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].

 

Welcome to NOW 2016

Brown Advisory recently hosted NOW 2016 in Washington, our biennial forum bringing our clients together with provocative thought leaders to learn in depth about tough political, social and national security issues. Subtitled “Moral Courage in a Time of Disruption,” the conference gave us an opportunity to explore with our clients several high-impact trends so that we can be better prepared both as citizens and as investors.

Speaker: Michael D. Hankin, President and CEO, Brown Advisory

 

 

Innovation Physics

As a leading venture capitalist and head of NEA’s East Coast early-stage venture practice, Harry Weller is a devoted student of innovation—in particular the principles that drive it and how those principles are evolving over time. During this session he will discuss a number of perennial drivers of innovation such as connectivity, componentization and consumption, as well as emerging forces powering a new wave of innovation such as antifriction, virality and computing systems capable of judgement.

Speaker: Harry Weller, General Partner, NEA

 

 

Reviving the American Dream: Confronting Inequality in the U.S.

A host of recent studies confirm the facts that we see playing out in front of us—wealth, opportunity and prosperity are all becoming more concentrated among a few of us, with the rest of us finding the American Dream further out of reach with each passing year. While we are reaching broad consensus across the political spectrum that income inequality is a pressing fundamental concern for the country, the solutions being proposed by various experts, including those on our panel, vary widely.

Speakers: William Julius Wilson, Ph.D., Lewis P. and Linda L. Geyser University Professor, Harvard University; Robert Doar, Morgridge Fellow in Poverty Studies, American Enterprise Institute; Jeff Duncan-Andrade, Ph.D., Associate Professor of Raza Studies and Education, San Francisco State University

Moderator: Chip Lineman, Co-Founder, Building 21

 

 

Gene Editing: Empowering a Cure for Cancer and Other Medical Breakthroughs

Many of the world’s most devastating diseases—cancer, cystic fibrosis, muscular dystrophy and others—can be traced back to genetic markers and genetic errors. The medical and scientific communities have long struggled to address these root causes, and incredible recent advances in genomics and genetic programming offer new hope to sufferers of conditions once considered incurable. Dr. Edward Liu, CEO of The Jackson Laboratory, one of the world’s leading genomics researchers, is joined by Andrew Hack, M.D., Ph.D., Chief Financial Officer, Editas Medicine, to provide a vision of a future in which we can attack disease at the genetic source—a future that is not as far away as we might imagine.

Speakers: Edison T. Liu, M.D., President and CEO, The Jackson Laboratory; Andrew Hack, M.D., Ph.D., Chief Financial Officer, Editas Medicine,

Moderator: George Sakellaris, CFA, Equity Research Analyst, Brown Advisory

 

 

Hope vs. Fear: Winning the Hearts and Minds of Arab Youth

In his address about the crisis in the Middle East at the 2015 World Economic Forum, John Kerry highlighted “the race between hope denied and hope fulfilled [that] will be one of the most significant factors to shape the world that we will live in and that our children will inherit.” Undoubtedly, the fulfillment of the hopes of Middle-Eastern youth under the age of 25—who represent some 60% of the entire population of the Middle East—will be perhaps the most important determinant of the economic and social direction of the region. A panel of leading regional experts on topics from political and social policy to entrepreneurship to social media discuss ideas to reach this population with positive solutions that can counter the fear-driven messages behind extremist organizations.

Speakers: Rami Khouri, Director, Issam Fares Institute for Public Policy and International Affairs, American University of Beirut; Nadia Oweidat, Ph.D., Smith Richardson Fellow, International Security Program, New America; Christopher Schroeder, Author, Startup Rising: The Entrepreneurial Revolution Remaking the Middle East

Moderator: Mick Dillon, CFA, Global Leaders Portfolio Manager, Brown Advisory

 

 

Autonomous Systems: Ethics at the Edge of Technology

When people talk about innovative solutions today, chances are autonomy is part of the conversation. While many people are excited about the potential of these systems, others are wary of their implications and how they will impact society. We know there are many things we could build, but how do we understand what we should build? In her presentation, Erin Hahn will look at important issues of law, policy, ethics and public sentiment to explore this question—and propose a framework for pursuing thoughtful development of emerging technologies.

Speaker: Erin Hahn, Senior National Security Analyst, The Johns Hopkins University Applied Physics Laboratory

 

 

The Future of College: Is It Worth the Money?

Skyrocketing costs, proliferation of Web-based alternatives to campus-based learning, a growing sense that college grads are not learning what’s needed to succeed in the modern economy--all of these trends are shaking the foundations of America’s higher education system. Our panel, which includes Catharine Bond Hill, President of Vassar College, Phil Bronner, Co-Founder of American Honors and Raj Date, Managing Partner of Fenway Summer, will offer their ideas about the current state of higher learning and how they propose to transform the way education is delivered.

