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].

Nonprofits

A Philosophy of Service

As a firm and as a collection of individuals, we believe that we have a responsibility to give back to the communities in which we work and live. Not only does this benefit our communities, but it also makes each of us a better-rounded citizen and professional. We think that serving others through nonprofit organizations is a natural complement to our culture of serving clients.

Abundant Life Church

ACT for Alexandria (Alexandria Community Trust)

Alpha Foundation of Howard County

ALS Association–Massachusetts Chapter

Alzheimer’s Association. Greater Baltimore Chapter

American Diabetes Association

American Enterprise Institute - Enterprise Club

American Enterprise Institute, Washington, D.C.

American Heart Association

American Juvenile Arthritis Organization

American Prairie Foundation

American Red Cross

Andover Junior Football League, Inc.

Appalachian Trail Conservancy

The Arc Baltimore

Archdiocese of Baltimore

Associated Catholic Charities of Baltimore

The Associated Jewish Community

Federation of Baltimore

Athletes Serving Athletes

The Atlantic Council

Austin - Anti-Defamation League

Back on My Feet

Baltimore Animal Rescue and Care

Shelter, Inc. (BARCS)

Baltimore CFA Society

Baltimore Chamber Orchestra

Baltimore Chesapeake Bay Outward Bound School

Baltimore City Yacht Association

Baltimore Clayworks

Baltimore Community Foundation

Baltimore County Farm Bureau

Baltimore Development Corporation (BDC)

Baltimore Educational Scholarship Trust (B.E.S.T.)

Baltimore Efficiency and Economy Foundation

Baltimore Hearing and Speech Agency

Baltimore Humane Society

Baltimore Rock Opera Society

Baltimore School for the Arts

The Baltimore Shakespeare Factory

The Baltimore Station

Baltimore Symphony Orchestra

Baltimore Tree Trust

Baltimore Waterfront Partnership and Management Authority

Believe in Tomorrow Children’s Foundation

Bethel Korean Presbyterian Church

Big Brothers Big Sisters

Blue Hill Heritage Trust

B’More Clubhouse

Box of Hope

Boy Scouts of America

Boys Hope Girls Hope

Brandywine Chapter of Ducks Unlimited

Brown University Library

The Brunswick School

The Bryn Mawr School

Business Volunteers Maryland

The Cafritz Foundation–Washington, D.C.

Calvert School

Cancer Research UK

Carmelite Sisters of Baltimore

The Caroline Center

CASA of Baltimore County, Inc.

Catholic Family Foundation

CenterStage

CFA Society Baltimore

Charlotte Junior Soccer

Charlotte Latin School

Charm City Youth Lacrosse League, Inc.

Chesapeake Bay Foundation

The Chesapeake Conservancy

Chesapeake Shakespeare Company

The Children’s Chorus of Carroll County

Children’s Hospital of Philadelphia

Founders Society

The Children’s Peace Center

Children’s Scholarship Fund of Baltimore

Chinese International School Foundation

Chizuk Amuno Congregation

Christian Farmers Outreach, Inc.

Church of the Nativity

Church of the Resurrection

Civic Works

Civil War Trust

Clark Winchcole Foundation

CollegeTracks

Columbia Country Club

The Commit Foundation

The Community Foundation for Montgomery County

The Community Foundation of the National Capital Region

The Concord Coalition

Conference of Major Superiors of Men

The Conservation Fund

The Consortium of Catholic Academies

Cool Kids Campaign

The Corporation for the Relief of Widows

Council for Children’s Rights

Cristo Rey Jesuit High School

The Crossroads School

Cycle for Survival

Cystic Fibrosis Foundation

Dartmouth College

Daughters of Charity

Davidson College

DC Prep

deCordova Museum & Sculpture Park

Delaware Wild Lands

Dell Children’s Trust

Denison University

Dollar a Day

Don Bosco Cristo Rey High School

Duke University

Durham Academy

Easter Seals/UCP Horizons Foundation

Edgar B. Rouse Foundation

The Ellington Fund, Duke Ellington

School of the Arts in Washington, D.C.

Emerging Leaders United of UWCM

Emmanuel Church

Enoch Pratt Free Library

The Episcopal High School at Alexandria

Esperanza Center

Evergreen House Foundation

Fair Chance

Family & Children’s Services of Central Maryland

The Family Tree

Fellowship of Christian Athletes

First Fruits Farm, Inc.

