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

  • The American SRI 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 IV Information
     Fund Supplement
    Annual Report | Interim Report
    Articles of Association
    Simplified Prospectus (IT)
     

    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
       
    • 30-35 diverse holdings
       
    • Market Cap > $2 billion

    UCITS IV Information
    About the Manager
    Monthly Fact Sheet
    Portfolio Review
    Strategy Presentation
    Dealing information
    Application form

    Prospectus | Simplified Prospectus
    Fund Supplement
    Annual Report | Interim Report
    Articles of Association
    Simplified Prospectus (IT)
     

    Separate Accounts
    Please contact us for more information.


    Archive Factsheets

     

     

     
    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
     
    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 is fixed at 40% Equity Value, 40% Equity Growth and 20% Smaller Companies.  This allocation is rebalanced quarterly. 
    • 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 IV Information
    About the Managers: Bernstein
    | Stuzin     | Berrier | Hathaway
     

    Separate Accounts

    Archive Factsheets
    About the Fund

    The Brown Advisory American SRI Fund is a core strategy that seeks to produce superior returns through a combination of proprietary Brown Advisory investment strategies, screened in adherence with specific socially responsible guidelines. 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 is fixed at 40% Equity Value, 40% Equity Growth and 20% Smaller Companies. This allocation is rebalanced quarterly. 
    • 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 IV Information
    About the Managers: Bernstein
    | Stuzin     | Berrier | Hathaway Articles of Association
    Simplified Prospectus (IT)
     

    Separate Accounts

    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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    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.
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    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.
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