Brown Advisory Sustainable International Leaders Fund Institutional Shares (BAILX)

Overview

The company operates as an investment fund focused on sustainable investment criteria. It adopts a global investment approach, aiming to allocate a significant portion of its assets in equity securities globally, based on rigorous sustainable investment criteria. The fund endeavors to invest at least 80% of its net assets, including borrowings for investment purposes, in equity securities that meet its sustainability standards. With a keen eye on global diversification, the fund commits to investing a substantial portion of its assets outside the United States, adhering to a flexible strategy that adjusts its international exposure based on prevailing market conditions. This approach underscores its commitment to fostering sustainable and responsible investing across a broad geographic spectrum. The fund positions itself to yield benefits from diverse markets by holding securities from issuers located in at least three countries, emphasizing its global investment ethos and focus on contributing to sustainable economic practices worldwide.

Products and Services

• Sustainable Investment in Equity Securities

  This service involves the allocation of at least 80% of the fund's net assets in equity securities that align with its sustainable investment criteria. By focusing on sustainable equity investments, the fund aims to contribute positively to the environment and society, while seeking to generate financial returns for its investors. This approach reflects a commitment to integrating environmental, social, and governance (ESG) considerations into investment decisions.

• Global Investment Strategy

  The fund adopts a global investment strategy, committing to invest a minimum of 40% of its assets outside the United States under normal market conditions. In less favorable market conditions, the fund adjusts this minimum to 30%. This strategy enables the fund to tap into international markets, diversifying its investment portfolio across different regions and economies. The intention is to leverage global market opportunities while also spreading investment risk.

• Geographic Diversification

  Emphasizing geographic diversification, the fund ensures that it holds securities of issuers located in at least three countries. This aspect of the fund’s strategy is vital for spreading risk and enhancing the potential for returns by tapping into a variety of economies and market sectors globally. Geographic diversification is a cornerstone of the fund's approach to achieving a balanced and resilient investment portfolio.