Speakers: Philip Bronner, CEO and Co-Founder, American Honors; Raj Date, Managing Partner, Fenway Summer; Former Deputy Director, Consumer Financial Protection Bureau; Catharine Bond Hill, Ph.D., President, Vassar College

Moderator: Kevin O’Keefe, Equity Research Analyst, Brown Advisory

 

 

China’s Age of Ambition

Many viewing China from the outside struggle to reconcile how two fundamentally different stories—on one hand the Communist Party seeking to maintain strict control, and on the other the millions of Chinese citizens rapidly reaching new heights of individual success—can take place within the same nation. The New Yorker correspondent Evan Osnos tackles this essential conflict in Age of Ambition: Chasing Fortune, Truth and Faith in the New China, the recipient of the 2014 National Book Award for nonfiction. In this session he will share his views regarding China’s evolution in recent decades, offering in the words of James Fallows “a better understanding of China’s process of ‘becoming’ than most people could ever gain by living there.”

Speaker: Evan Osnos, Staff Writer, The New Yorker; Author, Age of Ambition: Chasing Fortune, Truth and Faith in the New China

 

 

Strokes, Science and Video Games: Breaking New Neurological Ground in Treating Stroke Patients

John Krakauer has injected a powerful dose of creativity and spirit into modern medicine since his arrival at Johns Hopkins in 2010. His Brain, Learning, Animation, Movement laboratory (BLAM! for short) seeks to “break down boundaries between the ordinarily siloed worlds of art, science and industry,” as reported in a recent New Yorker profile. He works with “Pixar-grade” designers, engineers—and yes, video game designers—to spark new insights about how stroke patients, and potentially many others, can make quantum leaps in recovery beyond what was previously thought possible.

Speaker: John Krakauer, M.A., M.D., Director, Brain, Learning, Animation and Movement Laboratory The Johns Hopkins University School of Medicine

 

 

Driverless Cars: Transforming Energy and Mobility

Technology is redefining the concept of the car as “the ultimate mobile device,” and firms ranging from old-line auto manufacturers like General Motors and Toyota, to cutting-edge technology companies like Apple and Google, are racing to make their mark in the brave new world of driverless vehicles. Larry Burns, seasoned automotive executive and current advisor to Google’s transportation effort, will discuss his views on how the reinvention of the automobile will transform our economy and society.

Speaker: Lawrence Burns, Ph.D., Advisor to Google on the Future of Transportation and Mobility

 

 

Putin’s World

Vladimir Putin’s actions in recent years have been described as provocative or even belligerent by many observers, yet when viewed from his perspective—as a leader of a once-great power determined to restore Russia’s status in the world—one can gain a greater understanding of his motivations and the forces driving Russia. Angela Stent will discuss the dramatic recent developments in U.S.-Russian relations, and provide insights regarding a different, and potentially more fruitful, path forward for both countries.

Speaker: Angela Stent, Ph.D., Director, Center for Eurasian, Russian and East European Studies, Georgetown University

Moderator: Bertie Thomson, CFA, Global Leaders Co-Portfolio Manager, Brown Advisory

 

 

The Reality of Climate Change: Impacts on Health, Food, Water and National Security

In this session, Mark Tercek of the Nature Conservancy and Kate Gordon of the Paulson Institute address the latest findings regarding one of the defining global challenges of the 21st century. The panel will discuss the varying impacts that climate change is having today on food production, water scarcity, public health and even international military conflicts, and how those impacts are likely to evolve in the coming decades.

Speaker: Sharon Burke, Senior Advisor, International Security Program and Resource Security Program, New America; Kate Gordon, Vice Chair, Climate and Sustainable Urbanization, Paulson Institute; Mark Tercek, President and CEO, The Nature Conservancy

Moderator:Dune Thorne, Portfolio Manager, Brown Advisory

 

 

Taking Courage in the Face of Disruption and Rapid Change

As technologies such as cloud, mobile, big data and artificial intelligence gain a foothold in the mainstream of business and entrepreneurship, we are gearing up for the most significant disruption in our approach to how we work, live and learn. This presentation will address how these forces are driving rapid innovation and how business leaders need to take a different, courageous approach to either disrupt or be disrupted by this technology super-convergence.

Speaker: Manoj Saxena, Founding Partner, The Entrepreneurs' Fund; Former General Manager, IBM Watson

 

 

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The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Helping Clients Navigate the World

From our flagship conference—Navigating Our World (NOW)—to our TEDxSalon and smaller roundtable discussions, we gather together with thought leaders and our clients for open discussions that yield fresh insights into investment opportunities and help us better serve our clients’ needs.

 

OUR CULTURE:
Embracing Outside Views

A key ingredient in making sound decisions for our clients is to surround ourselves with intelligent, experienced people—directors, outside shareholders, clients, other investors and leaders in their fields. We encourage them to question our thought process, and we learn from their experience.

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