Overview
The Fund uses bottom-up, fundamental research to invest in companies at discounts to their business value, defined as the present value of their sustainable free cash flow. The outcomes we drive are a direct result of our robust research & portfolio management process, characterized by:
- A high-conviction, concentrated, unconstrained portfolio representing the team’s best ideas - typically 25-30 holdings diversified across industries and geographies.
- A dual emphasis on quality and valuation to identify stocks that offer the best of both worlds.
- Stocks bought at a meaningful discount to business value that may offer an inherent margin of safety and return potential.
- A focus on quality companies with stable, growing businesses and strong balance sheets aiming to mitigate the potential of capital loss.
- A concentrated portfolio with highest conviction ideas.
- Process-driven sell discipline – one-third sale of stocks that exceed their upside target; secondary review for stocks that exceed their upside or downside targets.
This Fund has a truly long-term investment horizon, aligning with the strategic vision of institutional investors.
Past performance is not a guarantee of future performance and you may not get back the amount invested. All investments involve risk. The value of the investment and the income from it will vary. There is no guarantee that the initial investment will be returned.
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The information in this section of the website is for information purposes only and does not constitute a recommendation or investment advice to buy or sell securities.
Some Brown Advisory strategies may meet your needs and objectives more effectively than those referred to in this section of the website. For more information, please contact us directly. For more information on all U.S. and Global strategies, please see the list of strategies.
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