Equities Fixed Income Hedge Funds Private Equity and Real Estate Sustainable Investing

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 and Real Estate

Private Equity and Real Estate

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 through our Private Equity Partners (PEP) and Real Estate Partners (REP) vehicles 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.

Sustainable Investing

Sustainable Investing Strategies

  • Multi-Manager Strategies
  • For clients seeking an open-architecture solution, we have access to several of the premier sustainable managers in the industry - all vetted by internal research.
  • Private Equity
  • Our private equity team is focused on evaluating the growing universe of private impact investments to identify standout opportunities that target various issues of particular concern to our clients. To date, we have placed assets in investments targeting a variety of impact themes such as community impact, microfinance, education technology, sustainable real estate, water initiatives and others.*
  • *Many alternative investments by regulation may only be sold to Accredited Investors (institutions with at least $5 million in assets) or Qualified Purchasers (institutions with at least $25 million in investments).

Customized Portfolios

This diverse assortment of solutions will meet many clients’ sustainability objectives; however, we understand the continued evolution of this space and seek to be able to react quickly to client needs.

For clients with unique missions, value-aligned investing programs, or who simply wish to ensure that they do not own certain controversial companies or have access to certain industries, we offer the following customized options:

Additional Screening: To the extent we have reliable data and can build rules into our compliance systems, we can add specific screens to a separate account to restrict companies (e.g. oil and gas providers) or industries (e.g. tobacco or weaponry).

Customized and Thematic Portfolios: Within a separate account, we can work together to solve for a sustainability need. From a universe of securities researched from both the bottom-up and for their ESG profile, we can assemble a custom portfolio of securities designed to meet many specific sustainable goals or outcomes.

Investment Outlook Videos

Investing to Change the World | SXSW 2017Investing to Change the World | SXSW 2017

May 4, 2017

Brown Advisory hosted the “Investing to Change the World” panel at the 2017 South by Southwest (SXSW) conference in Austin, Texas. Two of the firm’s partners were joined by leaders from the venture capital industry in a powerful and practical discussion about generating a positive impact on society through investment activity.

 

 

Global Leaders StrategyBrown Advisory Global Leaders Strategy

June 1, 2016

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.

 

 

Companies of the Future

May 28, 2015

Many innovative startups are currently valued by investors at over $1 billion, and they have not needed to seek an acquisition or a public offering to earn those valuations. How will this growing group of firms—dubbed “unicorns” for their near-mythical achievements at such young ages—change the way venture capitalists and public equity investors think about the technology sector going forward? Which businesses will become “unicorns” or even catapult to the status of a “decacorn”—private companies that are valued at more than $10 billion?

Speakers: Jacob Hodes, Co-Head of Private Equity; John Bond, CFA, Equity Research Analyst; Bill McLeod, Co-Head of Equity Markets, Stifel; Evan Morgan, Partner, Revolution Growth

 

 

2015 and Beyond

October 1, 2014

The S&P 500 Index has nearly tripled in value since its March 2009 low point. Over the past year, it has successfully weathered interest-rate jitters, slowing growth in China, geopolitical flare-ups in the Ukraine and the Middle East, and continuing U.S. government dysfunction. During periods when the market is soaring, portfolio decisions that seek to mitigate risk—asset allocation shifts, emphasis on quality in equity portfolios, adoption of hedged strategies—tend to drag on performance. We believe that managing risk is always important, particularly when the market may be approaching a peak.

Speakers: Paul Chew, Head of Investments; Karina Funk, Portfolio Manager; Kevin O'Keefe, Equity Research Analyst; Jordan Wruble, Portfolio Manager

 

 

Navigating the Current Market Environment

July 30, 2014

Members of Brown Advisory’s investment team discuss innovation as a growth driver, protecting clients from inflation and the U.S. energy revolution.

Speakers: Terri Balaran, Portfolio Manager; Chris Bartlett, Head of Private Client Investment Strategies; Jacob Hodes, Co-head of Private Equity; and Mark Kodenski, Portfolio Manager.

 

 

2014 and Beyond

January 27, 2014

Speakers: Porter Schutt, Portfolio Manager; Taylor Graff, CFA, Asset Allocation Analyst; Sid Ahl, Director of External Manager Research; Kevin O'Keefe, Equity Research Analyst

 

 

Technology

July 25, 2013

Speakers: Tim Hathaway, CFA, Co-Portfolio Manager, Small-Cap Growth; Doron Eisenberg, CFA, Senior Equity Analyst: Technology; Hutch Vernon, CFA, Co-Portfolio Manager, Flexible Equity

 

 

Is the Party Over?

July 25, 2013

Speakers: Tim Hathaway, CFA, Co-Portfolio Manager, Small-Cap Growth; Geoff Carey, CFA, Portfolio Manager; Jane Korhonen, CFA, Portfolio Manager

 

 

2013 and Beyond

March 26, 2013

Brown Advisory recaps the macroeconomic themes from the December 2012 edition of The Advisory. Listen to Paul Chew and David Schuster as they discuss the positive effect the housing market recovery has had on small-cap stocks and the merger and acquisition activity within that asset class. Paul Chew also discusses the rationale behind our recommendation to overweight emerging market stocks. Lastly, portfolio manager Mark Kodenski explains how these views affect private clients.

Speakers: Paul Chew, Head of Investments; Mark Kodenski, Private Client Portfolio Manager; David Schuster, Portfolio Manager, Small-Cap Fundamental Value

 

 

The Challenge of Cheap Oil

March 25, 2013

Tim Hathaway, CFA, Director of Research, and Eric Gordon, CFA, Senior Energy Analyst, discuss the innovative factors that have the potential to lead the United States to become the number-one oil producer in 2020. How will this affect energy stocks?

 

 

2013 and Beyond

January 28, 2013

Head of Investments Paul Chew, Senior Advisor Buck Chapoton, Private Client Portfolio Manager Jane Korhonen and Co-Portfolio Manager Tim Hathaway discuss the leading topics on many people's minds as we enter 2013, including the fiscal cliff, the sovereign debt crisis and the slowing of the Chinese manufacturing. Listen to how we are trying to help clients navigate through these topics.

 

 

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Helping Clients Navigate the World

From our flagship conference—Navigating Our World (NOW)—to our TEDxSalon and smaller roundtable discussions, we gather together with thought leaders and our clients for open discussions that yield fresh insights into investment opportunities and help us better serve our clients’ needs.

 

OUR CULTURE:
Embracing Outside Views

A key ingredient in making sound decisions for our clients is to surround ourselves with intelligent, experienced people—directors, outside shareholders, clients, other investors and leaders in their fields. We encourage them to question our thought process, and we learn from their experience.

Mutual Funds Attestation

 

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