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.

    12 strategies

    Explore

  • 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.

    9 strategies

    Explore

  • Mutual Funds

    We offer a broad range of actively managed equity and fixed income investment solutions. Our approach is grounded in bottom-up fundamental research, high-conviction ideas, and a focus on long-term, risk-adjusted returns.

    Explore

  • ETFs

    We invite you to discover the Brown Advisory Active ETF platform. Our teams are dedicated to sharing their expertise and helping a wide range of clients achieve their investment goals.

    Explore

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.

U.S. Equities

Global Equities

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.

Taxable Fixed Income

Tax-Exempt Fixed Income

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.

Sustainable investment considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision-making. Sustainable investment analysis may not be performed for every holding in the strategy. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Certain strategies seek to identify companies that we believe may be desirable based on our analysis of sustainable investment related risks and opportunities, but investors may differ in their views. As a result, these strategies may invest in companies that do not reflect the beliefs and values of any particular investor. Certain strategies may also invest in companies that would otherwise be excluded from other funds that focus on sustainable investment risks. Security selection will be impacted by the combined focus on sustainable investment research assessments and fundamental research assessments including the return forecasts. These strategies incorporate data from third parties in their research process but do not make investment decisions based on third-party data alone.

Mutual Funds

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

ETFs

We invite you to discover the Brown Advisory Active ETF platform. Our teams are dedicated to sharing their expertise and helping a wide range of clients achieve their investment goals