Fund Solutions

Brown Advisory Rolls Out US Sustainable Value Fund

Global independent investment management firm Brown Advisory has unveiled an Article 8 SFDR-compliant US Sustainable Value Fund. The US$131 billion AuM firm invests in a concentrated portfolio of companies that exhibit capital discipline, and what the firm deems to be “attractive valuations” which also benefit from “sustainable competitive advantages”. The fund targets competitive risk-adjusted returns while offering a margin of safety over a full market cycle. Logie Fitzwilliams, Head of International Business and Global Head of Sales at Brown Advisory, said: “Our clients expressed a need for more sustainable large-cap value exposure in their portfolios, and we’re eager to provide them with access to a strategy that embodies Brown Advisory’s proprietary fundamental and ESG research capabilities in a market with limited offerings within this space.” 

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