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U.S. EQUITY GROWTH UCITS Fund

We believe that our Large-Cap Growth strategy can produce excess risk-adjusted returns over time through a concentrated portfolio of diversified companies with above-average earnings growth purchased at attractive valuations.

 

Inside the Strategy

  • We invest in a concentrated portfolio of proven business models where we have high conviction that the companies can produce a 14% or better earnings-per-share growth rate over a full market cycle.
  • We have an investment process and valuation discipline that seek to identify outcomes that are skewed heavily in our favor.
  • Our strategy is based on a unique firm culture and philosophy, which support a shared belief that low-turnover, concentrated portfolios derived from sound fundamental research can generate attractive outperformance.
 

UCITS Fund Facts

Number of holdings: 30 - 35

Market-cap range: >$2 billion

Benchmark: Russell 1000 Growth

Inception Date: 2 Nov 2009

Dealing: Daily

Cut-off time: 3.00pm Irish time

Settlement: T+2

Portfolio Manager: Kenneth M. Stuzin, CFA

Vehicle: Separately Managed Account, Mutual Fund, UCITS Fund

 

Daily Funds Nav

Price Date: 19-Sep-18


Share Class ISIN Curr. Nav
BUSIE00B0PVD865USD34.54
AUSIE00B0PVD642USD30.00
AEUIE00B2NN6563EUR24.14
BEUIE00B2NN6670EUR32.25
BGHIE00B4MHR723GBP23.98
PEHIE00B4TVJL59EUR21.11
PUSIE00B4M05337USD21.05
BUAIE00B8FXN005USD20.83

Fund Resources

 

Click here to see all Brown Advisory investment strategy documents.

 

Please read our composite disclosure and other important firm disclosures.

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