About BAILX
Brown Advisory Sustainable International Leaders Fund Institutional Shares is an actively managed mutual fund focused on international equities. The fund seeks long-term capital appreciation by investing primarily in companies outside the United States that are considered sector or industry leaders, both in terms of financial fundamentals and sustainability practices. Emphasizing an integrated approach, the fund combines fundamental analysis with dedicated sustainable investment research to identify businesses with strong competitive advantages, robust growth prospects, and the ability to deliver high returns on invested capital over time. The investment strategy targets companies that effectively manage sustainability-related risks and leverage these efforts to reinforce their market position. The portfolio is relatively concentrated and diversified across various sectors and regions, typically holding around 35-38 stocks, with a significant allocation to the top holdings. Benchmarking its performance against the MSCI ACWI ex U.S. Index, the fund aims to deliver attractive, risk-adjusted returns by focusing on market leaders with both financial strength and a commitment to sustainability, aligning with growing investor demand for responsible international investment options.
Fund Family Brown Advisory
Category Foreign Large Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BAILX
Share Class Institutional Shares
Index MSCI AC World ex USA NR USD
BAILX had a total return of 5.81% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.59%.
