About BAGAX
The Brown Advisory Growth Equity Fund Advisor Shares is a mutual fund focused on investing primarily in U.S. large-cap growth companies. Its strategy centers on constructing a concentrated portfolio of fundamentally strong businesses that demonstrate the potential for above-average, sustainable earnings growth. The fund employs a bottom-up research approach, selecting stocks based on in-depth analysis of company business models, industry positioning, and macroeconomic factors. While the majority of assets are allocated to domestic equities, the fund may also invest up to 15% in non-U.S. securities, mainly through American Depository Receipts. Portfolio management emphasizes a disciplined “one in, one out” investment process, ensuring continuous competition among holdings to maintain an optimized lineup. This fund aims to identify companies capable of maintaining high growth rates through various market cycles, impacting sectors such as technology, healthcare, consumer discretionary, and financial services. By concentrating assets in its top holdings, the fund seeks to maximize exposure to its highest-conviction ideas, playing a specialized role in the broader large-cap growth segment of the financial market.
Fund Family Brown Advisory Funds
Category Large Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BAGAX
Share Class Advisor Shares
Index Russell 1000 Growth TR
BAGAX had a total return of -12.00% in the past year, including dividends. Since the fund's
inception, the average annual return has been 30.35%.
