Large-Cap Sustainable Growth Strategy | Brown Advisory

INVESTMENT PHILOSOPHY

We seek competitive risk-adjusted returns over a full market cycle through a concentrated portfolio of companies that we believe offer durable fundamental strengths, sustainable competitive advantages and compelling valuations.

MAIN AIMS

Absolute growth rates
We seek business models that we believe can support high absolute growth rates.
Strong Sustainable Business Advantages (SBA)
We focus on sustainable advantages to uncover persistent drivers of shareholder value across the economy.

We define strong SBAs in a company as the potential to create tangible enterprise value through sustainable drivers that lead to revenue growth, cost improvement, or enhanced franchise value.
Sustainability
We use a sustainable investment research framework developed over 10+ years that seeks to identify risks and opportunities that help add value to our due diligence.
Valuation
We use financial modeling to assess upside and downside price targets to guide risk/return expectations over a multi-year forward horizon.

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INSIGHTS

^{Past performance is not a guarantee of future performance and you may not get back the amount invested. All investments involve risk. The value of the investment and the income from it will vary. There is no guarantee that the initial investment will be returned.}

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^{Sustainable investment considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision-making. Sustainable investment analysis may not be performed for every holding in the strategy. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. The strategy seeks to identify companies that it believes may be desirable based on our analysis of sustainable investment related risks and opportunities, but investors may differ in their views. As a result, the strategy may invest in companies that do not reflect the beliefs and values of any particular investor. The strategy may also invest in companies that would otherwise be excluded from other funds that focus on sustainable investment risks. Security selection will be impacted by the combined focus on sustainable investment research assessments and fundamental research assessments including the return forecasts. The strategy incorporates data from third parties in its research process but does not make investment decisions based on third-party data alone.}