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. SMALL CAP BLEND Fund

The U.S. Small-Cap Blend strategy aims to achieve capital appreciation through a combination of the Brown Advisory U.S. Small-Cap Growth and Brown Advisory U.S. Small-Cap Value strategies.

 

Inside the Strategy

  • The strategy consists of (1) growth stocks; companies possessing above-average growth potential and operating in markets with a dominant and/or increasing market share, and (2) value stocks; companies that demonstrate sustainable free cash flow and valuation disparities overlooked by the market. Through our disciplined, bottom-up investment process, we strive to exploit market inefficiencies in the small-cap universe.

UCITS Fund Facts

  • Number of holdings: 90-115
  • Market-cap range: $250m - $5b
  • Benchmark: Russell 2000
  • Inception Date: 8 July 2013
  • Dealing: Daily
  • Cut-off time: 3.00pm Irish time
  • Settlement: T+3
  • Portfolio Managers: Christopher A. Berrier, David Schuster and Michael Poggi, CFA

UCITS Fund Documents

Separately Managed Accounts

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

Christopher Berrier Portfolio Manager

Christopher Berrier is the portfolio manager of the Small-Cap Growth strategy. Prior to joining the firm in September 2005, he was a senior equity analyst at T. Rowe Price, covering multiple sectors with a primary focus on small- and mid-capitalization growth companies.

Education

  • Princeton University, AB (2000)
J. David Schuster Portfolio Manager

David Schuster is the portfolio manager for the Small-Cap Fundamental Value strategy. Prior to joining Brown Advisory in 2008, he was a managing director for the financial institutions mergers and acquisition advisory group of Citigroup and a managing director in the M&A practice of Lazard Freres. After graduating from college, David served as an officer in the United States Army.

Education

  • Georgetown University, BSBA (1992)
Michael Poggi Associate Portfolio Manager

Michael Poggi, CFA, is an associate portfolio manager and equity research analyst covering both the industrial and media/telecommunications sectors. 

Education

  • University of Richmond, BSBA (2003)

Daily Funds Nav

Price Date: 28-Mar-17


Share Class ISIN Curr. Nav
BUSIE00BBMT2Q16USD14.13
CUSIE00BBMT2P09USD12.94
AUSIE00BG5H9W25USD11.72
BUDIE00BMJJTV52USD12.64
AEHIE00BBMT2T47EUR12.36
BGDIE00BMJJTX76GBP10.57
BGAIE00BBMT2S30GBP9.75
BUSIE00BJ357R08USD12.39
CUSIE00BJ357S15USD12.65