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.

Brown Advisory Opens New Office in Austin, Texas
 

Two local Austin teams join the firm to launch a community presence


AUSTIN, TX - Brown Advisory—an investment firm committed to making a material and positive difference in the lives of its clients through a combination of first-class performance, strategic advice and the highest level of service—is excited to join forces with two established Austin-based investment management teams. Together, the office will launch as a team of seven colleagues, all of whom have deep roots in the Austin community.

Brown Advisory—an investment firm committed to making a material and positive difference in the lives of clients through a combination of first-class performance, strategic advice and the highest level of service—is excited to join forces with two established Austin-based investment management teams. Together, the office will launch as a team of seven colleagues, all of whom have deep roots in the Austin community.

Blackhaw Wealth Management, founded by Ian McAbeer, CFA, in 2009 and joined by Tushar Shah, CFA, in 2014 has combined its business with Brown Advisory. Joining with Ian and Tushar are Blackhaw colleagues Sarah Richardson and Mia Karides, CPA. Erik Cohen, Jonathan Levy, and Mindy McDuffie, represent the other side of the addition, and join Brown Advisory from Oxbow Advisors.

“We believe we are creating a local investment advisory practice with unparalleled capabilities, and one that will bring significant and long-term benefit for clients. Furthermore, we think Brown Advisory now represents the only privately-owned, independent investment advisory firm in Austin with the resources and expertise to address thoughtfully the full range of client needs across investment management, strategic estate and tax planning, and multigenerational trust services,” said Ian McAbeer, partner, portfolio manager and head of Brown Advisory’s Austin office.

“Having grown up in Austin and now raising my family here, I am thrilled the seven of us will further support our community’s entrepreneurial ecosystem with a meaningful local presence. Together, we believe we are bringing a forward-thinking commitment to clients that will endure for the long term,” said Jonathan Levy, partner and portfolio manager.

Most importantly for all of the parties involved, the two groups share Brown Advisory’s DNA, have a proven dedication to placing client interests above all else, and strive to make a positive impact in the Austin community.

Ian further reflects on why the two teams chose to join forces at Brown Advisory, “we are confident that both current and future clients, many of whom are entrepreneurs, executives and professionals, will see enormous value from the combination of Brown Advisory’s global resources, and our new Austin team’s local insight and relationships.”

“Throughout our firm’s history, our clients’ success has proven to be all about the people,” said Mike Hankin, president and CEO of Brown Advisory. “When we meet good folks with similar missions and a vision for building something impactful for their clients and communities, a decision to invest in them becomes relatively easy. In this instance, not only do we believe Brown Advisory can and will be helpful to the leaders of Austin, we fully expect the Austin perspective to be helpful to our clients across the globe.”

About Brown Advisory

Brown Advisory is an independent investment firm committed to providing its clients with a combination of first-class investment performance, strategic advice, and the highest level of service. Founded in 1993 as an affiliate of Alex. Brown & Sons, a leading U.S. investment bank, Brown Advisory became independent in 1998.

Today the firm serves private clients and institutions in 34 countries from, now, eight offices globally. The firm’s colleague equity ownership, experienced investment professionals, collaborative investment process, and client-first culture help to make a material difference in the lives of its clients.

Contact

Richard Gamper, Co-Head of Messaging
410-537-5560 / [email protected]

Ian McAbeer, Portfolio Manager & Head of the Austin Office
949-269-2535 / [email protected]

Download a PDF of the Press Release

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