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Equities Fixed Income Hedge Funds Private Equity, Real Estate and Oil and Gas

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 Open Architecture and Asset Allocation team.

Hedge Funds

Hedge Funds

CDK is an investment-management team within Brown Advisory that specializes in 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, CDK|Brown Advisory now manages in excess of $2 billion for clients (data as of April 1, 2015) in a combination of managed accounts, advisory relationships and fund-of-fund offerings.

 

Private Equity, Real Estate and Oil and Gas

Private Equity, Real Estate and Oil and Gas

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 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.

Direct Investments
We leverage Brown Advisory’s experience in private equity, our deep industry knowledge and our extensive professional networks to match our clients with healthy, profitable companies that are seeking outside capital.

For more information on private equity please click here or contact Jacob Hodes at 410-537-5315 or jhodes@brownadvisory.com.

Performance. Advice. Service.

Our clients expect—and deserve—a combination of strong investment returns, sound strategic advice and responsive service. Delivering these results requires knowing our clients, listening carefully, processing what we hear and tailoring an investment program to the specific objectives of each client. This is thoughtful investing.

Individuals and families who want a comprehensive investment and strategic advisory plan, tailored to their goals and preferences.

Institutional investors and investment consultants seeking a partner that can help them exceed their requirements for performance, advice and service.

By taking on the role of outsourced chief investment officer for our clients, Brown Advisory can help your organization free up its resources and focus on the business of the organization, whether that is teaching children, treating the sick or serving communities in need.

Brokerage, insurance and other financial service firms that want to offer our investment strategies to their clients.