The First Tee Baltimore

Fort Ticonderoga

Fourth Presbyterian Church

FreeState Legal Project

Friends of Clifton Mansion

Friends of Patterson Park

Friends School of Baltimore

Garrison Forest School

Greater Baltimore Medical Center (GBMC)

GBMC Healthcare

GBMC Oncology Support Services

GBMC Parents Advisory Council

George Washington University–School of Business

Georgetown Preparatory School

Georgetown Real Estate Alumni Association

Georgetown University

Get Outside And Learn Something (GOALS)

Gettysburg College

Gilman School

Goose Creek Association

Goucher College

Grace Fellowship Church

Grand National Waterfowl Association

Greater Baltimore Committee

Greater Baltimore Oyster Partnership

Green Mount Cemetery

Harford Day School

The Health Foundation

Healthy Schools Campaign

Helping Up Mission

The Henry van Straubenzee Memorial Fund

High School Home Health Care

Higher Achievement

Hockey Fights MS

Holabird Academy

Holy Trinity Brompton Church, London

HOPE Worldwide

Horizons Greater Washington

Hosanna House

The Hotchkiss School

House of Ruth Maryland

Howard County Autism Society

Human Rights Campaign

Immaculate Heart of Mary Parish

The Institute for Christian & Jewish Studies

Institute of Notre Dame Fathers Club

International Care Ministries

International Churches of Christ

International Women’s Forum

International Youth Foundation

Invest in Girls

Irvine Nature Center

Jacksonville Volunteer Fire Company

James Renwick Alliance/Renwick Museum/Smithsonian

Jemicy School

Jesuit Province Maryland

Jewish Community Investment Fund, Baltimore

Jewish Foundation of Austin and Central Texas

Jhpiego

Jobs Housing & Recovery Baltimore

Joffrey Ballet

The John Carroll School

Johns Hopkins Bayview Medical Center

Johns Hopkins Carey Business School

Johns Hopkins Heart Institute ARVD Program

Johns Hopkins Medicine

Johns Hopkins Project RESTORE, Department of Neurology

The Johns Hopkins University

Johns Hopkins University–Applied Physics Lab

Johns Hopkins University–A Woman’s Journey

Johns Hopkins University–Fundraiser for the Anne Smedinghoff Memorial Fund

Junior Achievement of Central MD

Juvenile Diabetes Foundation

Kasina Youth Foundation

Kenan-Flagler Business School at UNC Chapel Hill

Kernan Hospital Endowment Fund

KidSave

KIPP Baltimore

Lab Rescue of the LRCP, Inc.

Ladew Topiary Gardens

The Lambeth Trust

Land Preservation Trust, Inc.

The Landon School

Lawrenceville School

Layalina Productions

LET’S GO Boys and Girls

Liberty Elementary School Rec & Tech Center

LifeWorks

Lincoln Nursery School

Living Classrooms Foundation

The Living Legacy Foundation

Lockhart Vaughn Foundation

Longwood Gardens

Loyola University

The Ludgrove School Foundation

Lutherville-Timonium Recreation Council (LTRC)

The Madeira School

Maine Coast Heritage Trust

The March of Dimes

Mario St. George Boiardi Foundation

Martha’s Meals

The Maryland Historical Society

Maryland Humanities Council

Maryland State Beekeepers Association

Maryland State Golf Association

The Maryland Zoological Society

MarylandCAN

Massachusetts Technology Transfer Center

McDonogh School

Medstar Health

Medstar Union Memorial Hospital

Memorial Sloan Kettering Cancer Center

Mercy Health Systems

Mercy Medical Center

Methodist Home for Children

Michigan State University Alumni Association

Milton Academy

Montgomery Botanical Center

Montgomery County Historical

Preservation Society

Morehead-Cain Campaign

Leadership Committee of the University of North Carolina

Mosby Heritage Area Association

Mother Seton Academy

Mount Vernon Place Conservancy

Mount Washington Pediatric Hospital

Mountain Gorilla Veterinary Project

Mt. Olivet United Methodist Church

Municipal Bond Club of Baltimore

Music of the Baroque

Nathan Hummel Memorial Fund–St. Louis, MO

National Aquarium

National Audubon Society

National Multiple Sclerosis Society

National Rehabilitation Hospital

National Sporting Library & Museum

The Nature Conservancy

Nemours/Alfred I. duPont Hospital for Children

New Philanthropy Capital

NextGen

North Carolina Bar Association

North Carolina Community Foundation

North Harford Road Community Association

Notre Dame of Maryland University

Notre Dame Preparatory School

Oatlands of the National Trust for Historic Preservation

One Love Foundation

Open Space Council for the State of Delaware

Our Daily Bread

The Oyster Gardening Program for the Healthy Harbor Initiative

PACT: Helping Children with Special

Needs (Affiliate of the Kennedy Kreiger Institute)

Palazzo at Park Center

Pancreatic Cancer Action Network

Parents and Children Together, Inc.

