The Brown Advisory Sustainable Growth Fund seeks capital appreciation by owning a portfolio of equity securities.
The fund seeks long-term capital appreciation by investing in the common stock of mid- and large-cap companies that, in the manager’s view, effectively implement sustainable business strategies to drive their prospects for future earnings growth. The fund may invest up to 15% of its net assets in non-U.S. and emerging market securities, typically through sponsored American Depository Receipts (ADRs).
The fund’s investing approach focuses on finding a concentrated portfolio of companies whose:
- Internal sustainability strategies help generate tangible business benefits, in the form of revenue growth, cost improvement, or enhanced franchise value; as:
- Products have a competitive advantage as a result of sustainability drivers, such as resource-efficient design or manufacturing; and
- Products or services offer solutions to long-term sustainability challenges.