Brown Advisory offers a range of proprietary equity strategies to non-US clients. These funds are supported by an equity research team of over 20 investment professionals. This team performs deep, bottom-up research on a broad universe of US stocks, using a highly collaborative investment process.

Our investment process is consistent and sustainable. Only a limited number of stocks meet our investment criteria, and these names enter the portfolios through a practice of daily research discussions, weekly statistical screens, rigorous financial modeling and, most importantly, deep fundamental research.  It is a commonsensical and opportunistic approach, in which stock selection takes precedence over sector weightings in making up the portfolios.

US Equity Strategies Available under UCITS III umbrella:
  • U.S. Equity Value Fund

  • U.S. Equity Growth Fund

  • U.S. Smaller Companies Fund

  • The American Fund
    • About the Fund

    The Brown Advisory U.S. Equity Value Fund is a concentrated strategy that invests in medium and large market capitalization companies. We use a bottom-up, research-intensive process with a rigorous valuation discipline to build a portfolio with attractive valuations and strong underlying fundamentals.
    • A diversified portfolio of mid/large-cap companies
    • 35-45 diverse holdings
    • Market Cap > $2 billion
    		 UCITS III Information
     Quarterly Letter
     
    Separate Accounts
    About the Fund

    The Brown Advisory U.S. Equity Growth Fund is a concentrated strategy that invests in medium and large market capitalization companies    .  We use a bottom-up, research intensive process to seek out companies with superior business models and long-term growth potential.

    • A diversified portfolio of mid/large-cap companies
       
    • 35-45 diverse holdings
       
    • Market Cap > $2 billion
    		 UCITS III Information
    About the Manager
    Prospectus | Supplement
     
    About the Fund

    The Brown Advisory U.S. Smaller Companies Fund is a core strategy that seeks to produce superior returns through a concentrated portfolio of small-capitalization     U.S. equity securities with above average growth, sound management and favorable competitive positioning.  Through our disciplined, bottom-up investment process, we strive to exploit market inefficiencies in the small-capitalization universe.

    • A diversified portfolio of small-cap companies
       
    • 40-60 holdings
       
    • Market Cap < $5 billion
    UCITS III Information
    About the Managers:     Berrier | Hathaway
    Monthly Fact Sheet
    Strategy Presentation
    Prospectus | Supplement
    Quarterly Letter
    Dealing information
     
    About the Fund

    The Brown Advisory American Fund is a core strategy that seeks to produce superior returns through a combination of proprietary Brown Advisory investment strategies.  The fund is sub-advised by three portfolio management teams--the Brown Advisory U.S. Equity Value Strategy, the Brown Advisory U.S. Equity Growth Strategy and the Brown Advisory U.S. Smaller Companies Strategy>. The allocation to the respective strategies will be fixed at 40% Equity Value, 40% Equity Growth and 20% Smaller Companies.  This allocation will be rebalanced quarterly. 

    Inside The Strategy:

    • Combination of Brown Advisory in-house funds 
    • Fixed allocation: 40% Equity Value, 40% Equity Growth and 20% Smaller Companies; Rebalanced quarterly
    • Access to ‘best in breed’ American companies regardless of size or style.
    		 UCITS III Information
    About the Managers: Bernstein
    | Stuzin     | Berrier | Hathaway

    Separate Accounts


    Archive Factsheets

    We pride ourselves on our approach to US equity research.  We believe that disciplined, bottom-up research is the foundation of superior investment performance. Our team consists of 18 analysts who perform deep investment research on a broad universe of stocks, while maintaining a process that is highly collaborative.

    Our investment process is consistent and sustainable. There are only a limited number of stocks that meet our investment criteria, and these names enter the portfolios through a practice of daily meetings, weekly screens, rigorous financial modeling and deep fundamental research. It is a commonsensical and opportunistic approach, in which sector weights are very much a by-product of stock selection.

