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.

 

Antony Blinken

Former Deputy Secretary of State of the United States


Antony J. Blinken has held senior foreign policy positions in two administrations over three decades.

He was confirmed by the U.S. Senate in December 2014 as Deputy Secretary of State, the nation’s number two diplomat. As Deputy Secretary, Mr. Blinken traveled to 38 countries, helping to lead diplomacy in the fight against ISIL/Daesh, the rebalance to Asia and the global refugee crisis. He also built bridges to the innovation community, creating a full-time State Department presence in Silicon Valley and the State Department Innovation Forum, which enlists technologists in solving foreign policy problems.

Before his tenure at State, Mr. Blinken served in the White House as Assistant to the President and Principal Deputy National Security Advisor to President Obama. In that capacity, he chaired the inter-agency Deputies Committee, the administration’s principal forum for formulating foreign policy. During the fi rst term of the Obama administration, he was Deputy Assistant to the President and National Security Advisor to Vice President Biden.

Mr. Blinken served for six years on Capitol Hill (2002– 2008) as Democratic staff director for the U.S. Senate Committee on Foreign Relations.

He was a member of President Clinton’s National Security Council staff at the White House (1994 to 2001). From 1999 to 2001, he was Special Assistant to the President and Senior Director for European Affairs, President Clinton’s principal advisor for relations with the countries of Europe, the European Union and NATO. From 1994 through 1998, Mr. Blinken was Special Assistant to the President and Senior Director for Speech writing and then Strategic Planning, overseeing foreign policy planning, communications and speech writing and serving as President Clinton’s chief foreign policy speechwriter.

Mr. Blinken began his government service at the State Department in 1993, where he served as Special Assistant to the Assistant Secretary of State for European and Canadian Affairs.

After leaving the Clinton administration, he held the position of Senior ellow at the Center for Strategic and International Studies between 2001 and 2002.

Prior to joining the Clinton administration, Mr. Blinken practiced law in New York and Paris. He has been a reporter for The New Republic and has written about foreign policy for numerous publications, including The New York Times, The New York Times Magazine and Foreign Affairs. He is the author of Ally Versus Ally: America, Europe, and the Siberian Pipeline Crisis (Praeger, 1987). He appeared frequently on cable and network television on behalf of the Obama administration and has spoken to audiences around the world and is currently a CNN Global Affairs Analyst and a contributing opinion writer for The New York Times about U.S. foreign policy.

Mr. Blinken attended grade school and high school in Paris, where he received a French baccalaureate degree with high honors. He is a graduate of Harvard College (magna cum laude) and Columbia Law School.

❮ Go back to the NOW London 2017 event page

 

Mutual Funds Attestation

 

You are now leaving the Brown Advisory website and entering the Brown Advisory Mutual Funds site.

The content on this site is directed at investors in the U.S. By entering this site you are confirming that you are a U.S.-based investor to whom these Funds may legally be promoted.

If you are an international-based investor please click here.

By clicking "Exit" below I indicate that I have read the above terms and do not wish to continue into this section of the web site.

By clicking "I Agree" below I indicate that I have read and accept the terms above and wish to continue into this section of the web site.