Brown Advisory Sustainable Value Fund Investor Shares (BISVX)

Overview

The company operates as an investment fund with a clear focus on sustainable investing. By adhering to its sustainable investment criteria, the advisor seeks to not only achieve the fund’s investment objective but also ensure that investments align with specific environmental, social, and governance (ESG) principles. Focusing on equity securities, the fund primarily targets investments in large market capitalization companies, which are defined by the adviser as those having market capitalizations generally exceeding $3 billion at the time of purchase. This approach reflects a strategy designed to balance investment growth with the commitment to sustainable and responsible investing.

Products and Services

Under its investment guidelines, the company offers a distinctive blend of products and services tailored to meet the investors' dual objectives of financial return and sustainable impact:

• Equity Securities Investments:

  The core offering involves investing at least 80% of the fund's net assets, including borrowings for investment purposes, in equity securities. These securities are selected based on their ability to meet the fund’s sustainable investment criteria, reflecting a commitment to sustainable and responsible investing principles.

• Sustainable Investment Criteria:

  Investments are carefully selected to align with specific environmental, social, and governance (ESG) criteria. This ensures that the fund not only seeks financial return but also contributes positively to societal goals, including environmental sustainability, social justice, and ethical governance.

• Large Market Capitalization Focus:

  The fund predominantly invests in large market capitalization companies, which are typically those with market caps over $3 billion. This strategy leverages the stability and growth potential of established companies while aligning with the fund’s sustainable investment ethos.