The Fund aims to achieve capital appreciation by investing in a concentrated portfolio of small-cap U.S. equities of above average growth, sound management, and favourable competitive positioning. Through our disciplined, bottom-up investment process, we strive to exploit market inefficiencies in the small-cap universe.
The Fund focuses on careful analysis of business fundamentals relative to the price of the security. The goal is to identify differentiated companies where it is possible to form a non-consensus view.
The Fund invests primarily in the common stock of U.S. companies with the intent of owning them for a multi-year period.
Portfolio Managers: Christopher A. Berrier & Timothy W. Hathaway, CFA
Chris Berrier is a Partner at Brown Advisory and responsible for co-managing our Small-Cap Growth strategy, including UCITS fund and US mutual fund.
Chris has been the co-portfolio manager since joining Brown Advisory in 2005. He has over 12 years of investment industry experience. Previously, Chris was a senior equity analyst at T. Rowe Price, covering multiple sectors with a primary focus on small- and mid-capitalisation growth companies.
Education: Princeton University, A.B. (2000)
Tim Hathaway is a Partner at Brown Advisory and responsible for co-managing our Small-Cap Growth strategy, including UCITS fund and U.S. mutual fund.
Tim joined Brown Advisory in 1995 and and has over 18 years of investment industry experience. Prior to co-managing the strategy, he was a research analyst responsible for the Consumer Discretionary and Energy sectors.
Education: Randolph Macon College, B.A. (1993); Loyola College, M.B.A. (2001)
For further information, please email Polly Corry or call +44 203 301 8130.