fearey 410-537-5549 or cfearey@brownadvisory.com.

Mutual Funds Attestation

 

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