Brown Advisory launches U.S. Large-Cap Shariah Strategy in collaboration with leading global investment advisor and a Middle Eastern institutional investor
 

  • Portfolio seeks long-term capital growth and competitive risk-adjusted returns by investing in a concentrated selection of U.S. large-cap Shariah-compliant companies

  • Follows Brown Advisory’s office opening in Abu Dhabi Global Market in May 2025

 

London, 4 November 2025 – Brown Advisory, an independent, global investment management firm that oversees $174.5 billion in client assets, has launched its U.S. Large-Cap Shariah Strategy (“the Strategy”), managed by Tim Hathaway CFA, developed in partnership with a global investment advisor and a Middle Eastern institutional investor.

The Strategy, initially funded by an institutional client in the Middle East, reflects Brown Advisory’s commitment to delivering innovative investment solutions for clients across the region and globally. It seeks long-term capital growth by investing in a concentrated portfolio of 30–35 high-conviction U.S. large-cap companies that comply with Shariah principles. Each investment is approved by a globally respected Shariah advisory firm specialising in Islamic finance solutions.

Drawing on Brown Advisory’s decades-long expertise in U.S. equities, the Strategy will target businesses with a minimum market capitalisation in line with the S&P 500 Shariah Index. The approach combines rigorous bottom-up research, supported by a team of over 50 investment professionals with deep sector and geographic coverage.

Jack Weatherby, Head of Middle East at Brown Advisory, said: “This launch represents a meaningful step in our commitment to serving clients across the Middle East. The U.S. Large-Cap Shariah Strategy enables us to deliver a high-quality investment solution that reflects our clients’ ethical and faith-based values, while drawing on Brown Advisory’s longstanding expertise in U.S. equities.”

In May 2025, Brown Advisory opened an office in Abu Dhabi Global Market. The firm has advised clients from the UAE and wider region for over a decade.

About Brown Advisory

Brown Advisory is an independent investment management firm committed to providing its clients with a combination of investment performance, strategic advice and the highest level of service. Brown Advisory has been a private and independent firm since 1998. Today, the firm has more than 1,000 colleagues – each with an equity interest – serving private clients and institutions in around 50 countries from 20 offices globally and is responsible for approximately $174.5 billion in assets for private and institutional clients and charities as of September 2025. The firm’s colleague equity ownership, experienced investment professionals and client-first culture help to make a material difference in the lives of its clients.