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.

Investment approach

  • 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