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U.S. Mid-Cap Growth UCITS Fund

We believe investors who are willing to think and act differently can achieve repeatable attractive risk-adjusted returns. We seek to systematically exploit market inefficiencies by investing in companies with durable growth, sound governance and scalable go-to-market strategies.

 

Inside the Strategy

  • We seek to invest in a portfolio of diversified, high-quality businesses with sound management teams and competitive advantages that we believe can produce above-average growth over a full market cycle.
  • We adhere to an investment process and valuation discipline that benefits from a unique investment network of venture capital, private equity and firm relationships, plus our team’s breadth of coverage of startups through small-caps and beyond.
  • 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: 50 - 80

Market-cap range: At least $1.5 bn at the time of purchase

Benchmark: Russell Midcap Growth® Index

UCITS Fund Inception Date: 3 April 2017

Strategy Inception Date: 29 Feb. 2012

Dealing: Daily

Cut-off time: 3.00pm Irish time

Settlement: T+2

Portfolio Managers: Christopher A. Berrier and George Sakellaris, CFA

Vehicle: Separately Managed Account, Mutual Fund, UCITS Fund

Publications

Portfolio Manager Q&A
In a recent conversation, Portfolio Manager George Sakellaris, CFA, took a deep dive into the unique qualities of mid-caps and explained the strategy he and Portfolio Manager Chris Berrier employ.

Learn More

Daily Funds Nav

Price Date: 19-Sep-18


Share Class ISIN Curr. Nav
BGDIE00BYPJ0V09GBP10.92
MUDIE00BFZ0X889USD10.04
CUSIE00BYW8RH53USD13.43
CGHIE00BYW8RL99GBP12.38
BGAIE00BYW8R751GBP11.93

Fund Resources

 

Click here to see all Brown Advisory investment strategy documents.

 

Please read our composite disclosure and other important firm disclosures.

More Information About Investing


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