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.

 

Welcome

Navigating Our World (NOW) is our biennial forum for provocative inquiry and thoughtful insight into the secular trends that shape our world and influence our investment thinking. Watch and listen to the themes and topics discussed at NOW 2012, held at the Ronald Reagan building in Washington, D.C. in front of approximately 450 guests and friends.

Speaker: Michael D. Hankin, CEO, Brown Advisory

 

 

Endgame: The New Global Economy

Speaker: Glenn Hutchins, Co-Founder and Managing Director, Silver Lake; and Vice Chair, The Brookings Institution

 

 

Inventing an American Health System: A Trimtab Strategy

Speaker: Scott L. Zeger, Vice Provost for Research, Professor of Biostatistics, Johns Hopkins Bloomberg School of Public Health

 

 

Game Changer: Social Media in the Middle East

Moderator: Tim Hathaway, Brown Advisory
Panelists: Colin Kahl, Senior Fellow, Center for a New American Security; Marc Lynch, Director of the Institute for Middle East Studies at George Washington University; Sultan Sooud Al-Qassemi, Nonresident Fellow, Dubai School of Government

 

 

Global Engagement And Sustainable Prosperity

Speaker: The Honorable Jane Harman, Director, President and CEO, Woodrow Wilson International Center for Scholars

 

 

The Business of Happiness

Speaker: Ted Leonsis, Partner, Revolution Growth

 

 

Natural Security in a Resource Constrained World

Moderator: Eric Gordon, Brown Advisory
Panelists: Senator John W. Warner, Advisor, Pew Project on National Security, Energy and Climate; Phyllis Cuttino, Director, Clean Energy Program, Pew Environment Group; Vice Admiral Dennis McGinn, President, ACORE

 

 

Personalized Medicine: A New Age of Health Care

Speaker: David Ewing Duncan, author of Experimental Man: What One Man's Body Reveals About His Future, Your Health and Our Toxic World and Director of the Center for Life Science Policy at UC Berkeley

 

 

Monsoon Asia: Nexus of Global Power and Conflict

Speaker: Robert D. Kaplan, author of Monsoon: the Indian Ocean and the Future of American Power and Chief Geopolitical Analyst for STRATFOR

 

 

The Global Consumer: The True Story

Moderator: Logie Fitzwilliams, Brown Advisory
anelists: Dana Telsey, CEO and Chief Research Officer, Telsey Advisory Group; Francois-Henry Bennahmias, President and CEO, Audemars Piguet North America

 

 

An Economy That Works

Speaker: Susan Lund, Director of Research, McKinsey Global Institute

 

 

Transforming Education Today for a New World Tomorrow

Moderator: Chris Berrier, Brown Advisory
Panelists: Richard Barth, CEO, KIPP Foundation; Ron Packard, CEO and Founder, K12; Sandra Boyd, Senior Vice President, Strategic Initiatives, Achieve

 

 

The Rise of the Megacity: Challenges for Social, Medical and Environmental Health

Moderator: David Schuster, Brown Advisory
Panelists: Robert Lawrence, Director of the Johns Hopkins Center for a Livable Future; Kellogg Schwab, Director of the Johns Hopkins Global Water Program; Sean Callahan, Executive Vice President of Overseas Operations, Catholic Relief Services

 

 

What is America Thinking? Charlie Cook's Outlook on the Political Landscape

Speaker: Charlie Cook, Editor and Publisher of The Cook Political Report

 

 

Leading Toward a Science and Technology Revolution

Speaker: Freeman A. Hrabowski, III, President of UMBC

 
 

 

❮ Go back to videos

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.

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