Overview
The Brown Advisory U.S. Large-Cap Shariah strategy seeks long-term capital growth by investing in a concentrated selection of U.S. large-cap companies with attractive business characteristics – all of which comply with Shariah principles.
The strategy leverages Brown Advisory's proprietary fundamental investment research to pursue attractive returns that align with our investors' values. It targets businesses with a minimum market capitalization that is in line with the S&P 500 Shariah Index.
We have partnered with a globally respected Shariah advisory firm specializing in Islamic finance solutions who ensure each investment is approved for inclusion in the portfolio.
Our approach combines rigorous bottom-up research and a disciplined quality-growth bias, supported by our broad team of investment professionals with deep sector and geographic expertise.
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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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 investors outside the United States. 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. For institutional investors and professional clients only. Investors 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. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy including whether or not to buy, sell, or hold of any of the securities, funds, or asset classes mentioned. Asset allocation could change depending on risk tolerance, investment objective and assets available for investment. It should not be assumed that investments in such securities, funds, or asset classes have been or will be profitable. The investment team will customize portfolios based on the guidelines, requirements and risk tolerance of each client.
The S&P 500® Shariah Index includes all Shariah-compliant constituents of the S&P 500, the leading benchmark for the U.S. equity market. The S&P 500 Index, an unmanaged index, consists of 500 stocks chosen for market size, liquidity, and industry group representation. It is a market-value weighted index (stock price times number of shares outstanding), with each stock’s weight in the Index proportionate to its market value.