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Brown Advisory Us Small Cap Blend Fund Dollar Class C Shares (0P00012OMC)
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24.570
+0.050
+0.20%
23/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 175.31M
Brown Advisory US Small Cap Blend Fund Dollar Clas
24.570
+0.050
+0.20%
- Overview
- Profile
- Historical Data
- Holdings
Brown Advisory Us Small Cap Blend Fund Dollar Class C Shares Overview
On this page you'll find an in-depth profile of Brown Advisory Us Small Cap Blend Fund Dollar Class C Shares. Learn about the key management, total assets, investment strategy and contact information of 0P00012OMC among other information.
Investment Strategy
The objective of the Fund is to achieve capital appreciation by investing primarily in U.S. equities.The Fund invests at least 80% of its net assets in equity securities of small U.S. companies. The Fund seeks to invest primarily in small companies which are listed or traded on the U.S. markets and exchanges listed in Appendix I of the Prospectus. Small companies are companies whose market capitalisations are equal to or less than $6 billion at the time the Fund purchases the issuer’s securities (“Market Capitalisation Range”). The Fund may invest in U.S. Rule 144A Securities, American and Global Depository Receipts, U.S. treasury bills, fixed and/or floating rate U.S. government securities and ancillary liquid assets subject to the limits set out in the Prospectus.
Contact Information
Address
5 Earlsfort Terrac
Ireland,
Ireland
Ireland,
Ireland
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| George J Sakellaris | Portfolio Manager | 2017 | Now |
| Biography | George is a portfolio manager of the Mid-Cap Growth strategy and an associate portfolio manager for the Small-Cap Growth strategy. Prior to joining the firm, he started and managed a small-cap growth strategy at Credo Capital Management and served as director of research and an analyst for GARP Research & Securities. | ||
| Christopher A. Berrier | Partner | 2013 | Now |
| Biography | Christopher Berrier has been the portfolio manager of the Small-cap Growth strategy since April of 2006 and the Mid-cap Growth strategy since inception. Prior to joining the firm in 2005, Chris was a senior equity analyst at T. Rowe Price, covering multiple sectors with a primary focus on small- and mid-capitalization growth companies. He received a B.A. in economics from Princeton University in 2000. | ||
| J. David Schuster | Equity Research Analyst, Portfolio Manager | 2013 | Now |
| Biography | J. David Schuster has been the Portfolio Manager and an Equity Research Analyst at Brown Advisory researching investment opportunities in the financial services sector since May 2008. Prior to joining Brown Advisory in May 2008, he worked as a Managing Director covering the financial services industry at Citigroup from September 2006 to April 2008. Prior to joining Citigroup, Mr. Schuster worked as a Managing Director in the financial institutions group at Lazard Freres & Co. since 1998. Mr. Schuster graduated with a BSBA in Accounting from Georgetown University in 1992. | ||
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