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.

We are devoted to thoughtful stewardship of our clients' assets in a manner which is tailored to your organizations goals and needs.

We can work with your organization in a variety of ways with a varying amount of discretion, building a diversified portfolio across asset classes or just managing one asset class.

 

Total Portfolio Management

For most organizations, we manage customized portfolios diversified across asset classes that reflect your specific needs as well as the opportunities we see in the markets. We seek to add to your portfolio return at every stage of the investment process:

Identifying Opportunities

Our Investment Solutions Group looks for dislocations in the global capital markets and produces actionable strategies to offer you.

Allocating Assets

We divide your assets into a liquidity portion for safety, a core portfolio and an opportunistic segment. We make allocation decisions for each bucket that marry your needs and our view of the opportunities in the markets.

Selecting Investments

Your dedicated portfolio manager tailors a portfolio specifically for your organization, using the investment strategies we believe fit your needs best, whether those are internally or externally managed. We construct portfolios in consultation with our clients and can meet 100% open-architecture mandates. 

Monitoring

Your client team carefully monitors your portfolio to make sure that your investments perform and meet your needs over time.

Asset Class Management

For some organizations, we manage diversified portfolios within an asset class using internal and external managers.

  1. Equity

    Low-turnover, concentrated portfolios derived from sound, bottom-up, fundamental research.

  2. Fixed Income

    Portfolios built from a foundation of stability coupled with fundamental credit research.

  3. Hedge Funds*

    Multimanager funds and customized hedge fund portfolios from our Investment Solutions Group.

  4. Private Equity, Real Estate and Energy*

    Proprietary multimanager funds and more than 100 feeder funds, and select direct investment opportunities. Learn more.

Brown Advisory Investment Strategies

See a list of all investment strategies that Brown Advisory offers.

Why Brown Advisory?

The effectiveness of investment committees meeting their organizational goals is being challenged at every angle: market volatility, complexity of assets, costs, regulation, reporting requirements, etc. The traditional way of managing plans—through quarterly meetings and backward-looking reviews—is becoming obsolete. Investment committees must transition from a reactive model to a proactive one, in which giving up discretion can actually enhance a committee’s fiduciary oversight and obligation.

Brown Advisory has a deep heritage and years of experience working with institutions to address their investment challenges, all within well-defined risk parameters and always with the understanding that their goals are paramount and their needs come first.

For more information about our balanced institutional offerings, please contact
Doug Godine at 410-537-5585

Email Doug Godine

 

 

OUR CULTURE:
Being an Investment Firm First

As investors, first and foremost, we know that delivering compelling investment results is paramount to our success. Even the strongest client relationships will erode over time if we do not deliver the long-term performance our clients need to achieve their goals.

*Investments discussed on this page are available for qualified purchasers or accredited investors only.
The value of your investments can fall as well as rise and you may get back less than you invested.