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.

 

Dame Fiona Kendrick DBE

Chairman and CEO, Nestlé U.K. and Ireland


Fiona Kendrick became Chairman and Chief Executive Officer of Nestlé U.K. and Ireland in 2012, having joined Nestlé U.K. in 1980 in the commercial area. Before joining Nestlé, she started her career in teaching.

Fiona has spent her working life with Nestlé in key strategic roles in the U.K. market as well as at the global level. In her role as Chairman and CEO, she heads up the U.K. and Ireland business which has a turnover of £2.4 billion and employs 8,000 people across 20 sites.

Prior to taking this role, Fiona was responsible for the global strategic direction of Nestlé’s coffee and beverage brands based in Nestlé headquarters in Switzerland. This role had the responsibility for setting the global direction for the Nestlé beverage brands including Nescafé. The role reported into the main Nestlé Executive Board.

Fiona has a personal passion for the youth employment and skills agenda, and is leading a number of lighthouse projects in this area both inside and outside Nestlé. She is helping to transform Nestlé U.K. and Ireland’s recruitment practices through the Nestlé Academy. The Academy brings together graduate and apprenticeship programmes, direct entry schemes and vocational training in order to deliver more flexible entry points and alternative routes to higher education for people. Fiona was a U.K. Commissioner for Employment and Skills and played a lead role in supporting the development and delivery of strategies for skills and employment across the four U.K. nations.

From January 2015 to December 2016 she was President of the Food and Drink Federation, the association that represents the U.K. food and drink manufacturing industry. She previously led the organisation’s skills and competitiveness agenda and co-chaired the U.K. Food and Drink Export Forum.

In the 2015 New Year’s Honour’s list Fiona was created Dame Commander of the British Empire for services to the food industry and support for skills and opportunities for young people. In January 2017 she was appointed to the Board of the Institute for Apprenticeships.

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