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Mid-Cap Growth

We believe investors who are willing to think and act differently, executing a long-term 3G strategy in a short-term world, have the ability to exploit market inefficiencies to generate attractive risk-adjusted returns.

We enable our philosophy by seeking companies that possess our 3G characteristics - durable growth, sound governance, and scalable go-to-market strategies – based on our belief that these traits lead to a higher probability of compounding earnings at an above-average rate for an extended period of time.

 

Inside the Strategy

  • We seek to invest in a portfolio of diversified, high-quality businesses with sound management teams and competitive advantages that we believe can produce above-average growth over a full market cycle.
  • We adhere to an investment process and valuation discipline that benefits from a unique investment network of venture capital, private equity and firm relationships, plus our team’s breadth of coverage of startups through small-caps and beyond.
  • Our strategy is based on a unique firm culture and philosophy, which support a shared belief that low-turnover, concentrated portfolios derived from sound fundamental research can generate attractive outperformance.

Inception: 02/29/2012

Benchmark: Russell Midcap Growth® Index

Concentrated Portfolio: 50-80 holdings, market capitalization of at least $1.5 B at initial purchase

Portfolio Managers: Christopher A. Berrier and George Sakellaris, CFA

Vehicle: Separately managed Account, Mutual Fund, UCITS Fund

Publications

Portfolio Manager Q&A
In a recent conversation, Portfolio Manager George Sakellaris, CFA, took a deep dive into the unique qualities of mid-caps and explained the strategy he and Portfolio Manager Chris Berrier employ.

Learn More

 

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The information in this section of the website is for information purposes only and does not constitute a recommendation or investment advice to buy or sell securities.

Some Brown Advisory strategies may meet your needs and objectives more effectively than those referred to in this section of the website. For more information, please contact us directly. For more information on all U.S. strategies, please see the list of strategies on the right column of this page.

The contents of this section of the website have not been prepared for the benefit of investors outside the United States. They are not directed at any person or entity elsewhere, nor are they intended for distribution or to be used by any person or entity outside of the United States. In some countries, the distribution of information in this section of the website may be restricted: it is your responsibility to find out what those restrictions are and to observe them. Brown Advisory cannot be liable for a breach of such restrictions. Non-U.S. investors should consider their local regulations before considering investment.

 

Strategy Resources

 

Click here to see all Brown Advisory investment strategy documents.

 

Please read our composite disclosure and other important firm disclosures.

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U.S. Institutional Content Disclosure

 

 

By viewing the documents on this page, you confirm and accept that you are an institutional client and are acting on behalf of your client as their authorized advisor or are seeking information as a representative of an institution and that you have read and understood the terms on which the information is being provided.

The information in this section of the website is for information purposes only and does not constitute a recommendation or investment advice to buy or sell securities.

Some Brown Advisory strategies may meet your needs and objectives more effectively than those referred to in this section of the website. For more information, please contact us directly. For more information on all U.S. strategies, please see the list of strategies on the right column of this page.

The contents of this section of the website have not been prepared for the benefit of investors outside the United States. They are not directed at any person or entity elsewhere, nor are they intended for distribution or to be used by any person or entity outside of the United States. In some countries, the distribution of information in this section of the website may be restricted: it is your responsibility to find out what those restrictions are and to observe them. Brown Advisory cannot be liable for a breach of such restrictions. Non-U.S. investors should consider their local regulations before considering investment.

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