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

On April 28, 2014, Brown Advisory hosted Navigating Our World (NOW), our forum for provocative inquiry into the trends that shape our world and influence our investment thinking.

The theme for NOW 2014 was Thriving in Exponential Times: The Investment Impact of Technology, Resources, and the Quest for Peace and Prosperity. We explored these topics through interactive discussions with leaders from a cross-section of organizations and disciplines. It was a privilege to “navigate the world” and share insights with such a distinguished group of experts.

Speaker: Michael D. Hankin, CEO, Brown Advisory

 

 

From Computing to the Clinic: How Big Data Is Transforming Medicine

Speakers: Raimond Winslow, Ph.D., Director, Johns Hopkins Institute for Computational Medicine, and Raj and Neera Singh Professor, Department of Biomedical Engineering, Johns Hopkins University

 

 

Demographics and the Flow of Capital

Speaker: Alan Murray, President, Pew Research Center

 

 

Faith, Fundamentalism and Economic Growth

Speakers: Hamid Kadiallah, Ph.D., Investment Manager, Wellcome Trust; Marc Lynch, Ph.D., Professor of Political Science and International Affairs, and Director, Institute for Middle East Studies, George Washington University; Dalia Mogahed, CEO, Mogahed Consulting, LLC

 

 

Cybersecurity: Just an Illusion?

Speakers: Nate Fick, CEO, Endgame, former CEO, Center for a New American Security, author, One Bullet Away; Allan Friedman, Ph.D. Research Scientist, Cybersecurity Policy Research Institute, George Washington University, author, Cybersecurity and Cyberwar: What Everyone Needs to Know; Will Ackerly, Co-founder and CTO of Virtru

 

 

Driving Sustainable Profits in a Resource-Constrained World

Speakers: Stephen Kehoe, SVP, Head of Global Financial Inclusion, Visa Inc.; Robert McNamara, Managing Director, Strategy & Sustainability, Accenture; Emilio Tenuta, Vice President, Corporate Sustainability, Ecolab; Kathrin Winkler, Chief Sustainability Officer, EMC Corporation

 

 

Beyond Leaning In: The Link Between Women’s Leadership and Business Success

Speakers: Stephanie Newby, CEO, Crimson Hexagon; Founder, Golden Seeds; Leeny Oberg, CFO, The Ritz-Carlton Hotel Company

 

 

Forces of Disruption

Speakers: Vivek Kundra, EVP, Industries, Salesforce.com; former Chief Information Officer of the United States

 

 

3D Printing: Parsing Reality from Hype

Speakers: Todd Ramsburg, Supervisor, Advanced Mechanical Fabrication Group, Johns Hopkins University Applied Physics Laboratory; Kegan Schouwenburg, Co-Founder and CEO, SOLS Systems; Michael Weinberg, Vice President, Public Knowledge

 

 

Fostering the Next Generation of Innovation

Speakers: Susan Amat, Ph.D, Founder and CEO, Venture Hive; David Blumberg, Founder and Managing Partner, Blumberg Capital; Joe Graceffa, Design Director, IDEO; Jesus Rodriguez, Ph. D., Co-Founder and CEO, KidoZen

 

 

Investing in Africa's Emerging Consumer Class

Speakers: Kofi Adjepong-Boateng, Chairman, Policy Committee, Centre for the Study of African Economies, Oxford University; Gloria Mamba, Managing Director, Global Environment Fund; Herta von Stiegel, Founder and CEO, Ariya Capital

 

 

Unlocking the Mysteries of the Blood-Brain Barrier: The Frontier of Brain Science

Speakers: Peter Searson, Ph.D., Director, Johns Hopkins Institute for NanoBioTechnology; Joseph R. & Lynn C. Reynolds Professor, Department of Materials Science and Engineering, Whiting School of Engineering, The Johns Hopkins University

 

 

The Path to Long-term Sustainable Growth in China

Speaker: Shuang Zhang, China Program Director, The Nature Conservancy

 

 

Imagining the Future: A Contrarian Thesis

Speaker: Josh Wolfe, Managing Partner, Lux Capital

 

 

War, Peace and the Future of Governance

Speakers: Peter Bergen, Director, National Security Program, New America Foundation, CNN National Security Analyst; Rosa Brooks, Senior Advisor, National Security Program, New America Foundation and Professor of Law, Georgetown University; Sascha Meinrath, Director, Open Technology Institute, New America Foundation; Thomas Ricks, Senior Advisor, National Security Program, New America Foundation; author, The Generals: American Military Command from World War II to Today; Anne-Marie Slaughter, President and CEO, New America Foundation

 

 

The Second Machine Age: Work, Progress and Prosperity in a Time of Brilliant Technologies

Speaker: Andrew McAfee, Principal Research Scientist, Center for Digital Business, MIT Sloan School of Management; Fellow, Harvard Law School, Berkman Center for Internet and Society

 
 

 

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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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