BROWN ADVISORY INC

BROWN ADVISORY INC

BROWN ADVISORY INC
Last update 2021-02-16 995 Stocks (89 new)
Value $56.33 Bil Turnover 8 %
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BROWN ADVISORY INC Profile

Brown Investment is a private asset management company that was founded within the Alex Brown & Sons company in 1993 with a goal to “provide clients with first-class performance, strategic advice and the highest level of service.” In 1998, the company would become an independent firm that is wholly owned by its employees, creating Brown Investment Holdings in the same year to oversee the company’s subsidiaries. The next year, under the leadership of Mark Collins, director of private equity, the company would launch its private equity and mutual funds businesses. Brown Advisory would continue to grow organically, opening an office in Washington D.C. in 2001 and launching its institutional business in 2003. In 2008, the company would launch its Flexible Equity investment strategy under its Brown Investment Management subsidiary, continuing to expand its physical presence by opening an office in London. With a good international presence established, the company would utilize acquisitions to help facilitate growth, adding Winslow Management in 2009, Cavanaugh Capital Management in 2010, and CDK Investment Management in 2012. In that year, the company would also launch TouchPoint, its client web portal. Brown Advisory continues its focus on growth and expansion today, acquiring Highmount Capital in 2015 and adding and improving its line of products and services. The company currently has highest asset allocations in the information technology sector, with other assets invested in the health care, industrials, finance, consumer discretionary, and consumer staples sectors, among smaller allocations in others, in order of amount allocated. Brown Advisory has a current market value of approximately $31.4 billion, an impressive growth from its $25 billion evaluation just two years before. Some of the company’s notable mutual funds include its Equity Income Fund, Small Cap Fundamental Value Fund, Sustainable Growth Fund, WMC Japan Alpha Opportunities Fund, and Value Equity Fund.

BROWN ADVISORY INC Investing Philosophy

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