Fund Objective: 

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 Manager: Christopher A. Berrier

Chris Berrier is a Partner at Brown Advisory and the lead Portfolio Manager for our Small-Cap Growth strategy, including UCITS fund and US mutual fund.

Chris has been 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)

  

For further information, please email Polly Corry or call +44 203 301 8130.

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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.  

For some clients based outside the U.S., other Brown Advisory strategies may meet their needs and objectives more effectively than those referred to in this section of the website.  For information on these strategies please see U.S. Investment Capabilities.  

For information on separately managed accounts for institutions and individuals, please contact Polly Irwin at pirwin@brownadvisory.com.

This section of the website contains information about the funds of Brown Advisory Funds plc (the “Company” or the “Funds”).  The Company is authorised in Ireland as an undertaking for collective investment in transferable securities (“UCITS”).  Information in relation to the Funds is provided in the United Kingdom by Brown Advisory Limited, which is authorised and regulated by the Financial Services Authority of the United Kingdom.  The Funds are all recognised schemes under s.264 of the Financial Services and Markets Act 2000.  In the United Kingdom, any information contained in this section of the website that relates to the Funds is communicated only to, and/or directed only at persons who fall within the definitions of “professional client” or “eligible counterparty” as set out in the FSA Handbook of Rules and Guidance.  In the United Kingdom, the opportunity to invest in the Funds is only available to such persons and no other person should act or rely on the information contained in this section of the website that relates to the Funds.

The contents of this section of the website have not been prepared for the benefit of investors outside the United Kingdom.  They are not directed at any person or entity in the United States, nor are they intended for distribution or to be used by any person or entity in 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-UK investors should consider their local regulations before considering investment.

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 Fund Facts
  • Number of holdings: 40 - 60
  • Market-cap range: $250m - $5b
  • Benchmark: Russell 2000
  • Structure: UCITS IV
  • Inception date: 9 Nov 2007
  • Dealing: Daily
  • Cut-off time: 21:00 GMT
  • Settlement: T+3
 Daily Fund NAVs

NAV for Code = 8603

Price Date: 23-Oct-14

Share Class ISIN Curr. NAV
BUS IE00B0PVDJ73 USD 15.03
AUS IE00B0PVDG43 USD 14.80
BEU IE00B2NN6B28 EUR 10.89
CUS IE00B5510F71 USD 11.77