Equities Fixed Income Hedge Funds Private Equity and Real Estate Sustainable Investing

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 and Real Estate

Private Equity and Real Estate

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 through our Private Equity Partners (PEP) and Real Estate Partners (REP) vehicles 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].

Sustainable Investing

Sustainable Investing Strategies

  • Multi-Manager Strategies
  • For clients seeking an open-architecture solution, we have access to several of the premier sustainable managers in the industry - all vetted by internal research.
  • Private Equity
  • Our private equity team is focused on evaluating the growing universe of private impact investments to identify standout opportunities that target various issues of particular concern to our clients. To date, we have placed assets in investments targeting a variety of impact themes such as community impact, microfinance, education technology, sustainable real estate, water initiatives and others.*
  • *Many alternative investments by regulation may only be sold to Accredited Investors (institutions with at least $5 million in assets) or Qualified Purchasers (institutions with at least $25 million in investments).

Customized Portfolios

This diverse assortment of solutions will meet many clients’ sustainability objectives; however, we understand the continued evolution of this space and seek to be able to react quickly to client needs.

For clients with unique missions, value-aligned investing programs, or who simply wish to ensure that they do not own certain controversial companies or have access to certain industries, we offer the following customized options:

Additional Screening: To the extent we have reliable data and can build rules into our compliance systems, we can add specific screens to a separate account to restrict companies (e.g. oil and gas providers) or industries (e.g. tobacco or weaponry).

Customized and Thematic Portfolios: Within a separate account, we can work together to solve for a sustainability need. From a universe of securities researched from both the bottom-up and for their ESG profile, we can assemble a custom portfolio of securities designed to meet many specific sustainable goals or outcomes.

Contact Us

Let's begin a conversation about how Brown Advisory can help you.

Select from the contact information below. If you are not sure which number to choose, please dial our main U.S. number
at 800-645-3923 or send us an email at [email protected]y.com.

AUSTIN
500 West 2nd Street
Suite 1850
Austin, TX 78701
United States
512-865-4045
Ian McAbeer
Portfolio Manager

BALTIMORE
901 South Bond Street
Suite 400
Baltimore, MD 21231
United States
410-537-5400
800-645-3923
Jack Cavanaugh
Head of Baltimore Private Client

BOSTON
100 High Street
27th Floor
Boston, MA 02110
United States
617-717-6370
Dune Thorne
Head of Client Experience

CAROLINAS
1295 Environ Way
Chapel Hill, NC 27517
United States
919-913-3800
Stuart Dorsett
Strategic Advisor

DELAWARE
5701 Kennett Pike
Suite 100
Centreville, DE 19807
United States
302-351-7600
Porter Schutt
Portfolio Manager

LONDON
6-10 Bruton Street
London
W1J 6PX
United Kingdom
+44 (0)20 3301-8130
Logie Fitzwilliams
Head of International Business

NEW YORK
12 East 49th Street
35th Floor
New York, NY 10017
United States
212-871-8550
Sid Ahl
Chief Investment Officer of Investment Solutions Group

WASHINGTON, D.C.
5404 Wisconsin Avenue
Suite 1000
Chevy Chase, MD 20815
United States
240-200-3300
866-838-6400
Brien White
Portfolio Manager

U.S. CLIENTS

Please contact Doug Godine at 410-537-5585/[email protected] to learn more about becoming a private or OCIO client.
Please contact Topher Fearey at 410-537-5549/[email protected] to learn more about becoming an institutional client.

INTERNATIONAL CLIENTS

For international clients, to invest in one of Brown Advisory's Dublin-UCITS funds, or for more information on investing on a separate account basis, please contact

Keryn Brock at +44 (0)20 3301 8136/[email protected].

INVESTMENT MANAGERS

Please contact Amar Patel at 212-871-8531/[email protected]. Please include firm name, contact information and an electronic copy of your presentation.

General Inquiries


Please fill out the form for general inquiries, more information on our investment services or if you would like someone from Brown Advisory to contact you directly.

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