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].

U.S. SMALLER COMPANIES UCITS FUND

We believe that our Small-Cap Growth Equity strategy can produce excess risk-adjusted returns through a concentrated portfolio of diversified companies with above-average earnings growth purchased at attractive valuations.

 

Inside the Strategy

  • We seek to invest in a portfolio of diversified, high-quality businesses with sound management teams and competitive advantages that we believe can produce above-average growth rate over a full market cycle.
  • We adhere to an investment process and valuation discipline that benefits from a unique investment network of venture capital, private equity and firm relationships, which gives us a potential informational advantage.
  • Our strategy is based on a unique firm culture and philosophy, which support a shared belief that low-turnover, concentrated portfolios derived from sound fundamental research can generate attractive outperformance.

UCITS Fund Facts

  • Number of holdings: 50-80
  • Market-cap range: $250m - $5b
  • Benchmark: Russell 2000
  • Inception Date: 9 Nov 2007
  • Dealing: Daily
  • Cut-off time: 3.00pm Irish time
  • Settlement: T+3
  • Portfolio Manager: Christopher A. Berrier

UCITS Fund Documents

Christopher Berrier Portfolio Manager

Christopher Berrier is the portfolio manager of the Small-Cap Growth strategy. Prior to joining the firm in September 2005, he was a senior equity analyst at T. Rowe Price, covering multiple sectors with a primary focus on small- and mid-capitalization growth companies. Chris is also a portfolio manager of the Brown Advisory Mid-Cap Growth strategy.

Education

  • Princeton University, AB (2000)

Daily Funds Nav

Price Date: 22-Jun-17


Share Class ISIN Curr. Nav
BUSIE00B0PVDJ73USD21.22
AUSIE00B0PVDG43USD20.48
BEUIE00B2NN6B28EUR17.43
BGBIE00B0PVDH59GBP14.72
CUSIE00B5510F71USD16.74

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.