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].

Large-Cap Growth

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

 

Inside the Strategy

  • We invest in a concentrated portfolio of proven business models where we have high conviction that the companies can produce a 14% or better earnings-per-share growth rate over a full market cycle.
  • We have an investment process and valuation discipline that seek to identify outcomes that are skewed heavily in our favor.
  • 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.

Inception: 06/30/1996

Benchmark: Russell 1000® Growth Index

Concentrated Portfolio: 30-35 holdings, minimum $2 billion market capitalization

Portfolio Manager: Kenneth Stuzin, CFA

Separately Managed Accounts

Please contact us for more information.

Private Client Solutions: Doug Godine
Tel: 410-537-5585
Email: [email protected]

Institutional Client Service and Investment Management Strategies: Topher Fearey
Tel: 410-537-5549
Email: [email protected]

Endowment & Foundation Services: Doug Godine
Tel: 410-537-5585
Email: [email protected]

Investment Consultants: Topher Fearey
Tel: 410-537-5549
Email: [email protected]

Financial Intermediaries: Topher Brewer
Tel: 410-537-5483
Email: [email protected]

Mutual Fund

Please click the button below for more information on this strategy and all our mutual fund offerings.

Kenneth Stuzin Portfolio Manager

Kenneth Stuzin, CFA, is the portfolio manager of the Large-Cap Growth strategy. Prior to joining the firm, he was a vice president and a large-cap portfolio manager at J.P. Morgan Investment Management in Los Angeles. Previously, Ken worked as a quantitative portfolio strategist in New York, where he advised clients on capital markets issues and strategic asset allocation decisions. 

Education

  • Columbia University, BA (1986), MBA (1993)

Community Involvement

  • Member, Endowment Committee, Bryn Mawr School
  • Trustee, Johns Hopkins Bayview Medical Center

Mutual Funds Attestation

 

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