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.

To help your organization make a difference in the world, we must earn your trust.

We work hard to establish and maintain that trust. We communicate openly and with full transparency. And we try to exceed your expectations every time you need us.

 

We begin each relationship by actively listening to your concerns and needs. Then we match you with a team of Brown Advisory professionals with the specific expertise to meet your investment, advice and service needs.

While each professional may bring different specialties to the table, all of us at Brown Advisory share a powerful devotion to serving our clients and a willingness to go to any length for them. Service is about helping people, and the most talented people in the world won't satisfy clients if they don’t truly care.
 

Customized Team

A hand-picked team with the specific skills and experience necessary for your situation. Our goal is to be your first call on all investment matters.
 

Quick Resolutions

To rapidly adapt to clients' needs, we maintain a flat organizational structure, not a rigid bureaucracy. This helps us communicate effectively internally and with clients.
 

Detailed Reporting

Our clients’ reporting needs vary in frequency and content. As a result, our teams partner with your organization to meet your specific reporting needs.
 

In-person Meetings

Meetings with your organization will typically occur quarterly to discuss your portfolio, review current market conditions, and ensure progress toward your investment objectives.
 

Technology Solutions

Our TouchPoint portal lets your organization monitor portfolio status and progress 24/7. We are committed to the highest standards of security for our clients.
 

Privacy and Security Measures

We understand that privacy and confidentiality is a primary concern for many nonprofits. We have a variety of powerful information security measures in place to protect client data, but beyond that, client confidentiality is a way of life at Brown Advisory and is baked into our culture and daily endeavors.

The portal for clients to securely connect with Brown Advisory.

Login

 

 

OUR CULTURE:
Our Belief in Communication

To rapidly adapt to clients’ needs, we maintain a flat organizational structure, not a rigid bureaucracy. That arrangement makes it particularly important for us all to communicate effectively with each other and with clients, while maintaining the highest standards of information security and privacy protection.

For more information about our balanced institutional and OCIO offerings for Endowments and Foundations, please contact
Doug Godine 410-537-5585 / dgodine@brownadvisory.com

Mutual Funds Attestation

 

You are now leaving the Brown Advisory website and entering the Brown Advisory Mutual Funds site.

The content on this site is directed at investors in the U.S. By entering this site you are confirming that you are a U.S.-based investor to whom these Funds may legally be promoted.

If you are an international-based investor please click here.

By clicking "Exit" below I indicate that I have read the above terms and do not wish to continue into this section of the web site.

By clicking "I Agree" below I indicate that I have read and accept the terms above and wish to continue into this section of the web site.