Brown Advisory Sustainable Growth Fund Investor Shares (BIAWX)

Overview

The fund, managed by Brown Advisory LLC, focuses on investing primarily in the equity securities of sustainable domestic companies that show promise of outperforming their peers and delivering above-average earnings growth across market cycles. This investment strategy emphasizes selecting companies with robust financial health and business models, which not only exhibit Sustainable Business Advantages but are also valued attractively in the market. The fund commits at least 80% of its net assets (including any loans taken for investment purposes) towards these investments, specifically targeting medium and large capitalization companies that align with the Advisor's criteria for financial strength, sustainability practices, and market valuation.

Products and Services

• Equity Securities of Sustainable Domestic Companies:

  Investments are concentrated on equity securities, such as stocks, of domestic companies that demonstrate sustainable practices. These companies are selected based on their ability to maintain high standards of environmental, social, and governance (ESG) criteria, alongside strong financials and business models, expected to outperform their industry peers over the long term.

• Medium and Large Capitalization Company Investments:

  The fund primarily targets investments in medium to large cap companies. These companies are generally considered to have a stable financial status with a higher potential for growth and sustainability in operations. By focusing on these companies, the fund seeks to leverage the balance of growth potential and risk associated with established firms that have the capacity to implement Sustainable Business Advantages.

• Focus on Fundamental Strengths and Attractive Valuations:

  Essential to the fund's strategy is the investment in companies that not only have robust financials and sustainable business models but also trade at valuations considered attractive by Brown Advisory LLC. The aim is to identify companies that are not just leaders in sustainability but also represent sound investment value, with the potential for above-average earnings growth across market cycles.