The investment seeks to achieve capital appreciation. Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of large-cap companies. It seeks to invest in companies at discounts to their business value, which the advisor considers to be the present value of sustainable free cash flow. The fund may invest up to 20% of its net assets in foreign securities. It is non-diversified.
Fund filings (PDF) »
Glenn Fortin (Started: Feb 13, 2018)
Rui Cardoso (Started: Feb 13, 2018)
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Brown Advisory Incorporated, 901 S. Bond Street Suite 400, Baltimore, Maryland 21231, USA