Parks & People

Partnership for Animal Welfare (PAW)

Passano Foundation

Pathfinders

Paul’s Place, Inc.

Pennsylvania National Horse Show Foundation

Pets on Wheels–Central Maryland

Pickersgill Retirement Community

Piedmont Environmental Council

The Pingry School

Planned Parenthood League of Massachusetts (PPLM)

The Potomac School

Preservation Maryland

Princeton University

Pro Bono Resource Center of Maryland

Professional Association of Investment Communications Resources (PAICR)

Providence Volunteer Fire Company

The Queen’s Club, London

Rauch Foundation

The Ravens Roost

Recycled Love

Robert Garrett Fund for Pediatric Surgery

Roca Inc.

Roland Park Civic League

Roland Park Community Foundation

Roland Park Country School

Ronald McDonald House Charities

Rude Mechanicals Theatre Collective

Sakonnet Preservation Association

Save the Children UK

SEED School of Maryland

Service Corporation of Westover Hills

Sibley Memorial Hospital Foundation

Sinai Hospital

Sisters’ Academy of Baltimore

Social Enterprise Alliance

St. Elizabeth School

St. Francis Xavier

St. Giles Christian Mission

St. Ignatius Loyola Academy

St. James Academy

St. John’s Church (Westminster, MD)

St. John’s Church Western Run

St. Joseph’s University

St. Jude Children’s Hospital

St. Mark Catholic Church

St. Martins-in-the-Field Episcopal Church

St. Mary’s Arlington

St. Mary’s Seminary & University

St. Michael’s School and Nursery

St. Patrick’s Episcopal Day School

St. Paul’s Lutheran Church (Glen Burnie)

St. Paul’s Place

St. Paul’s School for Girls

St. Thomas Episcopal Church

St. Thomas More Catholic Church

Stand Tall and Reach for the S.T.A.R.S., Inc.

Stella Maris Hospice

Stephen M. Long Memorial Foundation

Stroud Water Research Center

Suburban Orthodox Congregation

Suffield Academy

Sustainable Food Center

The Supreme Court Historical Society

The Taft School

Teach for America, DC Region

The Tennis and Rackets Association

Thomas Wilson Fund for the Children of Baltimore City

Thoroughbred Retirement Foundation

Thread

TLC Lacrosse

Towson University Foundation

Trust for the National Mall

Tudor Place

Tufts University

The Ulman Cancer Fund

Union Memorial Hospital

The U.S. Lacrosse Foundation, Inc.

United Way

University of Baltimore Foundation

University of Baltimore Merrick School of Business Dean’s Business Advisory Council

University of Maryland Foundation

University of Maryland Francis King Carey School of Law Alumni Board

University of Maryland Medical Center

University of Maryland Rehabilitation & Orthopaedic Institute

University of Miami

University of New Hampshire

University of Pennsylvania

University of Richmond

University of Virginia

University of Virginia Alumni Association

University of Virginia Jefferson Scholars Foundation

Urban Land Institute

Valley Planning

Vassar College

Village Learning Place

Virginia Morris Kincaid Foundation

Virginia Tech

Virginia Tech Alumni Board

Virginia Tech M.A.R.E. Center

W.P. Carey Foundation

Walter McCammon Educational Trust

Walters Art Museum

Washington and Lee University

Washington College

Washington Jesuit Academy

Washington Wine Academy

Waterfront Partnership of Baltimore

Watershed Stewards Academy

Wellington College

Wesleyan University

Western Reserve Academy

Westminster Rescue Mission, Inc.

The Wexner Foundation

Wide Angle Youth Media

William Wilberforce Trust

WINNERS Lacrosse

Women’s Hospital Foundation

Woodbourne Center/Nexus Family of Treatment Programs in Baltimore City

Woodrow Wilson Presidential Library

Woolee Baptist Church

World Relief

Wounded Warrior Project

WYPR

Yellow Ribbons United

York County Parks Charitable Foundation

Young Mariners National Foundation

Young Partners in Excellence

Mutual Funds Attestation

 

You are now leaving the Brown Advisory website and entering the Brown Advisory Mutual Funds site.

The content on this site is directed at investors in the U.S. By entering this site you are confirming that you are a U.S.-based investor to whom these Funds may legally be promoted.

If you are an international-based investor please click here.

By clicking "Exit" below I indicate that I have read the above terms and do not wish to continue into this section of the web site.

By clicking "I Agree" below I indicate that I have read and accept the terms above and wish to continue into this section of the web site.