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.

STROKES, SCIENCE AND VIDEO GAMES: BREAKING NEW NEUROLOGICAL GROUND IN TREATING STROKE PATIENTS

Stroke persists as a scourge even in countries with the most advanced medical care. In the U.S., one out of every five people between the ages of 55 and 75 suffers a stroke, and currently there is no option available to treat or reverse the resulting damage to the brain. A stroke occurs in the U.S. every 40 seconds, making it the leading cause of long-term disability, with 75% of patients homebound within a year.

Brown Advisory's NOW 2016 | Navigating Our World

Watch highlights from the NOW 2016 session titled, Strokes, Science and Video Games: Breaking New Neurological Ground in Treating Stroke Patients.

John Krakauer, director of the Johns Hopkins Brain, Learning, Animation and Movement (BLAM) Laboratory, has sought to revolutionize treatment of stroke patients by assembling an eclectic team: animators, computer gamers, Disney/Pixar engineers and dolphin experts from the National Aquarium in Baltimore. He centers his approach on an appreciation for the link between the brain and physical movement, and for the brain's capacity for post-injury healing. Ultimately, Krakauer leverages the human brain's "plasticity," or inherent changeability throughout a lifetime.

Clinical studies on mice provided early validation for Krakauer’s ideas. The BLAM lab found that a week after a stroke, intense training and rehabilitation could at best recover about 70% of the rodents' potential abilities.

Researchers then induced a second stroke and immediately began retraining the mice, rather than impose a one-week delay. The contrast was dramatic: Intense retraining following the stroke helped the mice regain nearly 100% of prior potential. The results affirmed Krakauer's view that the longer training is delayed, the less a stroke victim would recover in brain function. Immediate and intense training, in his view, is the best way to leverage the brain’s receptivity to healing.

Krakauer's approach defies current poststroke therapy, which usually entails two weeks in a hospital bed, in which 60% of the patient’s time is spent alone, with 85% of the time spent immobile. This treatment regimen persists even though data suggest that the brain's ability to recover atrophies four weeks after a stroke.

Brown Advisory's NOW 2016 | STROKES, SCIENCE AND VIDEO GAMES: BREAKING NEW GROUND IN TREATING STROKE PATIENTS
John Krakauer has injected a powerful dose of creativity and spirit into modern medicine since his arrival at Johns Hopkins in 2010. His Brain, Learning, Animation, Movement laboratory (BLAM! for short) seeks to “break down boundaries between the ordinarily siloed worlds of art, science and industry,” as reported in a recent New Yorker profile. He works with “Pixar-grade” designers, engineers—and yes, video game designers—to spark new insights about how stroke patients, and potentially many others, can make quantum leaps in recovery beyond what was previously thought possible.Under current techniques, rehabilitation fails to challenge the brain sufficiently in both range and intensity of movement. Much of the rehabilitation is focused on coping with the loss of brain function rather than the retraining of the brain, according to Krakauer.

As an alternative, Krakauer has created an exoskeletal robotic arm that enables stroke patients to play a video game with their arm in which they mimic the movements of a dolphin through water. The semi-autonomous computerized machine and image challenge the brain to make the movements of a multitasking, skilled animal. While the approach has yet to be tested fully in a clinical setting, Krakauer said the device has increased patients' intensity of movement by two orders of magnitude compared with current rehabilitation techniques.

Through his research, Krakauer is pushing back the boundaries on knowledge of the relationship between human movement and cognition. His findings may reshape current business models for aiding stroke patients and help advance the treatment of Alzheimer's and other neurological disorders.

 

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

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.