The Brown Advisory Limited Duration strategy seeks to provide high current income and preservation of principal by investing in a portfolio of short-term fixed income securities.
- Our extensive fundamental analysis seeks to identify each security's potential for income generation and preservation of principal.
- We believe that sound investment decisions should be based on a security's risk-reward proposition, not macro-oriented forecasts. Our portfolio seeks to perform well in various economic scenarios, with a concentration in positions that have attractive upside greater than downside risk.
- Our strategy is based on a collaborative, team-oriented investment process, where major portfolio decisions require a consensus of all fixed income team members. This ensures that new ideas are fully vetted and carefully considered from many viewpoints.
Objective: High income, preservation of principal
Typical Duration Range: 2.0-3.0 years
Typical Credit Quality: Investment grade
Vehicle: Separately Managed Account
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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.
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