Leo Bruch

Leo Bruch is an Institutional Sales Associate based in the London office, where he is part of the International Business Development team.Joining Brown Advisory straight after graduating from King's College London, Leo has accrued experience in Asset Management, Venture Capital, Consulting and Fintech Startups through various internships.

Brad Dunn

Brad is a portfolio manager at the Boston office of Brown Advisory where he manages balanced accounts for families and institutional clients. Prior to joining the firm, he was a portfolio manager at BNY Mellon Wealth Management where he worked with families constructing portfolios to meet their long-term goals. Prior to this, Brad was an analyst at the Bostonian Group where he worked on designing incentive compensation plans for small businesses. Brad began his career at Arlen Corporation, a wealth management firm, where he worked on the analysis of client portfolios.

Olivia Chan

Olivia is a Private Client Relationship Advisor who joined Brown Advisory in 2018. She focuses on managing relationships with high-net-worth and complex individuals and families. Prior to joining Brown Advisory, Olivia was a Director at U.S. Capital Advisors and a Private Client Banker at J.P. Morgan Chase for 15 years. She earned her Bachelor Degree at Houston Baptist University with double majors in Business Administration and Business Management.

Sean McTernan

Sean is a partner and member of the U.S. Institutional Sales and Service team. Sean is responsible for the team focused on building relationships with RIAs, Family Offices, Private Banks, and large Broker Dealer Consultants. Prior to joining the firm, Sean was the Director of Business Development at Penn Mutual Asset Management where he was responsible for business development efforts with family offices, insurance company general accounts and institutional consultants, while overseeing and managing new and existing client relationships.

Hayley M. Cushing

Hayley is a senior business analyst at Brown Advisory. She works directly with the head of the Baltimore office and with the office leadership team, and is responsible for colleague experience, community partnership, and office operations. Hayley spent seven years in operations on the client onboarding team. Prior to joining the firm, Hayley worked in Morgan Stanley in prime brokerage operations.

Kolby Scott

Kolby is a Business Development Strategist at Brown Advisory in Austin, TX. She leads branding efforts for the private client business through event strategy, charitable commitments, and community engagement. She joined Brown Advisory in 2015 in the Baltimore office in an administrative capacity on the private equity team. Kolby earned her Bachelors degree in 2011 from The University of Colorado, Boulder.

Robert Waley-Cohen

Robert is a member of Brown Advisory’s International Advisory Board. He also serves as a director at Affinity Solutions, Inc., a leading provider of anonymised retail purchasing data to advertisers, management consultants and investors. He was founder and CEO of California-based Alliance Imaging, Inc. He was also founder and former CEO of Alliance Medical Ltd., a leading provider of non-invasive diagnostic services to European health care providers.

Large-Cap Value—Beutel Goodman

LARGE-CAP VALUE — BEUTEL GOODMAN

The strategy aims to grow capital over the long term through the application of a disciplined value investing approach emphasizing capital preservation and a focus on absolute risk and return.

The Beutel Goodman Large-Cap Value Equity strategy (“the strategy”) uses bottom-up, fundamental research to invest in companies at discounts to their business value, as defined by the present value of their sustainable free cash flow. The Strategy’s investment team believes that stocks purchased at a significant discount to business value have an inherent margin of safety. This approach combined with a focus on quality, growing companies with strong balance sheets, helps avoid the possibility of capital loss.

Inside the Strategy

  • The strategy’s portfolio management team employs a concentrated portfolio of their highest conviction ideas. A fully diversified portfolio typically holds 25 to 30 stocks.
  • The team ensures there is adequate diversification by imposing limitations on the maximum weight in any individual security or sector.
  • The strategy incorporates a process-driven approach to risk management, where there is an automatic review for stocks that exceed their upside or downside targets. Stocks that exceed their upside target are automatically reduced by one-third.

Inception Date: July 1, 1994

Benchmark Index: Russell 1000® Value Index

Concentrated Portfolio: 25-30 holdings

Portfolio Managers: Rui Cardoso, CFA and Glenn Fortin, CFA

Vehicle: Mutual Fund

Emerging Markets—Somerset Capital Management LLP

Emerging Markets Select

The Brown Advisory Emerging Markets Select Strategy seeks total return through a concentrated portfolio of emerging market equities selected through fundamental, bottom-up research and build. The Fund will tactically allocate between two subadvisors based on opportunities in the various emerging market regions.

Inside The Strategy

  • The Strategy primarily invests in equity securities issued by companies established or operating in emerging markets and Asia ex-Japan. Bottom-up, fundamental research drives stock selection, and the managers are not bound by market capitalization restrictions or thresholds.
  • The Strategy invests in well-capitalized emerging market and Asian ex-Japan companies that exhibit the potential for long-term growth. The managers seeks to purchase companies with strong management teams, sound governance and quality business models that they believe demonstrate the ability to succeed in the future. They believe in using temporary price pullbacks to buy companies that are underperforming their historical earnings potential. Using this approach, the managers believe the fund offers investors the potential for attractive, risk-adjusted return within an inherently volatile market.

Portfolio Managers: John P. Goetz (Pzena), Caroline Cai, CFA (Pzena), Allison Fisch (Pzena), Rakesh Bordia (Pzena) and Niraj Bhagwat, CA (Wellington)

Benchmark Index: FTSE Emerging Index

Vehicle: Mutual Fund

Subscribe to