U.S. Large-Cap Growth Strategy

U.S. Large-Cap Growth Strategy

Brown Advisory’s U.S. Large-Cap Growth Equity philosophy is based on the belief that concentrated portfolios of fundamentally strong businesses should generate returns in excess of the portfolio's index and the broad market, with an acceptable level of risk.

INVESTMENT PHILOSOPHY


We seek to invest in a concentrated portfolio of proven business models where we have high conviction that the companies can produce a 14% or better earnings per-share growth rate over a full market cycle. We have an investment process and valuation discipline that seek to identify outcomes that are skewed heavily in our favor.  
 


 

MAIN AIMS

The strategy uses a bottom-up, research intensive process to build a concentrated portfolio of industry-leading growth companies.

  • Business Models 

    We believe a concentrated portfolio of growth companies with superior business models has the potential to deliver attractive risk-adjustment returns over time.

  • Performance 

    The strategy’s performance objective is to outperform the benchmark, the Russell 1000® Growth Index over a full market cycle.

  • Research Process 

    Our process is built upon fundamental analysis. We believe that attractive investment results over time are driven by rigorous and disciplined bottom-up fundamental research, as well as a sensitivity to valuation

  • Portfolio Construction 

    We create competition for our investors’ capital and fund new ideas from pre-existing names. We often refer to this as “Darwinian Capitalism.”

 

INSIGHTS