Brown Capital Management Small Company Fund Institutional Shares
BCSSX
NASDAQ
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Fund Information
Fund Type
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Inception Date
Open/Closed to New Investors
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Cash
Stock
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Non U.S. Stock
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Preferred
Convertible
Other
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Company Information
Provider
Brown Capital Management
Manager/Tenure
(Years)
(Years)
Keith A. Lee (32), Kempton M. Ingersol (24), Damien L. Davis (11), 3 others
Address
Brown Capital Management, LLC
Baltimore MD - 21202
Baltimore MD - 21202
Country
United States
Phone Number
--
Investment Strategy
The investment seeks long-term capital appreciation; current income is a secondary consideration in selecting portfolio investments. The fund invests at least 80% of its net assets in the equity securities of those companies with total operating revenues of $500 million or less at the time of the initial investment. It typically invests in common stocks. The advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies. The fund typically holds a portfolio of between 40 - 65 securities which the advisor believes have the potential for growth.