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 share a clear investment philosophy at Brown Advisory:

The best method of generating compelling performance for clients is through long-term investment in high-conviction, high-active-share portfolios based on fundamental, bottom-up research.

 

Serving Intermediaries

We make our strategies available to financial advisors and other investment professionals who share our philosophy. We provide our strategies in various investment vehicles (separately managed accounts, mutual funds, CITs, UCITS funds and subadvisory) and on various platforms (through broker-dealers, private banks, supermarkets, recordkeepers and TAMPs).

Instead of using a high-volume, wholesaling model, we focus on building long-term relationships with select professional investors. We are privileged to work with respected intermediaries around the U.S.

A Consistent Approach

Across the equity, fixed income and alternative investment strategies we manage, we believe that we have assembled the right team and investment process to generate impressive performance based on our philosophy.

Philosophy

We believe that actively managed portfolios, based on fundamental, bottom-up research and concentrated on our highest-conviction ideas, can produce above-benchmark returns over full market cycles.

Process

We use a consistent, repeatable approach for conducting research, making portfolio decisions and assessing risk vs. opportunity.

People

Our institutional strategies are managed by a highly collaborative team of experienced and talented investors, many of whom have worked together for years.

Performance

We have built a strong track record with our array of equity, fixed income and alternative solutions for institutional investors.

We have a team of dedicated professionals who are here to get you everything you need.

For more information about offerings for financial intermediaries please contact
Topher Brewer 410-537-5483 or tbrewer@brownadvisory.com