Investment approach

Our investment approach seeks outperformance through a concentrated, low-turnover portfolio of companies with:

  • Best-in-breed business models
  • Attractive valuations
  • Strong or improving sustainable opportunities, stemming from underlying Sustainable Drivers from a company’s products, services or operations

Strategy profile

Sustainable Drivers are characteristics that we believe have potential to drive tangible positive outcomes, in terms of financial performance and environmental and social impact. We believe that our integration of fundamental and ESG research adds an informational edge to our investment process that helps us identify quality investments.

The strategy will seek to balance growth-oriented and value-oriented holdings to achieve a core portfolio.

Our strategy is based on deep experience in the U.S. small-cap space and our commitment to sustainable investing, both of which underpin a distinctive approach to research that seeks to identify compelling long-term investments.

Vehicle: Separately Managed Account, Mutual Fund.


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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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