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Brown Advisory launches small-cap blend fund

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Independent investment management firm Brown Advisory has launched a US Small-Cap Blend Fund under its Dublin-UCITS umbrella. 

 
The fund offers investors broad exposure to the US small-cap universe by combining Brown Advisory’s US Small-Cap Growth and US Small-Cap Value strategies.
 
Logie Fitzwilliams (pictured), head of Brown Advisory’s international business, says: “Over the past few years we have seen a number of US small-cap funds close to new investors and others move up the market-cap spectrum. This has left UK investors who want broad US small-cap exposure with limited options.
 
“We believe the small-cap environment remains attractive given the relative stability of the US economy and the fact that small-cap companies generally have greater domestic revenues than their large-cap peers.  In addition, corporate balance sheets are stocked with record amounts of cash so an acceleration in M&A is a possible catalyst for unlocking further potential upside in small-caps.”
 
The US Small-Cap Blend Fund will be sub-advised by the management teams of Brown’s US Small-Cap Growth and US Small-Cap Value strategies. The combined strategy will produce a portfolio of around 100 US small-cap stocks.  Both underlying strategies employ a rigorous fundamental approach supported by a team of 16 equity analyst based in Baltimore, US. 
 
Chris Berrier, the Small-Cap Growth portfolio manager, says: “At Brown Advisory, we are ardent believers in building long-term oriented, relatively concentrated portfolios through rigorous, fundamental bottom-up due diligence.
 
“Through the combination of our two domestic small-cap strategies, we are able to continue to adhere to our firm’s philosophy while delivering a portfolio that is more diversified, style-agnostic and generally more reflective of the broader US small-cap landscape as represented by the Russell 2000 Index.”

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