Brown Advisory US Sustainable Growth Fund Sterling Class B Dis Shares

US Equities

New for 2020. Looks to tap into sustainable business strategies  

Brown Advisory US Sustainable Growth is interactive investor's active choice for US equity investors looking to invest in a sustainable manner. It has joined our Rated Funds for 2020 on that basis. The fund has consistently outperformed peers and the Russell 1000 Growth index.

Managers Karina Funk and David Powell test their stock selection against back-end screens to avoid certain controversial areas. The fund excludes companies that defy the United Nations' global compact principles, while its environmental, social and governance (ESG) screening process imposes limits on companies that derive more than 5% of revenue from tobacco, alcohol, gambling and the like. The fund falls into interactive investor's 'considers' category because it goes further than negative screening to consider a range of ethical and/or ESG issues or themes when balancing positive and negative factors.

Funk and Powell believe sustainable business strategies can drive a firm's financial performance and long-term share price through revenue growth, cost improvements and enhanced franchise value. The managers seek to identify durable businesses with fundamental strengths, sustainable competitive advantages and compelling valuations.

Narrative and ratings content all as of January 2020.  

See all Money Observer rated funds
Name
Brown Advisory US Sustainable Growth Fund Sterling Class B Dis Shares
Manager
Brown Adv (Ireland) Limited
Type
Open Ended Investment Company
ISIN
IE00BF1T6X55
Sector
North America
Launched
04/08/2017
OCF
0.98 %
Yield
0 %
Benchmark
Russell 1000 Growth NR USD
The objective of the Fund is to achieve capital appreciation by investing primarily in US equities.
Holding %
Amazon.com Inc 5.16 %
Microsoft Corp 5.05 %
American Tower Corp 4.80 %
Danaher Corp 4.74 %
Visa Inc Class A 4.61 %
UnitedHealth Group Inc 4.21 %
Intuit Inc 4.01 %
Thermo Fisher Scientific Inc 4.00 %
Alphabet Inc A 3.99 %
Verisk Analytics Inc 3.68 %
Region %
United States 97.20 %
Sector %
Technology 35.68 %
Healthcare 26.93 %
Consumer Cyclical 17.11 %
Industrials 6.48 %
Name
Brown Adv (Ireland) Limited
Address
Ireland, Ireland
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

David Powell
Joined 04/03/2017

Mr. David Powell, CFA, joined Brown Advisory’s equity research team in 1999, with a focus on companies in the energy and industrials sectors. Before joining the firm in 1999, he worked in investor relations at T. Rowe Price. Mr. Powell earned a B.A. from Bowdoin College. Mr. Powell holds the Chartered Financial Analyst designation.

Karina Funk
Joined 04/03/2017

Karina Funk, CFA, is portfolio manager of the Brown Advisory Large-Cap Sustainable Growth strategy, and Head of Sustainable Investing at Brown Advisory. Karina joined Brown Advisory in 2009 and has extensive investment experience spanning early-stage ventures to debt and public equities. She was previously an equity research analyst for Winslow Management Co, a principal at Charles River Ventures, and an investment manager at the Massachusetts Renewable Energy Trust.

Data provided by Morningstar.

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