About BAQAX
Brown Advisory Emerging Markets Select Fund Advisor Shares is a mutual fund designed to provide total return by investing primarily in equity securities of companies established or operating in emerging markets. Its investment approach targets well-capitalized firms across diverse regions like Latin America, Asia (excluding Japan), Eastern Europe, Africa, and the Middle East. The fund takes a bottom-up, research-driven approach, focusing on companies with strong management, sound governance, and robust business models that are considered capable of long-term growth. There are no restrictions based on company size, allowing flexibility in stock selection across the emerging markets universe. The portfolio is diversified across sectors, with notable allocations to technology, communication services, consumer cyclical, and financial services. The fund is characterized by a relatively high level of portfolio turnover and a competitive yield, positioning it as an option for investors seeking exposure to the dynamic and often volatile emerging markets equity space. The strategy emphasizes risk-adjusted returns and seeks opportunities during market pullbacks, aiming to capture value in companies temporarily trading below their historical earnings potential.
Fund Family Brown Advisory Funds
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BAQAX
Share Class Advisor Shares
Index MSCI EM (Emerging Markets) NR USD
BAQAX had a total return of 32.50% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.19%.
