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.
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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