    An integral part of our considered approach is the use of scenario analysis. We set upside and downside targets by modeling different financial outcomes over a two year period. Each analyst will keep their upside and downside targets updated on a rolling 6 month basis. This range (or reward/risk profile) helps determine position sizes within the fund. We look to sell stocks as they approach our upside targets and add to them if they move closer to the downside. We are not momentum investors. Through this careful method we try to eliminate as much emotion as possible from the investment process.

    Finally, a core component of our approach is the use of written research reports, which are produced in the same format for every stock. Their purpose is to ensure a consistent thought process for all companies we analyze, and they act as a vital reference tool when making investment decisions.
    For some clients based outside the U.S., other Brown Advisory strategies may meet their needs and objectives more effectively. For information on these strategies please see US Investment Strategies.

    For information on separately managed accounts please contact Polly Irwin at     pirwin@brownadvisory.com
     Core Investment Principles
    - Collaborative, team-oriented investment environment
    - In-depth fundamental research

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    		 Above-average returns created by investing in companies for the long term

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    		 Concentrated portfolio of stocks that meet our strict investment criteria

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    		 Risk mitigation through diversification of business models and economic sectors
     

     
     




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    What this means for you: When you open an account, we will ask for certain information that will assist us in verifying your identity, such as your name, address, date of birth and taxpayer identification number. In some cases, we may ask for additional documentation, such as a driver's license, passport or other form of governmental identification.

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    These Terms of Use shall be governed by and construed in accordance with the laws of the Maryland, without giving effect to any principles of conflicts of law. If you take legal action arising out of or relating to these terms and conditions, you agree to file such action only in the state or federal courts located in the City of Baltimore, and you hereby consent and submit to the personal jurisdiction of such courts for the purposes of litigating any such action. If any provision of these terms is deemed unlawful, void, or for any reason unenforceable, then that provision shall be deemed severable from these terms and shall not affect the validity and enforceability of any remaining provisions. This is the entire agreement between Brown Advisory and the user relating to the subject matter herein.

    At Brown Advisory, we believe that you deserve frank and open communication on all aspects of our relationship. In this spirit, we provide this annual summary of our policies relating to confidentiality and privacy of client information, mutual funds, conflicts of interest, trading commissions, proxy voting and Form ADV annual notice.

    CONFIDENTIALITY AND PRIVACY POLICY
    Brown Advisory takes the confidentiality of your personal information and the privacy of your account very seriously. Our commitment to safeguard your personal information goes beyond our legal obligation to process your transactions accurately and securely. Whether we serve you online, in person, on the telephone or by mail, the principles that guide the way in which we conduct business are built upon the core values of trust and integrity.
    We limit access to your personal information to only those employees with a business reason to know such information. We train and consistently remind all employees to respect client privacy and to recognize the importance of the confidentiality of such information. Those who violate our privacy policy are subject to disciplinary action. This commitment also applies to the sharing of information among Brown Advisory and its affiliates.
    We maintain physical, electronic and procedural safeguards that comply with applicable laws and regulations to protect your personal information, including various measures to protect your personal information while it is stored electronically.
    Federal law requires us to inform you that we have on record personal information about you and that we obtain such information from you directly (e.g., information you provide to us on account applications and other forms, such as your name, address, social security number, occupation, assets and income) and indirectly (e.g., information on our computer systems about your transactions with us, such as your account balance and account holdings). Any personal information you choose to provide is kept confidential and allows us to: (i) provide better and more complete investment and strategic advice; (ii) develop new services that meet additional needs you may have; and, (iii) comply with legal and regulatory requirements.
    In addition, in the normal conduct of our business, it may become necessary for us to share information relating to our clients that we have on record, as described above, with companies not affiliated with us who are under contract to perform services on our behalf. For example, we have contracted with companies to assist us in complying with anti-terrorist and anti-money laundering statutory requirements (including the identification and reporting of activities that may involve terrorist acts or money laundering activities), companies that provide clearing services, and other vendors that provide services directly related to your account relationship with us. Our agreements with these companies require that they keep your information confidential and not use such information for any unrelated purpose.

    We do not sell information about you to third parties, and we do not otherwise disclose information to third parties without your permission or unless required by law.  
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