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. By viewing the documents on this page, you confirm and accept that you are an institutional client and are acting on behalf of your client as their authorized advisor or are seeking information as a representative of an institution and that you have read and understood the terms on which the information is being provided. The information in this section of the website is for information purposes only and does not constitute a recommendation or investment advice to buy or sell securities. 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. The contents of this section of the website have not been prepared for the benefit of investors outside the United States. They are not directed at any person or entity elsewhere, nor are they intended for distribution or to be used by any person or entity outside of the United States. In some countries, the distribution of information in this section of the website may be restricted: it is your responsibility to find out what those restrictions are and to observe them. Brown Advisory cannot be liable for a breach of such restrictions. Non-U.S. investors should consider their local regulations before considering investment.