Disclosures: Medium Size, Large Opportunity: Where to Look?

Medium Size, Large Opportunity: Where to Look?


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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.

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. Past performance is not indicative of future results.

All investments involve risk. The value of the investment and the income from it will vary. There is no guarantee that the initial investment will be returned.

An investor cannot invest directly into an Index. Definitions of indices used are below.

The Russell 1000® Index measures the performance of the large-cap segment of the US equity universe. It is a subset of the Russell 3000® Index and includes approximately 1,000 of the largest securities based on a combination of their market cap and current index membership.

The Russell Midcap® Index measures the performance of the mid-cap segment of the US equity universe. The Russell Midcap® Index is a subset of the Russell 1000® Index. It includes approximately 800 of the smallest securities based on a combination of their market cap and current index membership.

The Russell 2000® Index measures the performance of the small-cap segment of the U.S. equity universe. The Russell 2000 Index is a subset of the Russell 3000 Index representing approximately 10% of the total market capitalization of that index. It includes approximately 2,000 of the smallest securities based on a combination of their market cap and current index membership.

The Russell 1000® Growth Index measures the performance of the large-cap growth segment of the US equity universe. It includes those Russell 1000® companies with higher price-to-book ratios and higher forecasted growth values.

The Russell Midcap® Growth Index measures the performance of the midcap growth segment of the US equity universe. It includes those Russell Midcap® Index companies with higher price- to-book ratios and higher forecasted growth values.

The Russell 2000® Growth Index measures the performance of the small-cap growth segment of the U.S. equity universe. It includes those Russell 2000 companies with higher price-to-value ratios and higher forecasted growth values.

The Russell 1000® Index, Russell Midcap® Index and Russell 2000® Index, Russell 1000® Growth Index, Russell Midcap® Growth Index and Russell 2000® Growth Index and Russell® are trademarks/service marks of the London Stock Exchange Group companies. London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). © LSE Group 2019. FTSE Russell is a trading name of certain of the LSE Group companies. “FTSE®” “Russell®”, “FTSE Russell®”, “ICB®”, are trademarks of the relevant LSE Group companies and are used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication

FactSet® is a registered trademark of FactSet Research Systems, Inc.

Standard Deviation is a statistic that measures the dispersion of a dataset relative to its mean. The standard deviation is calculated as the square root of variance by determining each data point’s deviation relative to the mean. If the data points are further from the mean, there is a higher deviation within the data set; thus, the more spread out the data, the higher the standard deviation.

Sharpe Ratio is a statistic developed by Nobel laureate William F. Sharpe and is used to help investors understand the return of an investment compared to its risk. The ratio is the average return earned in excess of the risk-free rate per unit of total risk (measured by standard deviation).

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Daniel Prosser

Daniel is a Senior Institutional Product Analyst at Brown Advisory. He is responsible for oversight of the firms International Fund platform including our Irish UCITS range and International Separately Managed Accounts.

Prior to joining the firm in March 2021, Daniel worked within the business development team at Garraway Capital Management where he was involved in the distribution of UCITS and AIF structures across a range of different asset classes.

Will Kneeshaw

Will Kneeshaw is an Institutional Sales Associate and part of the business development team for Brown Advisory’s international business. In this role he is responsible for building relationships and servicing clients in Europe and Asia Pacific. Prior to joining Brown Advisory in October 2020, Will worked at Citywire Financial Publishers on the sales team, servicing clients in London, Singapore and Hong Kong.

Melody Vaughn

Melody Vaughn is a private client relationship advisor at Brown Advisory. She is responsible for servicing multiple relationships including institutional and high net worth clients. Prior to joining Brown Advisory in October 2021, Melody was a vice president of operations at Lynx Investment Advisory, LLC where her primary responsibilities were servicing institutional and high net worth clients with daily operations and onboarding.

Pete Hauck

Pete is a private client relationship advisor at Brown Advisory. In his role, Pete is responsible for day to day client service across multiple private client relationships. Prior to joining Brown Advisory, Pete was a trust officer with Bank of America Private Bank (formerly US Trust).

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Miller Douglas

Miller is a alternative investments operations specialist at Brown Advisory. He is responsible for providing support to clients investing through the NextGen Venture Partners network, while also supporting the broader Private Equity client base. Prior to joining the firm, Miller worked as a Senior Growth Operations Analyst at Clutch.co, a D.C. based tech startup.

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