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 [email protected].

Financial advisors and investment professionals rely on us as an experienced and dedicated partner.

Investment performance does not encompass the whole story of our service to clients. When you partner with Brown Advisory, our relationship management team proactively works on your behalf to leverage Brown Advisory’s resources in order to provide thoughtful investment solutions and timely reporting. The team works closely with our portfolio managers and research professionals on a daily basis to stay abreast of portfolio activity across our investment strategies.

 

Putting Clients First

Experience and Stability

Every full-time employee owns equity in the firm, which ensures that the economic interests of our clients are fully aligned with our own and promotes a sense of shared purpose. Our relationship management team takes personal satisfaction in helping our intermediary partners succeed. Many of our key account and relationship managers have extensive industry experience and long firm tenures, which have allowed them to develop close working relationships with our investment professionals and clients.

Proactive Relationship Management

We believe that in-person meetings are critical to building and maintaining strong client relationships, in addition to frequent phone calls and online communication. We are committed to delivering timely information regarding investment performance and activity, and we share investment insight on key issues that are driving our investment decisions.

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

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OUR CULTURE:
Our Belief in Communication

To rapidly adapt to clients’ needs, we maintain a flat organizational structure, not a rigid bureaucracy. That arrangement makes it particularly important for us all to communicate effectively with each other and with clients, while maintaining the highest standards of information security and privacy protection.