Brown Advisory

Est. 1993
501-1,000 employees Financial Services

About Brown Advisory

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 900 colleagues worldwide, all of whom are equity owners of the firm.

Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C

Mutual Fund Website: https://www.brownadvisory.com/mf
Social Media Disclosures: https://www.brownadvisory.com/us/social-media-disclosures

Expertise

Investment Management, Strategic Advisory, Wealth Management, and Private Equity

138 results found

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From Builder To Investor: A Post-Sale Planning Paradigm For Business Owners
  • 11 Mar 2026

In our work with business builders, we often return to a simple idea: the best post-sale outcomes are rarely “post-sale” decisions. They are the result of a planning process that starts well before...

By Brown Advisory
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CIO Perspectives Podcast: SaaSpocalypse, the AI Death Star and Private Credit Indigestion
  • 05 Mar 2026

The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...

By Brown Advisory In Wealth Practice, Industry, Macro, Hedge Funds, Sustainability
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Mind the Inflection Points: Global & Active Management
  • 04 Mar 2026

The breadth of the investable universe is also an important consideration in global fixed income. As of 31 December 2025, the Bloomberg Global Aggregate Index is substantially larger than domestic...

By Brown Advisory In Fixed Income, Equities
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Introducing: Brown Advisory Global Value Select and International Value Select Strategies
  • 24 Feb 2026

These strategies share a common philosophy, process and objective. They are grounded in modern behavioural value investing, designed to uncover companies where market psychology has led to them tra...

By Brown Advisory In Equities, Sustainability, Portfolio Construction, Fixed Income
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Rethinking Benchmarks: What Are You Really Investing In?
  • 13 Feb 2026

Being among the top 10 today reflects current market leadership, but it is not a guarantee of durability. This perspective underpins our firm’s emphasis on diversification and business quality rath...

By Brown Advisory In Equities, Portfolio Construction
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2026 Asset Allocation Perspectives and Market Outlook
  • 13 Feb 2026

By Brown Advisory In Portfolio Construction
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2026 Asset Allocation Perspectives / Outlook
  • 29 Jan 2026

CLICK HERE TO READ THE REPORT →

By Brown Advisory In Portfolio Construction
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Unchartered Territory: 2026 Asset Allocation Perspectives / Outlook
  • 29 Jan 2026

CLICK HERE TO READ THE REPORT →

By Brown Advisory In Portfolio Construction
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CIO Perspectives Podcast: Bubble or a New Cycle?
  • 27 Jan 2026

The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. 

By Brown Advisory In Macro, Wealth Practice, Industry, Hedge Funds, Sustainability
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CIO Perspectives Podcast: Bubble or a New Cycle? Surging Small Caps, Red Hot Venture Markets and the Evolving Winners of AI
  • 27 Jan 2026

The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...

By Brown Advisory In Wealth Practice, Industry, Macro, Hedge Funds, Sustainability
Listen Now 
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Equity Beat: The Ringmaster
  • 21 Jan 2026

At CES, Jensen announced Alpamayo, the world’s first thinking, reasoning AV model that has been trained by a combination of human-generated and simulated data. It is designed to think through situa...

By Brown Advisory In Equities, Sustainability
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Revisiting U.S. Mid-Cap Equities: A Strategic Opportunity in a Time of Market Concentration
  • 21 Jan 2026

By Brown Advisory In Equities
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CIO Perspectives Podcast: Navigating Tariffs, Rate Cuts, AI, and Market Concentration: Themes for 2025 and Roadmap for 2026
  • 19 Dec 2025

The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...

By Brown Advisory In Wealth Practice, Industry, Macro, Hedge Funds, Sustainability
Listen Now 
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2025 Year-End Planning Letter
  • 17 Dec 2025

Global mobility has become an enduring feature of modern family and business planning. In 2025, a growing number of clients have considered cross-border moves – of people, assets, or both – as they...

By Brown Advisory In Portfolio Construction, Macro
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Equity Beat: 2025 Wrapped! This Year’s Surprises and Some Bold Predictions
  • 16 Dec 2025

2025 has been no less complex a year than others to forecast, driven by the shock of Liberation Day tariff announcements, followed by start-and-stop negotiations by country and the response of corp...

By Brown Advisory In Macro, Emerging Markets, Equities, Thematic / Megatrends, Industry
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Investing Amid Uncertainty: Turning Risk into Opportunity
  • 11 Dec 2025

In the investment classic Against the Gods, Peter Bernstein frames risk as an active choice rather than fate. He further asserted that “the riskiness of an investment…is measured by the probabilit...

By Brown Advisory In Portfolio Construction, Equities, Thematic / Megatrends
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Annual Planning Checklist
  • 25 Nov 2025

By Brown Advisory
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CIO Perspectives Podcast: AI, Active Management, and the Evolution of Investment Edge with Jordan Wruble
  • 24 Nov 2025

The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...

By Brown Advisory In Emerging Markets, Wealth Practice, Industry, Macro, Hedge Funds
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Equity Beat: Executive Pay - How C-Suite It Is!
  • 18 Nov 2025

Our research team spends considerable time thinking about the nuances of executive compensation, and whether these ample awards align with shareholders. John Bond, Technology sector analyst states,...

By Brown Advisory In Fixed Income, Equities, Sustainability, Portfolio Construction
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Mind the Inflection Points: Artificial Intelligence and Debt
  • 17 Nov 2025

The macroeconomic discussion surrounding AI can also be captured in Chart 3, which shows the S&P 500® Index market capitalization versus nominal U.S. GDP. It’s clear that current valuation far exce...

By Brown Advisory In Macro, Thematic / Megatrends, Fixed Income, Equities, Portfolio Construction
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