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.

Speak Up. Where it Counts. Loudly.

Mike Hankin, President and CEO of Brown Advisory, is a community steward who is leading by example. To further the mission of making the Baltimore Inner Harbor swimmable and fishable, Mike has committed to swim across the harbor in 2020. Join him by filling out the sign up form at the bottom of this page.

Sign Up to Swim Across the Harbor in 2020

Brown Advisory is committed to the communities in which we work and operate and Baltimore is but one of the communities where we invest human and financial capital to help improve the lives of the citizens at large. Other regions which we make significant investment include Austin, Boston, the Carolinas, Delaware, London, New York and Washington, D.C. Corporate Social Responsibility however, is more than just community involvement and the truly inspiring firms—the game-changers, the industry leaders and the disruptors—have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms through a focus on corporate governance, ethical business behavior, environmental accountability, promoting healthy human resources and advocating for universal human rights.

 

Did You Know?

Each spring, the Healthy Harbor Report Card is released.

This report presents a summary of water quality scores and major restoration activities that took place throughout the prior year, and it monitors water health in four major water bodies: The Jones and Gwynns Falls streams, the Baltimore Harbor, and the Tidal Patapsco River.

The Healthy Harbor Report Card is produced in partnership with Blue Water Baltimore, and near-real time water quality scores can be found at HarborAlert.org.


2014 Report Card

2015 Report Card

2016 Report Card
 

Did You Know?

Mr. Trash Wheel and Professor Trash Wheel have collected 1,477,580 lbs. since May 9, 2014.

  • 594,800 Plastic Bottles
  • 688,727 Polystyrene Containers
  • 9,818,900 Cigarette Butts
  • 7,734 Glass Bottles
  • 499,587 Grocery Bags
  • 687,269 Chip Bags
 

Did You Know?

There is an oyster sanctuary in the Baltimore Inner Harbor?

We grow oysters because of their amazing ability to filter pollution out of the water. A full-grown oyster can filter up to 50 gallons of water every day! Two hundred years ago there were enough oysters to filter all of the water in the Chesapeake Bay every three days. Today it takes the remaining oysters over a year to filter the same amount of water.

 

Did You Know?

There are over 2,000 square feet of floating wetlands in and around the Baltimore Inner Harbor.

Because very few natural wetlands exist along Baltimore Harbor’s urban shorelines, man-made Floating Wetlands were built to float in the water. Inside these buoyant islands are bundles of plastic bottles that have been collected from the harbor and up-cycled to help the wetlands float.

The Floating Wetlands are colonized by crabs, mussels, and eels, while waterfowl and fish use them for refuge.

At the end of each growing season, the Floating Wetlands are harvested and composted, turning them into useful fertilizer which can be used for landscaping around the Inner Harbor.

 

 

Learn More about the Healthy Harbor Initiative

Michael D. Hankin President and CEO

Mike Hankin is a partner of Brown Advisory Incorporated where he serves as President and Chief Executive Officer. Brown Advisory is an independent investment firm committed to providing its clients with first-class investment performance, thoughtful strategic advice and the highest levels of client service. The firm was founded in 1993 as part of Alex. Brown & Sons, then one of the oldest and most-respected investment firms in the U.S. Mike has led the firm since 1998 when it became independent and largely colleague-owned. Today, Brown Advisory has offices in Austin, Baltimore, Washington, D.C., Boston, New York, Wilmington, Del., Chapel Hill, N.C. and London, and is privileged to work with clients in every state and 34 other countries. Prior to Brown Advisory, Mike worked extensively with clients as a tax and business law partner with Piper & Marbury.

Mike is deeply committed to the communities in which his family lives and the firm is based. He serves in leadership roles for a variety of non-profit organizations with a particular focus on the environment and land conservation, education and health care. As chairman of the Baltimore Waterfront Partnership and Management Authority, the public/private business tax district that is responsible for the landscaping, clean-up and safety of Baltimore's waterfront, he has challenged the City to achieve a goal of making Baltimore’s Inner Harbor swimmable and fishable by 2020. His deep respect for the importance of Johns Hopkins is evidenced by his roles as trustee of Johns Hopkins University, trustee and Vice-Chairman of Johns Hopkins Medicine and Chairman of the Board of Managers of the Applied Physics Lab. He also serves as President of Land Preservation Trust, is a trustee of the Chesapeake Conservancy and the Center for Large Landscape Conservation as well as a Director for the National Steeplechase Association.

Mike also serves on the Board of Directors of Stanley Black & Decker, Inc., as well as on the Boards of Directors of two private companies, Tate Engineering Services, Inc. and The Wills Group, Inc.

Mike earned a B.A. and M.A. from Emory University in 1979 where he graduated Summa Cum Laude and Phi Beta Kappa, and he received a J.D. from The University of Virginia School of Law in 1982.

Join Mike Hankin and Swim Across the Baltimore Inner Harbor in 2020


Shouldn’t our children feel safe playing around our harbor and streams? And shouldn’t we all feel connected to the natural habitat that surrounds us?

Waterfront Partnership’s Healthy Harbor Initiative works to restore and protect our City’s most valuable asset—the Baltimore Harbor. Millions of gallons of sewage, hundreds of tons of trash, and stormwater runoff are polluting the harbor and streams every year. These conditions are threatening the lives of the fish, crabs, turtles, birds, and river otters that are part of the harbor, and even simple contact with the water can be dangerous due to the threat of waterborne diseases.

We believe the human affinity for nature, fostered by a direct emotional connection with the marine environment, will restore the balance between our city and our bay. Through our Healthy Harbor projects, programs, and partnerships, we are educating the public about what lives beneath the surface and how we can all fight for the urban ecosystem through actions we take.

Clean water means cleaning and greening neighborhoods, and a healthy harbor equals a healthy city.

Fill out the form to commit to swim across the harbor in 2020.

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