The Brown Advisory American Fund (Dublin-based UCITS III structure) is a core strategy that seeks to produce superior returns through a combination of Brown Advisory in-house strategies. The fund will be sub-advised by three in-house management teams combining the Brown Advisory Equity Value Strategy, the Brown Advisory Equity Growth Strategy and the Brown Advisory Smaller Companies Strategy.
The allocation to each strategy will be fixed at 40% Equity Value, 40% Equity Growth and 20% Smaller Companies. This allocation will be rebalanced quarterly. By combining these three strategies, we believe we can provide investors with access to “best in breed” American companies regardless of their size or style. The returns gained from our American Fund are thus maximised by neutralising the size and style influence on returns. We believe, therefore, that the differentiation offered by combining all three portfolios gives risk-aware investors peace of mind over different investment climates.