Overview
The Brown Advisory Growth Equity Fund seeks to achieve capital appreciation by primarily investing in equity securities. The Fund aims to invest in companies with strong business models and capable management teams that have the potential to maintain attractive growth throughout a market cycle.
We have an investment process and valuation discipline that seeks to identify outcomes that are skewed heavily in our favor. The Fund uses a bottom-up, research-intensive process to build a portfolio of industry-leading growth companies that offer compelling valuations based on potential upside and downside risk.
Our investment philosophy is grounded in the following principles.
Business Models:
- We believe a portfolio of growth companies with superior business models has the potential to deliver attractive risk-adjustment returns over time.
Performance:
- The Fund's performance objective includes seeking to outperform the benchmark, the Russell 1000® Growth Index over a full market cycle.
Research Process:
- Our process is built upon fundamental analysis. We believe that attractive investment results over time are driven by rigorous and disciplined bottom-up fundamental research, as well as a sensitivity to valuation.
Portfolio Construction:
- We create competition for our investors’ capital and fund new ideas from pre-existing names. We often refer to this as “Darwinian Capitalism.”