Overview
The portfolio managers complete deep, fundamental, bottom-up research to uncover companies that they believe are leaders within their industry or country, as demonstrated by an ability to deliver high relative return on invested capital over time. We believe that high returns on capital can typically be attributable to, among other things, a strong competitive position and defensible barriers to entry.
- We use a research-intensive approach to building a concentrated portfolio of typically 30-40 companies.
- Our strategy benefits from experienced portfolio managers with success investing globally and who share a belief that low-turnover, concentrated portfolios derived from sound fundamental research can generate attractive outperformance over the long term.
- This Fund is ultimately tested against back-end screens to avoid certain business controversies.
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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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 fund. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. The Fund 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 Fund may invest in companies that do not reflect the beliefs and values of any particular investor. The Fund 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 Fund incorporates data from third parties in its research process but does not make investment decisions based on third-party data alone.
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.
The contents of this section of the website has been prepared for the benefit of investors outside the United States. They are not directed at any person or entity elsewhere, nor are they intended for distribution. In some countries, the distribution of information in this section of the website may be restricted: it is your responsibility to find out what those restrictions are and to observe them. Brown Advisory cannot be liable for a breach of such restrictions. Investors should consider their local regulations before considering investment.