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Brown Advisory - U.S.
Equities Fixed Income Hedge Funds Private Equity, Real Estate and Oil and Gas

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 Open Architecture and Asset Allocation team.

Hedge Funds

Hedge Funds

CDK is an investment-management team within Brown Advisory that specializes in 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, CDK|Brown Advisory now manages in excess of $2 billion for clients (data as of April 1, 2015) in a combination of managed accounts, advisory relationships and fund-of-fund offerings.

 

Private Equity, Real Estate and Oil and Gas

Private Equity, Real Estate and Oil and Gas

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.

Direct Investments
We leverage Brown Advisory’s experience in private equity, our deep industry knowledge and our extensive professional networks to match our clients with healthy, profitable companies that are seeking outside capital.

For more information on private equity please click here or contact Jacob Hodes at 410-537-5315 or jhodes@brownadvisory.com.

At Brown Advisory, every ounce of value that we deliver to our clients is the result of the talent and hard work of our employees. Our people ARE Brown Advisory.

We invite you to start getting to know our leaders and the people who work directly with our clients.

If you are interested in career opportunities at Brown Advisory, please visit our Careers section.

 

Private Client Team

We draw on the particular expertise of our professionals from across the firm to assemble customized teams of portfolio managers, strategic advisors and administrators to serve the specific needs each client.

 

Institutional Team

Our highly collaborative team of over 40 portfolio managers, research analysts and other investment professionals manages our array of equity and fixed income strategies.

 

Intermediaries Sales and Service Team

We have a team of dedicated professionals committed to servicing your needs regarding our investment strategies.

 

Board of Directors

Our independent board of directors help us expand our network, as well as providing invaluable insight and challenging our views. 

 

Leadership

We are privileged to have a number of committed, experienced leaders of Brown Advisory—and we work hard to develop other emerging leaders throughout the firm through our mentoring program and willingness to challenge our colleagues to switch roles, departments or geographies.

Employee of the Year Darin Lang, business strategy analyst

Every year the firm asks all employees to nominate one of their peers to be the Employee of the Year and therefore winner of the Hopkins Cup, which is named after Brown Advisory’s first president and chief executive officer, David Hopkins.

The winner for 2014 is Darin Lang. As one of your colleagues put it, "his willingness to help others is unmatched." Congratulations, and thank you, Darin!

 

OUR CULTURE:
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 reluctant to challenge people to switch roles, departments or geographies.