Brown Advisory Growth Equity Fund Institutional Shares (BAFGX)

Overview

This fund focuses on investing predominantly in equity securities of domestic companies, adhering to a strategy that targets at least 80% of its net assets, including any borrowed funds for investment purposes, in such financial instruments. The fund's strategy is inclined towards investing in companies that not only have shown a history of above-average earnings growth but also demonstrate the potential for sustainable growth moving forward. By concentrating on medium and large market capitalization companies—specifically, those with market capitalizations generally over $2 billion at the time of purchase—the fund aims to leverage the growth prospects of these more established entities.

Products and Services

• Equity Securities of Domestic Companies

  An investment product comprising shares of companies based within the country. This fund dedicates a major portion of its assets to acquiring stocks that are expected to offer above-average growth in earnings, reflecting the companies' robust financial health and growth trajectory.

• Medium and Large Market Capitalization Companies Investments

  Focuses on investing in companies with large and medium market capitalizations, typically those with valuations greater than $2 billion at the time of purchase. The selection criteria hinge on the potential for sustainable and above-average growth, leveraging the stability and growth potential inherent in more substantial companies.