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.

In 1993, we founded Brown Advisory with a simple vision: to build an investment firm that is entirely focused on making a material and positive difference for our clients over time.

Thought•ful:

1. Absorbed in or involving thought.

/THôtfəl/

2. Showing consideration for the needs of other people.

 


(top-left to bottom-right)
Michael D. Hankin; Daily Research Meeting; Logie Fitzwilliams and Keryn Brock; Ben Griswold; Dune Thorne; Porter Schutt and Bill Dugdale.

Our mission remains the same today as when we opened our doors: to be a firm where every action we take, every investment strategy we employ, every decision we make, puts clients first. To award professionals an ownership stake in the company so that everyone sees their interests as aligned with our clients' long-term success. To be a firm that you would build for yourself, if given a blank slate. To be relevant to our clients five, 10 and 20 years from now. To be the firm to which all our clients turn and ask: What do you think I should do? In short, to be regarded by our clients as thoughtful investors.

To fulfill that mission, we have carefully cultivated a culture of putting the needs and aspirations of clients before our own.

Brown Advisory's DNA

We firmly believe that our cultural DNA distinguishes us from other firms in our industry.

OUR CULTURE:
Putting Clients First

This principle pervades everything we do, not only because it is good for business, but also because we truly care about our clients. We feel privileged to work with them, as they do impressive work: raising successful families, building leading businesses, guiding important nonprofits, overseeing pensions that help people retire well and otherwise making a difference in the world. We take personal satisfaction in helping our clients succeed. That is Brown Advisory in a nutshell.

Mutual Funds Attestation

 

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