Brown Advisory Wins Lipper Award

Last Updated Jan 2010

The Lipper Fund Award is given to the single best fund in each Lipper Equity and Fixed Income classification over periods of three, five and ten years. As of 12/31/08, BIAIX was the top-ranked fund in the “short-intermediate investment grade debt fund” category for both five- and ten-year periods among 119 and 66 peers, respectively. For the three years, it ranked fifth among 123 funds. The award is based on consistent, risk-adjusted returns, adjusted for volatility, relative to peers.

"Defense is the best offense," Paul Corbin, Partner and Director of Fixed Income Management at Brown Advisory explains. “Our Intermediate Income Fund has maintained the same, simple investment philosophy for many years: it strives to keep portfolio durations relatively short and quality very high. We do not believe in speculating for yield.”

The Fund seeks to provide a high level of current income while focusing on the preservation of principal. The Fund’s fixed income securities primarily have a maturity between one and ten years.

“We understand that clients want to protect their capital while maintaining the opportunity to achieve meaningful returns. Our commitment to fixed income investments has remained the same since the very beginning. In the end, we believe consistency and quality prevail,” said Michael D. Hankin, CEO of Brown Advisory.

Brown Advisory (www.brownadvisory.com) is an independent investment firm committed to delivering a combination of strong performance, strategic advice and the highest level of service. Its principal offices are in Baltimore, Washington, Boston and London. Since its founding as an affiliate of Alex. Brown & Sons in 1993, the firm has grown substantially, with year-end assets of approximately $14 billion in separate account, mutual fund, and brokerage assets. Brown Advisory is owned primarily by its employees and directors.

Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which can be obtained by calling 1-800-540-6807 or visiting the Fund’s website. Please read the prospectus carefully before investing.

The Fund is subject to interest rate risk, which is the risk that debt securities in the Fund’s portfolio will decline in value because of increases in market interest rates. Foreside Fund Services, LLC, distributor.

About Lipper

Lipper, a wholly owned subsidiary of Reuters, is a leading global provider of mutual fund information and analysis to fund companies, financial intermediaries, and media organizations. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

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Brown Advisory Wins Lipper Award
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Specialist US equities manager Brown Advisory has seen its US Equity Value Ucits III vehicle reach $100m in assets under management. Run by Richard Bernstein, the US Equity Value Ucits fund was launched under the group’s Dublin umbrella in February 2006 and mirrors the manager’s existing concentrated long-only strategy, which has $1.1bn of assets. Brown Advisory London office director Logie Fitzwilliams says the strategy has proved attractive in the European market this year. “We reached our three-year track record in February, launched a sterling-hedged share class in October, and have seen impressive inflows, not just from the UK but also from institutions in Scandinavia, Spain and Switzerland,” he says. Iveagh Private Investment House partner and head of portfolio management Chris Wyllie backs Bernstein’s approach and Brown’s strong research platform. “Together, these have delivered an outstanding long-term track record which can be replicated in the future,” Wyllie adds. “It is a good example of what we look for in a fund.” The milestone follows the recent launch to the European market of Brown’s US Equity Growth.