The Brown Advisory Global Leaders Strategy invests in the top 30-40 leading companies that we believe deliver exceptional customer outcomes. We use franchise quality, management quality, quantitative measures and investability to identify a global leader. We believe that companies that combine exceptional outcomes for their customers with strong leadership can generate high and sustainable returns on invested capital (ROIC), which can lead to outstanding shareholder returns.
Listen to our latest audio updates
The Portfolio Managers discuss the portfolio’s performance and positioning for the third quarter 2024, as well as their outlook for the strategy.
Audio archive
2024 - Quarter 2
2024 - Quarter 1
2023 - Quarter 4
2023 - Quarter 3
2023 - Quarter 2
2023 - Quarter 1
Additional Materials
Latest Quarterly Update
Please read our latest quarterly update.
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Global Leaders Investment Letter
Please read our latest Global Leaders Investment Letter
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Global Leaders Sustainability Outcome Report
Please read here
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Sustainable investment considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision-making. Sustainable investment analysis may not be performed for every holding in the strategy. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. The Strategy seeks to identify companies that it believes may be desirable based on our analysis of sustainable investment related risks and opportunities, but investors may differ in their views. As a result, the Strategy may invest in companies that do not reflect the beliefs and values of any particular investor. The Strategy may also invest in companies that would otherwise be excluded from other funds that focus on sustainable investment risks. Security selection will be impacted by the combined focus on sustainable investment research assessments and fundamental research assessments including the return forecasts. The Strategy incorporates data from third parties in its research process but does not make investment decisions based on third-party data alone. 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.
The MSCI ACWI® captures large and mid-cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries. With 2,841 constituents, the index covers approximately 85% of the global investable equity opportunity set. Please add the MSCI trademark language. All MSCI indexes and products are trademarks and service marks of MSCI or its subsidiaries. An investor cannot invest directly into an index.
The internal rate of return (IRR) is a measure of an investment’s rate of return. The internal rate of return is a discount rate that makes the net present value (NPV) of all cash flows from a particular project equal to zero. It is also called the discounted cash flow rate of return.