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.

Japan Alpha Opportunities—Wellington Mgmt.

The Japanese Alpha Opportunities strategy seeks to achieve total return by investing at least 80% of the value of its net assets in equity securities of companies that are domiciled in or exercise the predominant part of their economic activity in Japan.

 

Inside the Strategy

  • The strategy seeks to exploit inefficiencies in the Japanese stock market with an actively managed strategy. Japan is the broadest equity market outside of the U.S. and has more publicly traded stocks than all European markets combined. However, sell-side research firms have greatly reduced their coverage of Japanese equities during that market’s extended decline, and today they cover less than 50% of all Japanese stocks vs. over 90% of the Russell 3000® Index. Active managers have an opportunity to exploit these inefficiencies.
  • The strategy's diversified approach has the potential to generate alpha as well as mitigate risk. Managers Kent Stahl and Gregg Thomas build a portfolio that combines several different Wellington-managed Japanese equity strategies of different investment styles. Each sleeve seeks to generate alpha in a distinct manner, while the managers are also able to seek returns and potentially manage risk through opportunistic allocation among the underlying strategies in response to market volatility.
  • The strategy is supported by Wellington Management’s global research platform. The managers draw on the research and insight of more than 550 investment professionals at Wellington Management, including more than 50 global industry analysts and more than 60 other equity research analysts. Wellington Management’s research team actively covers more than 70% of the Japanese equities market, providing ample support to the strategy’s aim to achieve its investment objective.

Portfolio Managers: Kent M. Stahl, CFA and Gregg R. Thomas, CFA

Benchmark Index: TOPIX Total Return U.S. Dollar Hedged Index

Mutual Fund

Please click the button below for more information on this strategy and all our mutual fund offerings.

Wellington Management

The Brown Advisory Japanese equities strategy is sub advised by Wellington Management.

For more information about our institutional offerings, please contact
Topher Fearey 410-537-5549 or cfearey@brownadvisory.com.

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.