Overview
The Brown Advisory Sustainable Bond Fund seeks to provide a competitive total return consistent with preservation of principal while giving special consideration to certain sustainable investment criteria.
We believe that an active and dynamic approach to asset allocation and holistic risk management, combined with rigorous bottom-up security selection and a differentiated sustainable investment approach, can deliver attractive risk- adjusted returns through the economic cycle. The Fund may invest in corporate, municipal, mortgage-backed and asset-backed fixed income securities that are issued as “Green Bonds” or that otherwise meet the Fund’s sustainability-related criteria.
Our investment philosophy is grounded in the following principles.
Total Return Over An Economic Cycle
- An active and flexible approach that allocates to liquid fixed income asset classes that we believe have the highest alpha potential, with a strong emphasis on relative value, rather than index weightings.
Diversification
- The portfolio is designed so that no single position dominates performance, while seeking idiosyncratic opportunities across sectors and industries that may contribute to performance.
Sustainability
- A sustainable investment research framework that strengthens fundamental analysis to help us identify high-quality investments with lower risk that improves downside protection and aligns with positive sustainability outcomes.