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.

Strategy Webcasts

Brown Advisory offers a full array of investment services to institutional clients.

Our primary goal is simple and straightforward: we are committed to producing sound risk-adjusted returns over time. Our independence from investment banking or principal trading interests allows us to challenge conventional wisdom without concern over conflict of interest.

 

Our Webcasts

  • Equity Income
  • Flexible Equity
  • Global Leaders
  • Large-Cap Growth
  • Small-Cap Fundamental Value
  • Small-Cap Growth
  • Large-Cap Sustainable Growth
  • Taxable Fixed Income
  • Tax-Exempt Fixed Income
  • Private Equity Partners Program

Please fill out the information below to obtain access to our latest webcasts. Only guests approved by Brown Advisory are permitted to access these webcasts. Any unauthorized access to or unauthorized use of the contents is strictly prohibited.

After you fill out and submit the form, a member of the Brown Advisory team will send you an email with the webcast URL. If you have any problems accessing any webcast, please contact Adam Chen at 443-873-5218 or achen@brownadvisory.com.

Our Alpha

We believe that our culture is our edge—our alpha. Over the years, we have worked to create an environment and a structure that we think help make better investment decisions. As owners of our firm, we all understand that our livelihoods depend on our clients achieving their goals.

- Ken Stuzin, CFA, Large-Cap Growth Manager

Webcast Registration


These webcasts are provided for information purposes only and do not constitute a recommendation or investment advice to buy or sell securities. No person should act or rely on the information contained in these webcasts in making investment decisions. Any subscription for shares in Brown Advisory Funds Plc (“the Company”) can only take place under the terms of the Company’s prospectus documents.

These webcasts may contain information about the opinions, strategies or products of Brown Advisory (“Brown Advisory”). In the United Kingdom, the information is provided by Brown Advisory Limited. Any information that relates to Brown Advisory, its investment process, strategy or products is communicated only to, and/or directed only at persons who fall within the definitions of “professional client” or “eligible counterparty” as set out in the FCA Handbook of Rules and Guidance.

In some countries, the distribution of information in these webcasts may be restricted: it is your responsibility to find out what those restrictions are and to observe them. Brown Advisory cannot be liable for a breach of such restrictions. Investors should consider their local regulations before considering any investment in the Company or any Brown Advisory product.

Although all information and opinions expressed in these webcasts have been obtained from sources believed to be reliable and in good faith, no representation or warranty, express or implied, is made as to their accuracy or completeness. All information and opinions as well as any prices indicated are subject to change without notice. In accordance with FCA requirements, with regard to any investments mentioned, values may fall as well as rise and exchange rates may have a similar effect. It should be noted that past performance is not an indication of future returns.

Mutual Funds Attestation

 

You are now leaving the Brown Advisory website and entering the Brown Advisory Mutual Funds site.

The content on this site is directed at investors in the U.S. By entering this site you are confirming that you are a U.S.-based investor to whom these Funds may legally be promoted.

If you are an international-based investor please click here.

By clicking "Exit" below I indicate that I have read the above terms and do not wish to continue into this section of the web site.

By clicking "I Agree" below I indicate that I have read and accept the terms above and wish to continue into this section of the web site.