Equities Fixed Income Hedge Funds Private Equity, Real Estate and Energy

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 Investment Solutions Group.

Hedge Funds

Hedge Funds

The Investment Solutions Group is an investment-management team within Brown Advisory that specializes in asset allocation, manager selection, 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, the Investment Solutions Group now manages in excess of $3.4 billion for clients (data as of January 31, 2017) in a combination of managed accounts, advisory relationships and fund-of-fund offerings.

Private Equity, Real Estate and Energy

Private Equity, Real Estate and Energy

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.

For more information on private equity please click here or contact Jacob Hodes at 410-537-5315 or [email protected].

Every firm has a culture—the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA.

But the truly inspiring firms—the game-changers, the industry leaders and the disruptors—have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.


The Elements of Our Culture

Putting
Clients First

 

This principle pervades everything we do, not only because it is good for business, but also because we truly care about our clients. We feel privileged to work with them, as they do impressive work, raising successful families, building leading businesses, guiding important nonprofits, overseeing pensions that help people retire well, or otherwise making a difference in the world. We take personal satisfaction in helping our clients succeed. That is Brown Advisory in a nutshell.

Importance of
Our People

 

Every investment firm tries to attract the most qualified professionals, but we place a premium on selecting only those individuals who fit our culture while bringing specific skills to the firm. To field the best team possible, we push each other to develop new skills and expand our knowledge, and we are not afraid to challenge people to switch roles, departments or geographies. 

Working as a
Team

 

We believe that decisions are best made with input from a group and in the light of each other’s scrutiny, instead of alone and in the dark. We structure our organization and follow processes that force us to collaborate for the benefit of clients. Through the long tenures of our investment professionals, we develop the mutual trust that allows people to speak their minds freely in pursuit of insight.

Protecting Our
Equity Structure

 

We award equity to professionals at the firm, which promotes both a sense of shared purpose and the mentality of owners of the firm, as opposed to employees. We are and will remain a privately owned company, so that we can focus on meeting our clients’ needs rather than being distracted by Wall Street’s preoccupation with quarterly results.

Being an
Investment Firm First

 

As investors, first and foremost, we know that achieving compelling investment results is paramount to our success. Even the strongest client relationships will erode over time if we do not deliver the long-term performance our clients need to achieve their goals.

Our Belief in
Communication

 

To rapidly adapt to clients’ needs, we maintain a flat organizational structure, not a rigid bureaucracy. That arrangement makes it particularly important for us all to communicate effectively with each other and with clients, while maintaining the highest standards of information security and privacy protection.

Embracing
Outside Views

 

A key ingredient in making sound decisions for our clients is to surround ourselves with intelligent, experienced people—directors, outside shareholders, clients, other investors and leaders in their fields. We encourage them to question our thought process, and we learn from their experience.

The Importance of
Growth

 

We seek to grow steadily over time in order to provide the resources to better serve our clients, including a broader range of investment capabilities, a larger research team and new technology to enhance our services. To attract and retain the best people over time, we need to be a growing firm with expanding opportunities for our employees.

Being
Disruptive

 

We are not an investment bank, and we refuse to act like one. We are entrepreneurial and independent in spirit. Our instinct is to find out which way the “herd” is going and to look the other way. In our pursuit of staying relevant to clients, we are not afraid to be different.

Continuing to
Reinvest

 

To serve our clients consistently over future generations, we must continually reinvest and endeavor to build a financially strong, diversified business that will endure challenging times. Moreover, we need to adapt to a changing world by evolving our business and successfully anticipating our clients’ needs.

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