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.

You invest to accomplish specific goals, not to beat a stock index. We build your portfolio the same way, to make achieving your goals the benchmark.

Whether we are managing your entire portfolio, a single asset class or a single strategy, we aim to provide you with a thoughtfully constructed solution, based on a comprehensive assessment of your circumstances and needs.

 

Total Portfolio Management

When we manage your entire portfolio, we do so in a way that looks at your needs—your short-term considerations as well as your long-term goals. We seek to add value at every stage of the investment process. We begin with a comprehensive assessment of your needs to determine the baseline for our recommendations. From there, we build you a fully customized portfolio that can draw from a number of externally selected and internally managed investment solutions. We structure your portfolio to weather a wide range of risks.

Identifying Opportunities

Our Investment Solutions Group looks for dislocations in the global capital markets and produces actionable strategies for your portfolio in an effort to take advantage of those opportunities.

Allocating Assets

We use our three-bucket approach to divide your assets into a liquidity portion for safety, a core portfolio for long-term investment and an opportunistic segment for boosting shorter-term gains. This approach gives clients the confidence that their immediate cash needs will be met, while still committing to a long-term investment program. We make allocation decisions for each bucket that marry your needs with our view of the opportunities.

Selecting Investments

Your dedicated portfolio manager tailors a portfolio specifically for you, using the investment strategies that best fit your needs, whether those are internally or externally managed.

Monitoring

Your client team carefully monitors your portfolio to help you meet your short- and long-term goals.

 

Asset Class Advice

For some clients we manage diversified portfolios that cover a distinct asset class, using a combination of internal and external managers selected to hit specific performance targets.

  1. Equity

    Low-turnover, concentrated portfolios derived from sound, bottom-up, fundamental research.

  2. Fixed Income

    Portfolios built from a foundation of stability coupled with fundamental credit research.

  3. Hedge Funds*

    Multimanager funds and customized hedge fund portfolios from our Investment Solutions Group.

  4. Private Equity, Real Estate and Energy*

    Proprietary multimanager funds, more than 100 feeder funds as well as select direct investment opportunities. Learn more.

 

Brown Advisory Investment Strategies

See a list of all investment strategies that Brown Advisory offers.

Investment Solutions Group

Many investment firms view asset allocation and manager selection as separate, but we believe that the two endeavors are inextricably linked. Uncovering investment solutions and opportunities are only helpful to clients if we also identify the specific manager to capitalize on each opportunity. Therefore, we turn to a single team of investment experts within the firm to provide asset allocation guidance based on the specific opportunities they see and to help us identify investment managers around the world that best target those opportunities.

Meet the Team

 

OUR CULTURE:
Being an Investment Firm First

As investors, first and foremost, we know that achieving compelling investment results is paramount to our success. Even the strongest client relationships will erode over time if we do not deliver the long-term performance our clients need to achieve their goals.

*Investments discussed on this page are available for qualified purchasers or accredited investors only.
The value of your investments can fall as well as rise and you may get back less than you invested.