Equities Fixed Income Hedge Funds Private Equity and Real Estate Sustainable Investing

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 and Real Estate

Private Equity and Real Estate

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 through our Private Equity Partners (PEP) and Real Estate Partners (REP) vehicles 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.

Sustainable Investing

Sustainable Investing Strategies

  • Multi-Manager Strategies
  • For clients seeking an open-architecture solution, we have access to several of the premier sustainable managers in the industry - all vetted by internal research.
  • Private Equity
  • Our private equity team is focused on evaluating the growing universe of private impact investments to identify standout opportunities that target various issues of particular concern to our clients. To date, we have placed assets in investments targeting a variety of impact themes such as community impact, microfinance, education technology, sustainable real estate, water initiatives and others.*
  • *Many alternative investments by regulation may only be sold to Accredited Investors (institutions with at least $5 million in assets) or Qualified Purchasers (institutions with at least $25 million in investments).

Customized Portfolios

This diverse assortment of solutions will meet many clients’ sustainability objectives; however, we understand the continued evolution of this space and seek to be able to react quickly to client needs.

For clients with unique missions, value-aligned investing programs, or who simply wish to ensure that they do not own certain controversial companies or have access to certain industries, we offer the following customized options:

Additional Screening: To the extent we have reliable data and can build rules into our compliance systems, we can add specific screens to a separate account to restrict companies (e.g. oil and gas providers) or industries (e.g. tobacco or weaponry).

Customized and Thematic Portfolios: Within a separate account, we can work together to solve for a sustainability need. From a universe of securities researched from both the bottom-up and for their ESG profile, we can assemble a custom portfolio of securities designed to meet many specific sustainable goals or outcomes.

Institutional Team

Equity Investment Team

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Priyanka Agnihotri Equity Research Analyst
Maneesh Bajaj Associate Portfolio Manager
Richard Bernstein Senior Advisor
Christopher Berrier Portfolio Manager
John Bond III Equity Research Analyst
John Canning Equity Research Analyst
Eric Cha Equity Research Analyst
Kenneth Coe III Equity Research Analyst
Mick Dillon Portfolio Manager
Emily Dwyer Research Analyst
Douglas Falk Equity Research Specialist
Thomas Fitzalan Howard Equity Research Analyst
Michael Foss Equity Research Analyst
Karina Funk Portfolio Manager/Head of Sustainable Investing
Eric Gordon Equity Research Analyst
Brian Graney Portfolio Manager
Timothy Hathaway Director of Equity Research
Sha Huang Equity Research Analyst
Paul Li Equity Research Analyst
Patrick Mahoney Equity Research Analyst
Daniel Mooney Equity Research Analyst
Kevin O'Keefe Equity Research Analyst
Kevin Osten Product Specialist
Adi Padva Equity Research Analyst
Sung Park Equity Research Analyst
Simon Paterson Equity Research Analyst
Michael Poggi Associate Portfolio Manager
David Powell Portfolio Manager
George Sakellaris Portfolio Manager and Equity Research Analyst
J. David Schuster Portfolio Manager
Kenneth Stuzin Portfolio Manager
Bertie Thomson Portfolio Manager
Alex Trevino Equity Research Analyst
R. Hutchings Vernon Portfolio Manager
Emily Wachtmeister Equity Research Analyst
Sheryl Zhou Equity Research Analyst

Fixed Income Investment Team

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Ty Andrews Portfolio Analyst
Tom Bandurowski Credit Analyst
Paul Corbin Portfolio Manager
James Davie Fixed Income Credit Analyst
Thomas D.D. Graff Portfolio Manager
Amy Hauter Associate Portfolio Manager
John Henry Iucker Associate Portfolio Manager
Kelly McConkey Portfolio Analyst
Joshua R. Perry Associate Portfolio Manager
Stephen Shutz Portfolio Manager
Rob Snyder Portfolio Manager
Tory Szczawinski Securitized Products Analyst
David Thompson Portfolio Manager
Jason Vlosich Associate Portfolio Manager
Lyn White Credit Analyst

Institutional Sales and Service

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Walter Beckett Institutional Sales - International
Keryn Brock Head of International Institutional Business
Gregory Caron Institutional Business Development
Trish Carroll Institutional Relationship Manager
Charlie Constable Head of U.S. Sales
Polly Corry Institutional Client Service - International
Christopher Fearey Head of U.S. Institutional Business Development
Logie Fitzwilliams Head of International Business
Mary Gregory Institutional Relationship Manager
Monica Hausner Institutional Relationship Manager
Nicole Nesbitt Head of Institutional Relationship Management
Charlie van Straubenzee Institutional Sales - International
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Our People

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