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Brown Advisory U.S. Small-Cap Fundamental Value Fund

Brown Advisory U.S. Small-Cap Fundamental Value Fund

Overview


We believe that we can generate attractive risk-adjusted performance using a differentiated investment approach in a widely inefficient asset class. Our philosophy centers on identifying and capitalizing on market inefficiencies to deliver attractive returns. By leveraging our deep understanding of market dynamics and employing rigorous research and analysis, we aim to uncover opportunities that are often overlooked by others. ​

This approach allows us to construct portfolios that not only mitigate risk but also enhance potential returns. Our commitment to a disciplined investment process ensures that we remain focused on long-term value creation, even in volatile market conditions.


 


 

SFDR - Article 6

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.

By viewing the documents on this page, you confirm and accept that you are an institutional client and are acting on behalf of your client as their authorized advisor or are seeking information as a representative of an institution and that you have read and understood the terms on which the information is being provided.

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.

David Schuster

David Schuster

Portfolio Manager

Benchmark
Russell 2000® Value Index
Inception Date
04/30/2026
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Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

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