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.

Global Leaders Fund

The Global Leaders equity strategy is a portfolio of 30-40 leading global companies that deliver exceptional customer outcomes. Via fundamental, bottom up analysis we look to identify companies that are able to take market share & compound their performance over long periods of time.

 

Inside the Strategy

  • We invest in companies that the portfolio manager believes are leaders within their industry or country, as demonstrated by an ability to deliver high relative return on invested capital over time. We believe that high returns on capital typically can be attributable to, among other things, a strong competitive position and defensible barriers to entry.
  • We use a research-intensive approach to building a concentrated portfolio of typically 40 companies.
  • Our strategy benefits from an experienced portfolio manager with success investing globally and who shares a belief that low-turnover, concentrated portfolios derived from sound fundamental research can generate attractive outperformance.

Learn more about the Global Leaders strategy through the quarterly letter and other documents featured below.


The Quarterly Letter
This quarterly letter from the managers discusses the philosophy and process behind the Global Leaders strategy.

Download Fourth Quarter 2016 Letter


Strategy Factsheet
To find strategy information and data on the team, performance, top 10 holdings and portfolio characteristics, as of December 31, 2016.

Download Strategy Factsheet


Fund Factsheet
A brief look at performance and portfolio composition as of December 31, 2016.

Download Fund Factsheet

UCITS Fund Facts

  • Number of holdings: 30-40
  • Market-cap range: >$2 billion
  • Benchmark: Russell Global Large-Cap Index
  • Inception Date: 1 May 2015
  • Dealing: Daily
  • Cut-off time: 3.00pm Irish time
  • Settlement: T+3
  • Portfolio Managers: Mick Dillon, CFA, and Bertie Thomson, CFA

UCITS Fund Documents

Separately Managed Accounts

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

Mick Dillon Lead Portfolio Manager

Mick Dillon, CFA, is the Global Leaders lead portfolio manager based in the firm’s London office. He joined Brown Advisory in 2014 from HSBC Global Asset Management in Hong Kong where he was the co-head of Asian equities. While at HSBC, he was responsible for managing a range of strategies: quality/dividend, large-cap and small-cap focused pan-Asian equity, as well as a number of country-specific strategies. Previously, he managed a global equity long/short fund for HSBC in London and was a global technology equity analyst at Arete Research early in his career.

Mick volunteers to support the Chinese International School Foundation in Hong Kong.

He graduated from the University of Melbourne, where he was awarded a Bachelor of Engineer (First Class Honours), a Bachelor of Commerce and a Bachelor of Science between 1993 and 1995.

Bertie Thomson Co-Portfolio Manager

Bertie Thomson, CFA, is the co-portfolio manager of the Global Leaders strategy. Prior to joining Brown Advisory in October 2015, Bertie spent 13 years at Aberdeen Asset Management where he was most recently a Senior Investment Manager in the Pan European equity team responsible for £6bn of client assets.

Bertie achieved his MA (Hons) in Architectural History from Edinburgh University in 2002.  

Daily Funds Nav

Price Date: 28-Mar-17


Share Class ISIN Curr. Nav
CGHIE00BYJQVP87GBP11.64
CUSIE00BVVHP670USD10.81