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Brown Advisory helps individuals, families and institutions invest their capital, tackle complex challenges and pursue ambitious, long-term goals.
The World Value Fund will join a strong suite of value investment strategies available through Brown Advisory, including the U.S. Sustainable Value Fund and BA Beutel Goodman U.S. Value Fund.
We are pleased to share with you Brown Advisory’s 2023 Annual Report—Independence.
This year’s theme presents an opportunity to discuss perhaps the most important principle underpinning our ability to put clients first in everything we do. As we mark our 25th anniversary as a private and independent company this June, the report also allows us to reflect on the past and on how our experiences over the years can help us meet our clients’ objectives in the future. As always, we hope our Annual Report offers a helpful insight into our mission for clients, our support for colleagues and our purpose to raise the future for all stakeholders.
We offer institutional clients a wide range of equity, fixed income, alternative and private investment strategies—all backed by a deep commitment to fundamental research and operational excellence.
Our Mission: to make a material and positive impact in the lives of our clients Our clients deserve first-rate investment performance, thoughtful strategic advice and the highest level of service.
Our clients deserve first-rate investment performance, thoughtful strategic advice and the highest level of service.
Service—to our clients and our communities—is in our DNA. I believe that a self-interested life would be empty. Service to others makes one a whole person—it benefits communities and also encourages personal growth.
I believe that a self-interested life would be empty. Service to others makes one a whole person—it benefits communities and also encourages personal growth.