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.

Life is complicated. Like many people, you may wrestle with a long list of complex issues—some directly related to your investments, others less so—that greatly affect your future.

At Brown Advisory, we offer our clients proactive strategic advice to help them make sound investment decisions over the long term. We aim to be the first call our clients make when they need to ask someone, "What do you think I should do?"

 

Strategic Advice: A Broader Perspective On Investing

Making decisions about your assets in the pursuit of ambitious goals can be challenging. How you decide to structure your estate can have lasting impacts—not just on your portfolio results, but on your family relationships and the lessons passed to your children and grandchildren. How you decide to sell a business that took generations to build may affect hundreds or even thousands of employees who depend on you.

As your investment advisor, we want to help you make sound investment decisions. Our investment team includes experts in tax, trust and estate law, and other fields that help us provide you with guidance on a wide range of issues: how to best use trusts for spousal and wealth transfers to the next generation, how to factor sustainability into your portfolio, how to realize your philanthropic goals, and many others. Many planning techniques that are available to you are relatively complex, and we aim to provide you a clear understanding of your choices. We collaborate with your attorneys, accountants and outside advisors to coordinate the decisions that will best achieve your long-term goals.

Questions Clients Ask

Estate Planning

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"My assets have grown over the years to the point that my family could face taxes in the millions. How do I protect these assets from increased taxes?"

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"My assets have grown over the years to the point that my family could face taxes in the millions. How do I protect these assets from increased taxes?"

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Asset Management

Q:

"How can my family incorporate our most important values into our long-term investment strategy?"

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"How can my family incorporate our most important values into our long-term investment strategy?"

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Life Events

Q:

"My husband passed away recently, and I am now dealing with all of our financial affairs as well as adult children with strong and differing opinions about the family's wealth. What should we do?"

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"My husband passed away recently, and I am now dealing with all of our financial affairs as well as adult children with strong and differing opinions about the family's wealth. What should we do?"

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Philanthropy

Q:

"I want to devote some assets to help my home town. I want to fund some projects now, and set up a foundation and select a board of trustees. How do we get started?"

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"I want to devote some assets to help my home town. I want to fund some projects now, and set up a foundation and select a board of trustees. How do we get started?"

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Business Planning

Q:

"The company I founded years ago just went public. The offering was successful beyond our expectations, and we find ourselves struggling to adapt to this sudden change in our lives."

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"The company I founded years ago just went public. The offering was successful beyond our expectations, and we find ourselves struggling to adapt to this sudden change in our lives."

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Cash Flow

Q:

"I have a significant percentage of my assets tied up in real estate investments and need cash for some unanticipated costs. What are my options?"

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"I have a significant percentage of my assets tied up in real estate investments and need cash for some unanticipated costs. What are my options?"

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Strategic Advisory Group

Our firm’s Strategic Advisory Group exists to help our clients make good decisions as they confront investment and financial challenges throughout their lives. Our strategic advisors bring distinctive skills in tax, trust and estate law, accounting and other areas, developed through long and successful careers advising clients. They play a direct and leading role in the firm’s most complex client relationships, offering fiduciary guidance and a unifying layer of organization for each client’s range of financial affairs. They also serve as a valuable resource for all of our clients, playing a consultative role on an as-needed basis and offering thought leadership for the entire firm on issues that affect long-term strategic planning.

Meet the Team

 

OUR CULTURE:
Working as a Team

We believe that decisions are best made with input from a group and in the light of each other’s scrutiny, instead of alone and in the dark. We structure our organization and follow processes that force us to collaborate for the benefit of clients. Through the long tenures of our investment professionals, we develop the mutual trust that allows people to speak their minds freely in pursuit of insight.

Mutual Funds Attestation

 

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