WMC Japan Equity Fund | Brown Advisory

Investment approach

The Fund is managed by Wellington Management who oversees the investment decision making process. The Fund seeks to achieve total return by investing principally in equity securities of companies which are domiciled in or exercise the predominant part of their economic activity in Japan. The manager believes in leveraging the structural investment opportunities presented by Japanese companies with strong balance sheets, attractive valuation, and value realization potential through proactive engagement with portfolio company management teams and boards. The Fund’s approach centers on identifying companies with the potential for value creation, downside risk mitigation, and value realization.

Fund profile

The Fund employs a valuation-focused investment process designed to offer an attractive balance between upside potential and downside risk. The Fund is unconstrained and non-benchmark-oriented, with a bias towards mid to small-cap companies and high active share and an emphasis on diversified alpha sources with downside mitigation. The Fund may invest up to 20% of its net assets in securities of companies that are established or operating in countries outside of Japan.

^{Mutual fund investing involves risk. Principal loss is possible. Investments in foreign securities and ADRs entail certain risks not associated with investments in domestic securities, such as volatility of currency exchange rates, and in some cases, political and economic instability and relatively illiquid markets.}^{The Brown Advisory funds are distributed by ALPS Distributors, Inc. 1290 Broadway, Suite 1000, Denver, CO 80203. Brown Advisory Funds and ALPS are not affiliated.}
^{Total assets under management value as of 09/30/2024.}
^{Sector allocations are subject to change and should not be considered a recommendation to buy or sell any security.}
^{Click here}^{for a current prospectus. Please read and consider it carefully before investing. You may obtain a hardcopy of the prospectus by calling 1-800-540-6807.}
^{Click here}^{for index and financial term definitions.}