The Brown Advisory - WMC Japan Alpha Opportunities Fund seeks to achieve total return by investing principally in equity securities of companies which are domiciled in or exercise the predominant part of their economic activity in Japan.
The fund is managed by Wellington Management who oversees the investment decision making process, security allocation, risk management, and strategically rebalancing the portfolio. With this fund, Wellington uses a “multiple sleeve structure” in which several fund components are managed separately in different styles. Each sleeve seeks to be flexible, opportunistic, and total return-oriented such that the aggregate portfolio represents a wide range of investment philosophies, companies, industries, and market capitalizations.
The Brown Advisory - WMC Japan Alpha Opportunities Fund invests at least 80% of the value of its net assets in equity securities of companies which are domiciled in or exercise the predominant part of their economic activity in Japan. The fund may invest in equity securities of companies of any size capitalization. Equity securities in which the fund may invest include common stock, preferred stock, equity-equivalent securities such as stock futures contracts or convertible securities, equity options, other investment companies, American Depository Receipts (ADRs), Global Depository Receipts (GDRs), real estate investment trusts (REITs) and exchange traded funds (ETFs).