In September 2021, Brown Advisory launched the Sustainable Small-Cap Core (BIAYX) Mutual Fund. As we commemorate this three-year milestone, Portfolio Managers Emily Dwyer MacLellan, Christopher Berrier, David Schuster, and Tim Hathaway reflect on the Fund’s journey and the valuable lessons learned in sustainable investing within the small-cap asset class. Reaching the three-year mark underscores the investment team’s rigorous research, disciplined investment process, and unwavering commitment to long-term value creation for our clients. Learn more: https://lnkd.in/gtPrK_-v This material is for information purposes only. It is not an invitation to engage in investment activity. It is directed only to U.S. investors and to those to who may lawfully receive such material.
Brown Advisory
Financial Services
Baltimore, Maryland 21,524 followers
Thoughtful Investing
About us
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 49 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm. Mutual Fund Website: https://www.brownadvisory.com/mf Social Media Disclosures: https://www.brownadvisory.com/us/social-media-disclosures
- Website
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http://www.brownadvisory.com
External link for Brown Advisory
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Baltimore, Maryland
- Type
- Privately Held
- Founded
- 1993
- Specialties
- Investment Management, Strategic Advisory, Wealth Management, and Private Equity
Locations
Employees at Brown Advisory
Updates
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As our Sustainable Core and Tax-Exempt Sustainable Fixed Income strategies mark their 10-year anniversary, Portfolio Managers Amy Hauter, CFA and Stephen Shutz, CFA reflect on how the team and the strategies' investable universe has evolved since its launch. In this short audio update, they outline how essential the growth of the team’s specialized expertise and the strategies' holistic approach has led to investment opportunities and the overall ability to adapt in the new economic reality. Listen here: https://lnkd.in/guVFrQbk
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Brown Advisory reposted this
How do you keep tabs on consumer health outside of the traditional earnings season? I believe it’s simple, look at the key takeaways of the retailers – with a January fiscal year-end – that have reported their quarterly results in recent weeks! You can read more about this topic by subscribing to my LinkedIn Newsletter "Equity Beat", which features thoughts on equity markets broadly, and individual stocks more specifically, that reflect the conversations, interactions and analyses covered by our Equity Research team at Brown Advisory.
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Congratulations to our colleague, Evan Beck, CFA, on winning the U.S. Mid-Amateur Golf Championship! After coming up just short last year, we salute your very resilient and well-played stretch of golf. See you in Augusta! https://lnkd.in/gG6nf6E5
Sweet Redemption: Beck Claims U.S. Mid-Am for Elusive USGA Title
championships.usga.org
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As long-term investors and stewards of our clients’ capital, we seek to uncover and reflect on all kinds of quantitative and qualitative information to optimize our investment decisions. For this special Climate Week episode, Brown Advisory’s Karina Funk, CFA sits down with Dr. Ellen Stofan, Under Secretary for Science and Research at the Smithsonian Institution. They discuss the power of information and collaboration—especially in service of big questions around reducing carbon, promoting biodiversity, creating thriving communities, and discovering life beyond our solar system. Listen here, or wherever you get your podcasts: https://lnkd.in/gjQuqk4K
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In this latest piece, equity research analysts Victoria Schlotterback, CPA, Joseph Pasqualichio, and John Bond, CFA, explore how the rise of #GenAI is driving rapid growth in data center electricity consumption, posing both challenges and opportunities. Discover how tech giants like Amazon, Microsoft, and Google are positioned to transform our power systems. Learn more: https://lnkd.in/ga7sDZ2Q
The Data Center Balancing Act: Powering Sustainable AI Growth
brownadvisory.com
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Brown Advisory reposted this
I am proud to share that my colleague, Caroline Spillane Sacks, is a finalist for the 2024 Family Wealth Alliance Young Professionals Awards. The Young Professionals Awards are a way for Family Wealth Alliance, Inc. to honor the industry's rising stars who have demonstrated success in their careers and made significant contributions to the industry. I've been working with Caroline closely over the last 6 years and been amazed at her commitment to clients and financial literacy education for women and girls. Congratulations, Caroline!
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Brown Advisory reposted this
We enjoyed the opportunity to share Brown Advisory’s US equity capabilities with clients in HK last week! Thanks to Asian Private Banker for the well-run event, and to our PM Maneesh Bajaj for his honest & engaging presentation on our US Flexible Equity strategy!
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We are thinking about those who lost their lives, and their families and friends who mourn. We are thinking about the first responders who risked it all. We are thinking about the members of the military tasked with our security and protection. We are thinking about all those who currently find themselves in the middle of conflict, threat and violence. Today and every day, we appreciate the bonds that knit us all together.