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Brown Advisory Tax Exempt Bond Fund Investor Shares (BIAEX)
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9.42
+0.01
+0.11%
- Morningstar Rating:
- Total Assets: 10.54M
Brown Advisory Tax Exempt Bond Investor
9.42
+0.01
+0.11%
- Overview
- Profile
- Historical Data
- Holdings
Brown Advisory Tax Exempt Bond Fund Investor Shares Overview
On this page you'll find an in-depth profile of Brown Advisory Tax Exempt Bond Fund Investor Shares. Learn about the key management, total assets, investment strategy and contact information of BIAEX among other information.
Investment Strategy
The investment seeks to provide a high level of current income exempt from Federal income tax by investing primarily in intermediate-term investment grade municipal bonds. The fund normally will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in securities the interest of which is exempt from Federal income taxes and that do not subject shareholders to the federal alternative minimum tax ("AMT"). It may invest up to 20% of its assets in securities that may fully subject shareholders to Federal income tax, including the AMT. The fund is non-diversified.
Contact Information
Address
901 S. Bond Street Suite 400
Baltimore,MD 21231
United States
Baltimore,MD 21231
United States
Phone
+1 8005406807
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Joshua R. Perry | Portfolio Manager/Analyst | 2017 | Now |
| Biography | Josh is a partner and portfolio manager and a municipal credit analyst on the fixed income team. He primarily focuses on tax-exempt credit analysis. Prior to joining the firm, he served as a fixed income credit analyst at Driehaus Capital Management. Prior to that he was a commodities analyst at Constellation. | ||
| Stephen M. Shutz | Portfolio Manager | 2012 | Now |
| Biography | Steve Shutz, CFA, is a portfolio manager and primarily concentrates on the management, trading and analysis of tax-exempt bonds. Prior to joining the firm, Steve was a vice president and assistant portfolio manager at Cavanaugh Capital Management (CCM) responsible for the trading of tax-exempt securities and portfolio analytics. Before joining CCM, he was a portfolio and research analyst at Merrill Lynch. Steve began his investment career at Legg Mason. | ||
| Monica M. Hausner | Head | 2014 | 2015 |
| Biography | Monica M. Hausner has been a fixed income portfolio manager since 1992. Ms. Hausner has been responsible for fixed income trading with a focus in tax-exempt bonds since 1997. Ms. Hausner has been with Brown and its predecessors since 1992 and has managed both cash management funds and separate accounts. Prior to joining Brown, she was a Vice President at First Maryland Asset Management. She received her B.S. from Towson University in 1983. | ||
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