Large-Cap Sustainable Value Strategy | Brown Advisory

INVESTMENT PHILOSOPHY

We seek to identify companies with SCFA(s) using our 3P investment filter, focusing on those leveraging sustainable strategies through their People, Process, and/or Product to drive enhanced financial performance. We consider multiple sources of information in our investment research, including fundamental data and sustainable business practices, which enables us to identify high-quality investments with SCFAs versus competitors.

Free Cash Flow
We aim to invest in the equity securities of high-quality large-sized companies that we believe have attractive and durable free cash flow yields, favorable capital structures, strong capital discipline, and which are listed or traded on the U.S. markets and exchanges.
Capital Discipline
We focus on a company’s capital structure and approach to capital allocation. We place a high emphasis on financial flexibility as well as capital returns to shareholders through buybacks and dividends.
Sustainability
Our research-intensive approach focuses on uncovering what we believe to be attractive investments that meet our sustainability-related and “value” criteria. We embed sustainable investing considerations into our research process and portfolio construction to help us identify high quality investments with Sustainable Cash Flow Advantages.
Valuation
We find value opportunities in durable and sustainable free cash flow businesses that maintain prudent capital structures and exhibit capital discipline.

AUDIO UPDATES

The Portfolio Managers discuss the portfolio’s performance and positioning for the fourth quarter 2025, as well as their outlook for the strategy.

^{Disclosures can be found}^here

Previous Quarters ▼

2025 - Quarter 3

2025 - Quarter 2

2025 - Quarter 1

2024 - Quarter 4

INSIGHTS

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