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 jhodes@brownadvisory.com.

THE REALITY OF CLIMATE CHANGE: IMPACTS ON HEALTH, FOOD, WATER AND NATIONAL SECURITY

A change in climate caused by a buildup in greenhouse gases may bring a host of afflictions, including a reduction in crop yields and mass migration of people in several regions, according to the speakers in the NOW session titled, “The Reality of Climate Change: Impacts on Health, Food, Water and National Security.” Disruptive events triggered by climate change in countries with weak governments, fragile economies and crude infrastructure could lead to political instability and a reduction in worldwide trade, according to Sharon Burke, a senior advisor at New America. Global economic growth would slow, harming industrialized as well as developing countries.

Brown Advisory's NOW 2016 | Navigating Our World

Watch highlights from the NOW 2016 session titled, The Reality of Climate Change: Impacts on Health, Food, Water and National Security .

China holds an especially central role in global warming and efforts at regulating greenhouse gases, both at the domestic and international level, according to Kate Gordon, the vice chair of climate and sustainable urbanization at the Paulson Institute. The country’s regulatory weaknesses and counterproductive business incentives are slowing efforts outlined by China’s government to limit climate change, she said.

Beijing is currently focused on shifting the world’s No. 2 economy to be based on services and consumption rather than on industrial manufacturing and government investment. As China’s steel production declines, such industrial output may shift to emerging economies with weaker environmental regulation, Gordon said. Indeed, China’s steel output increased during the 1980s amid a decline in U.S. coal and steel production stemming in part from tougher regulation. In other words, in the absence of effective global measures to limit climate change, China’s reductions in greenhouse gases could lead to increases elsewhere.

Brown Advisory's NOW 2016 | THE REALITY OF CLIMATE CHANGE: IMPACTS ON HEALTH, FOOD, WATER AND NATIONAL SECURITY
In this session, Mark Tercek of the Nature Conservancy and Kate Gordon of the Paulson Institute address the latest findings regarding one of the defining global challenges of the 21st century. The panel will discuss the varying impacts that climate change is having today on food production, water scarcity, public health and even international military conflicts, and how those impacts are likely to evolve in the coming decades.That said, there are many reasons to be guardedly optimistic that the world may begin to curb climate change, according to Mark Tercek, president and CEO of the Nature Conservancy. This progress was evident in diplomacy leading up to an agreement by 195 countries in December to take steps limiting climate changes. Under the pact, signed in Paris, the signatories pledged to reduce reliance on fossil fuels in favor of more sustainable technologies such as wind and solar power.

The campaign against climate change should move forward simultaneously across many fronts. Stepped-up research into energy-efficient batteries could help realize the goal of sustainable transportation, Gordon said.

Tercek, while stressing the importance of protecting biodiversity and promoting sustainability in urban areas, said he sees reasons to be “cautiously encouraged about the likelihood that humanity is going to finally get its act together” and begin to slow the growth in greenhouse gas emissions.

 

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

This communication and any accompanying documents are confidential and privileged. They are intended for the sole use of the addressee. Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties


SPEAKERS

Sharon Burke
Senior Advisor, International Security Program and Resource Security Program, New America

Kate Gordon
Vice Chair, Climate and Sustainable Urbanization, Paulson Institute

Mark Tercek
President and CEO, The Nature Conservancy

Moderator: Dune Thorne
Portfolio Manager, Brown Advisory
 

Full Session - Video

Full Session - Audio

 

NOW 2016 Session Recaps and Videos

(Please click on any session title below to navigate to the recap and video page for that session.)

Welcome to the NOW 2016 Review

Innovation Physics

Reviving the American Dream: Confronting Inequality in the U.S.

Gene Editing: Empowering a Cure for Cancer and Other Medical Breakthroughs

Hope vs. Fear: Winning the Hearts and Minds of Arab Youth

Energy, Money and the New World Economy

Autonomous Systems: Ethics at the Edge of Technology

The Future of College: Is It Worth the Money?

China’s Age of Ambition

Strokes, Science and Video Games: Breaking New Neurological Ground in Treating Stroke Patients

Driverless Cars: Transforming Energy and Mobility

Putin’s World

The Reality of Climate Change: Impacts on Health, Food, Water and National Security

Taking Courage in the Face of Disruption and Rapid Change

 

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