We follow a philosophy that low-turnover, concentrated portfolios derived from sound bottom-up fundamental research provide an opportunity for attractive performance results over time. We have a culture and firm equity ownership structure that help us attract and retain professionals who share those beliefs, and we follow a repeatable investment process that helps us stay true to our philosophy.
Brown Advisory Equity Strategies
Fixed Income Strategies
We follow a philosophy that fixed income strategies built from a foundation of stability coupled with fundamental credit research can seek to generate alpha and control risk. We have a culture and firm equity ownership structure that attract and retain professionals who share those beliefs, and we follow a repeatable investment process that helps us stay true to our philosophy.
BROWN ADVISORY FIXED INCOME STRATEGIES
Taxable Fixed Income Strategies
- Enhanced Cash
- Limited Duration
- Intermediate Income
- Core Fixed Income
- Mortgage Securities
- Sustainable Core Fixed Income
- Strategic Bond
Tax-Exempt Fixed Income Strategies
The Investment Solutions Group is an investment-management team within Brown Advisory that specializes in asset allocation, manager selection, hedge funds and other alternative investment strategies. Dedicated to open-architecture solutions, our team has established a strong track record of identifying high-quality, third-party investment managers across the hedge fund, long-only and private equity universes. We leverage this expertise to help clients assemble portfolios that we believe best fit their needs and goals, offering clients a range of solutions from complete portfolio management to fulfillment of specific hedge-fund and alternative-asset mandates.
Private Equity and Real Estate
Brown Advisory has incorporated private equity and real estate investments in client portfolios since our founding. Today, we can provide that exposure in two distinct ways.
Feeder Funds and Multimanager Fund
We introduce clients to investment opportunities in early- and late-stage venture capital and buyout funds, as well as select real estate funds. We also construct these feeder funds into multimanager funds through our Private Equity Partners (PEP) and Real Estate Partners (REP) vehicles to make private equity investing as easy as possible for our clients.
Customized Private Equity Portfolios
For most clients, private equity is one component of a balanced portfolio that we manage. Other clients, however, come to us specifically for custom-built private equity and real estate portfolios.
Learn more about Private Equity and Real Estate
*Investments discussed on this page are available for qualified purchasers and accredited investors only.
Sustainable Investing Strategies
Actively Managed Strategies
- Large-Cap Sustainable Growth
- Sustainable Core Fixed Income
- Tax-Exempt Sustainable Fixed Income
- U.S. Large-Cap ESG
- U.S. Small-Cap ESG
For clients seeking an open-architecture solution, we have access to several of the premier sustainable managers in the industry - all vetted by internal research.
Our private equity team is focused on evaluating the growing universe of private impact investments to identify standout opportunities that target various issues of particular concern to our clients. To date, we have placed assets in investments targeting a variety of impact themes such as community impact, microfinance, education technology, sustainable real estate, water initiatives and others.* *Many alternative investments by regulation may only be sold to Accredited Investors (institutions with at least $5 million in assets) or Qualified Purchasers (institutions with at least $25 million in investments).
We have a long track record of listening to clients and helping them align their portfolios with their values. In Mission Sustainable, we share our firm’s history in sustainable investing; our integration of sustainable and fundamental research; and the wide variety of sustainable equity, fixed income, and alternative investment solutions available to clients.