Funds and Strategies

We use a disciplined, bottom-up research approach to build concentrated, low-turnover portfolios for long-term performance. Our repeatable process and employee-owned culture keep us aligned with our philosophy.

Explore Our Investment Strategies.

  • Equities

    Our actively managed, low-turnover, concentrated equity strategies seek attractive risk-adjusted returns by identifying and vetting high-conviction ideas with sound, bottom-up fundamental research. Our investment team follows a repeatable investment process that helps us consistently pursue our objectives.

  • Fixed Income

    Our actively managed fixed income strategies seek to provide stability, generate alpha and control risk over the long term. We pursue this objective through a commitment to disciplined, fundamental credit research, concentrated portfolios that reflect our highest-conviction investment ideas, and a scenario-based approach to understanding security-specific upside versus downside probabilities.

  • UCITS Funds

    We believe that disciplined, bottom-up research, coupled with teamwork and the free exchange of ideas amongst colleagues, are the keys to achieving long-term outperformance.

  • Investment Trust

    We invite you to learn more about our Brown Advisory US Smaller Companies PLC.

Fixed Income

Our actively managed fixed income strategies seek to provide stability, generate alpha and control risk over the long term. We pursue this objective through a commitment to disciplined, fundamental credit research, concentrated portfolios that reflect our highest-conviction investment ideas, and a scenario-based approach to understanding security-specific upside versus downside probabilities.

Equities

Our actively managed equity sustainable investing strategies seek attractive risk-adjusted returns by integrating bottom-up fundamental and sustainable investment research to identify high-conviction investment opportunities. Across investment styles, geographies and market capitalizations, our range of strategies is designed to meet differing client needs while focusing on companies that thoughtfully manage sustainable investing-related risks and opportunities and demonstrate long-term business durability.

Fixed Income

Our sustainable investing fixed income strategies seek to deliver attractive risk-adjusted returns through a unified due diligence process that incorporates fundamental and sustainable investment research - building a more complete understanding of the risks and opportunities associated with an investment. Across fixed income sectors, our range of strategies is designed to meet differing client needs while focusing on issuers that thoughtfully manage sustainable investment-related risks and opportunities.

UCITS Funds

We invite you to learn more about our family of UCITS Funds.

Investment Trust

We invite you to learn more about our Brown Advisory US Smaller Companies PLC.