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.

U.S. Flexible Equity SRI Fund

The Fund aims to achieve long-term capital appreciation. The Fund uses a bottom-up, research intensive process to build a concentrated portfolio of companies with capitalisations typically greater than $2 billion at the time of purchase.

The Fund searches across a broad universe to find attractive or improving businesses at bargain prices. This flexible approach allows the Fund to capitalise on undervalued shares in attractive businesses no matter whether the stocks are statistically characterised as "value" or "growth" investments.

 

Inside the Strategy

  • The Fund seeks to buy businesses with good long-term economics and capable management on a bargain basis by: taking advantage of temporary adversity or market disfavour, identifying a significant change that may improve business prospects, and identifying an up-and-coming business early in its life and before it becomes widely recognised.
  • The Fund invests primarily in the common stock of U.S. companies with the intent of owning them for a multi-year period. The portfolio companies are screened in adherence with specific socially responsible guidelines.

UCITS Fund Facts

  • Number of holdings: 35-50
  • Market-cap range: >$2 billion
  • Benchmark: S&P 500
  • Inception Date: 23 May 2011
  • Dealing: Daily
  • Cut-off time: 3.00pm Irish time
  • Settlement: T+3
  • Portfolio Manager: R. Hutchings Vernon, CFA

SRI Guidelines

  • Adherence to UN Global Compact Principles
  • <3% turnover from adult entertainment services
  • <5% turnover from alcohol & tobacco products
  • <5% turnover from military equipment
  • 0% revenue from controversial weapons

UCITS Fund Documents

Separately Managed Accounts

Please contact Keryn Brock for more information.
Tel: +44 (0)20 3301 8136
Email: kbrock@brownadvisory.com

R. Hutchings Vernon Portfolio Manager

Hutch Vernon, CFA, is the portfolio manager for the Flexible Equity strategy. Prior to joining the firm, he was the chief investment officer and portfolio manager for Alex. Brown Investment Management. Hutch also held a portfolio manager and research analyst position with T. Rowe Price Associates, Legg Mason and Wachovia Bank.

Education

  • The University of Virginia (Phi Beta Kappa), BA (1982)

Community Involvement

  • Board Member, KIPP Baltimore

Daily Funds Nav

Price Date: 28-Mar-17


Share Class ISIN Curr. Nav
BUSIE00B4QRVY32USD16.54
AUSIE00B4W9RS95USD15.93