C
Brown Advisory Sustainable Growth Fund Advisor Shares BAWAX
NASDAQ
Recommendation
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Fund Information
Fund Type
Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
100
Minimum Subsequent Investment
100
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Performance
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Company Information
Provider
Brown Advisory Funds
Manager/Tenure
(Years)
Karina Funk (12), David B. Powell (12)
Address
Brown Advisory Incorporated
Baltimore MD - 21231
Country
United States
Phone Number
800-540-6807
Investment Strategy
The investment seeks to achieve capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of sustainable domestic companies. It invests primarily in the securities of medium and large capitalization companies that Brown Advisory LLC (the "Adviser") believes (1) have the fundamental strengths (strong financials and business models) to outperform their peers and deliver above-average earnings growth over a market cycle, (2) effectively implement Sustainable Business Advantages, and (3) have attractive valuations.