Sustainable Short Duration Strategy | Brown Advisory

INVESTMENT PHILOSOPHY

We believe that a portfolio of short-term fixed income securities, identified through fundamental and sustainable investment analysis, focused on core stability of principal and liquidity, has the potential to deliver attractive and stable total returns over time.

Capital Preservation and Liquidity
An investment grade, short duration bond portfolio that seeks to preserve capital, maximize liquidity and prudently improve returns. The strategy employs active management, bottom-up research and proactive portfolio positioning.
Diversification:
An actively managed strategy that seeks diversification across many investment themes, sectors, and industries, so that no single position overwhelms performance. This strategy invests across U.S. Treasury, government-related, corporate and securitized sectors.

We concentrate our team’s best ideas in a portfolio that seeks to provide alpha and manage target duration.
Sustainability:
A sustainable investment research framework that strengthens fundamental analysis helping us identify high-quality investments with lower risk that improve downside protection and align with positive sustainability outcomes.

INSIGHTS

^{Past performance is not a guarantee of future performance and you may not get back the amount invested. 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.}

^{By viewing the documents on this page, you confirm and accept that you are an institutional client and are acting on behalf of your client as their authorized advisor or are seeking information as a representative of an institution and that you have read and understood the terms on which the information is being provided.}

^{The information in this section of the website is for information purposes only and does not constitute a recommendation or investment advice to buy or sell securities.}

^{Some Brown Advisory strategies may meet your needs and objectives more effectively than those referred to in this section of the website. For more information, please contact us directly.}

^{The contents of this section of the website have not been prepared for the benefit of investors outside the United States. They are not directed at any person or entity elsewhere, nor are they intended for distribution or to be used by any person or entity outside of the United States. In some countries, the distribution of information in this section of the website may be restricted: it is your responsibility to find out what those restrictions are and to observe them. Brown Advisory cannot be liable for a breach of such restrictions. Non-U.S. investors should consider their local regulations before considering investment.}

^{Past performance is not a guarantee of future performance and you may not get back the amount invested. 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.}

^{By viewing the documents on this page, you confirm and accept that you are an institutional client and are acting on behalf of your client as their authorized advisor or are seeking information as a representative of an institution and that you have read and understood the terms on which the information is being provided.}

^{The information in this section of the website is for information purposes only and does not constitute a recommendation or investment advice to buy or sell securities.}

^{Some Brown Advisory strategies may meet your needs and objectives more effectively than those referred to in this section of the website. For more information, please contact us directly.}

^{The contents of this section of the website have not been prepared for the benefit of investors outside the United States. They are not directed at any person or entity elsewhere, nor are they intended for distribution or to be used by any person or entity outside of the United States. In some countries, the distribution of information in this section of the website may be restricted: it is your responsibility to find out what those restrictions are and to observe them. Brown Advisory cannot be liable for a breach of such restrictions. Non-U.S. investors should consider their local regulations before considering investment.}

^{Sustainable investment considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision-making. Sustainable investment analysis may not be performed for every holding in the strategy. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. The strategy seeks to identify companies that it believes may be desirable based on our analysis of sustainable investment related risks and opportunities, but investors may differ in their views. As a result, the strategy may invest in companies that do not reflect the beliefs and values of any particular investor. The strategy may also invest in companies that would otherwise be excluded from other funds that focus on sustainable investment risks. Security selection will be impacted by the combined focus on sustainable investment research assessments and fundamental research assessments including the return forecasts. The strategy incorporates data from third parties in its research process but does not make investment decisions based on third-party data alone.}