The Brown Advisory Small-Cap Fundamental Value strategy uses a differentiated investment approach that focuses on free cash flow, capital allocation and valuation to produce attractive risk-adjusted returns.

Investment approach

  • We believe that we can generate attractive risk-adjusted performance using a differentiated investment approach in a widely inefficient asset class. We seek businesses with sustainable free cash flow, shareholder-friendly capital allocation records and attractive valuations because we believe that those company investments provide stability and the potential to outperform over the long run.
  • Our investment team has a deep investment banking background that supports our unique approach and affords us with the ability to potentially identify value overlooked, misunderstood and mispriced by the market.
  • 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.

Vehicle: Mutual Fund, UCITS

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