Brown Advisory US Smaller (LSE:BASC) 3-1 Month Momentum %: 13.38% (As of Jul. 28, 2026)

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LSE:BASC Brown Advisory US Smaller Companies PLC LSE:BASC
41 GF Score
Price £16.20
! 2 Warning Signs
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What is Brown Advisory US Smaller 3-1 Month Momentum %?

Brown Advisory US Smaller LSE:BASC +0.78% 41 3-1 Month Momentum % is 13.38% as of Jul. 28, 2026. GuruFocus rates LSE:BASC with a GF Score™ of 41/100. The stock has 2 warning signs investors should review. Among 1,635 Asset Management companies, Brown Advisory US Smaller ranks better than 90.95% on this metric.

3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-28), Brown Advisory US Smaller's 3-1 Month Momentum % is 13.38%.

The industry rank for Brown Advisory US Smaller's 3-1 Month Momentum % or its related term are showing as below:

LSE:BASC's 3-1 Month Momentum % is ranked better than
90.95% of 1635 companies
in the Asset Management industry
Industry Median: -1.17 vs LSE:BASC: 13.38

Brown Advisory US Smaller  (LSE:BASC) 3-1 Month Momentum % Explanation

Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.

The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.


Brown Advisory US Smaller 3-1 Month Momentum % Related Terms


LSE:BASC vs BLK, BX, KKR: 3-1 Month Momentum % Comparison

For the Asset Management subindustry, Brown Advisory US Smaller's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Brown Advisory US Smaller 3-1 Month Momentum % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Brown Advisory US Smaller's 3-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where Brown Advisory US Smaller's 3-1 Month Momentum % falls into.


LSE:BASC
41GF Score
Brown Advisory US Smaller Companies PLC LSE:BASC
3-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
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Brown Advisory US Smaller  (LSE:BASC) 3-1 Month Momentum % Calculation

3-1 Month Momentum % is calculated as following:

3-1 Month Momentum %=( Price 1-month ago / Price 3-month ago - 1 ) * 100 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about 3-1 Month Momentum % →
What does a 3-1 Month Momentum % of 13.38% mean?
Brown Advisory US Smaller (LSE:BASC) has a 3-1 Month Momentum % of 13.38% as of Jul. 28, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Brown Advisory US Smaller and its competitors. According to the industry distribution chart, Brown Advisory US Smaller ranks #148 out of 1635 companies in the Asset Management industry, placing it in the top 9.1%.
Is Brown Advisory US Smaller's 3-1 Month Momentum % too high?
Brown Advisory US Smaller's current 3-1 Month Momentum % is 13.38%. Based on the distribution chart, Brown Advisory US Smaller ranks #148 out of 1635 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Brown Advisory US Smaller has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does Brown Advisory US Smaller's 3-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, Brown Advisory US Smaller ranks #148 out of 1635 companies for 3-1 Month Momentum %. This places Brown Advisory US Smaller in the top 9% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Brown Advisory US Smaller and its competitors. Brown Advisory US Smaller's current 3-1 Month Momentum % is 13.38%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Brown Advisory US Smaller stock overvalued right now?
Brown Advisory US Smaller (LSE:BASC) has a current 3-1 Month Momentum % of 13.38%. The current 3-1 Month Momentum % is 13.38%. Brown Advisory US Smaller's overall GF Score™ is 41/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Brown Advisory US Smaller (LSE:BASC), the current 3-1 Month Momentum % is 13.38% as of Jul. 28, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Brown Advisory US Smaller Business Description

Address 140 Aldersgate Street, 4th Floor, London, GBR, EC1A 4HY
Brown Advisory US Smaller Companies PLC is an investment trust. The company's main business is portfolio investment. Its investment objective is to achieve long-term capital growth by investing in a diversified portfolio of quoted U.S. smaller and medium-sized companies. The company's investing approach is long-term quality companies with limited downside risk. It focuses on capital preservation and a risk-averse approach. The company invests in consumer discretionary, consumer staples, energy, financial services, healthcare, materials and processing, producer durables, technology, and utilities sectors.
41GF Score

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3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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