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.

Since our founding in 1993 as an investment-management firm within Alex. Brown & Sons, we have asked ourselves the same question:

What do we need to do to be relevant to clients five, 10 and 20 years in the future? This is a difficult question to answer in a dynamic, fast-changing world. That said, we have a history of focusing on future client needs by making multiyear investments in our business to grow the resources and expertise we can bring to bear for clients.

 

Over 20 Years of Building Expertise

  • 1993

    Brown Advisory is founded within Alex. Brown & Sons with the mission to provide clients first-class performance, strategic advice and the highest level of service.

    Photo caption: The original Alex. Brown & Sons Building in Baltimore, Maryland

  • 1998

    Brown Advisory becomes an independent, employee-owned firm.

    Photo caption: Doug Godine, head of private client business development; Michael D. Hankin, president and CEO; Anne Bartlett, private client relationship advisor

  • 1999

    The private equity and mutual fund businesses are launched.

    Photo caption: Mark Collins, director of private equity

  • 2001

    The Washington, D.C. office opens.

    Photo caption: The Washington office's main conference room

  • 2002

    Brown Advisory recruits a talented team of client-focused financial advisors.

    Photo caption: Darcy Carroll, portfolio manager, and Bill Peck, portfolio manager

  • 2003

    The institutional business is launched.

    Photo caption: Charlie Constable, head of U.S. institutional sales and service, and Topher Fearey, new business development

  • 2007

    Beaty Haynes in Washington joins the firm, adding private client advisory and especially real estate investment expertise.

    Photo caption: Terry Beaty, portfolio manager

  • 2008

    Alex. Brown Investment Management brings Flexible Equity investment strategy. The London office opens. We host the first of our Navigating Our World (NOW) biennial client conferences.

    Photo caption: Hutch Vernon, co-portfolio manager of Flexible Equity; Logie Fitzwilliams, head of international business; and Quintin Ings-Chambers, private client portfolio manager

  • 2009

    Winslow Management in Boston joins the firm, adding expertise in sustainability-driven investing.

    Photo caption: Karina Funk, co-portfolio manager of Large-Cap Sustainable Growth

  • 2010

    Cavanaugh Capital Management joins the firm, bolstering our fixed income expertise.

    Photo caption: Jack Cavanaugh, chief operating officer of Private Client

  • 2011

    The Delaware Trust Company is chartered. The Wilmington, DE, and Chapel Hill, NC, offices open.

    Photo caption: Porter Schutt, portfolio manager and head of the Wilmington office, and Brien White, portfolio manager and head of the Chapel Hill office

  • 2012

    CDK Investment Management in New York city joins the firm, bringing hedge fund and alternative investment expertise. TouchPoint, Brown Advisory’s industry-leading client web portal is launched.

    Photo caption: Sid Ahl, director of external manager research, and the TouchPoint welcome screen

  • 2015
    Highmount Capital in New York and Boston joins the firm, expanding our ability to better serve clients. Photo caption: Steven Hoch, Senior Advisor, and Maarten van Hengel, Senior Advisor, meet with Chris Bartlett, Head of Private Client
  • 2016

    Blackhaw Wealth Management and other area professionals join the firm to form the new Austin team, improving our ability to better serve clients both in Texas and around the world.

Building Diversification

"Today, we have clients in all 50 states and more than 34 countries and territories. Our clients are well diversified and include single-strategy as well as balanced-account assignments for private clients, endowments, foundations and retirement plans. We have a U.S.-based family of mutual funds and a Dublin-based UCITS-fund structure, as well as hedged strategies and private equity funds, both onshore and offshore."

- Michael D. Hankin, President and CEO

OUR CULTURE:
The Importance of Growth

We seek to grow steadily over time in order to provide the resources to better serve our clients, including a broader range of investment capabilities, a larger research team and new technology to enhance our services. To attract and retain the best people over time, we need to be a growing firm with expanding opportunities for our employees.

Mutual Funds Attestation

 

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