About BASVX
Brown Advisory Sustainable Value Fund – Institutional Shares is a large value mutual fund with a core emphasis on long-term capital appreciation through investments in companies meeting both value and sustainability criteria. The fund primarily targets large-cap companies with proven durable fundamentals, disciplined capital management, attractive valuations, and what it identifies as a Sustainable Cash Flow Advantage. This approach seeks to balance financial rigor with environmental, social, and governance (ESG) factors, particularly focusing on companies that exhibit sustainable strategies centered on strong people, processes, and products. Portfolio management is characterized by a research-intensive and concentrated strategy, drawing on the manager’s extensive expertise in sustainable and large-cap value investing. The fund typically maintains a diversified allocation across sectors, including industrials, healthcare, financial services, and technology, with a significant portion of assets often concentrated in its top holdings. It is structured for institutional investors, offering competitive fees and targeting superior risk-adjusted returns over full market cycles while maintaining a strict adherence to its sustainability and value mandates.
Fund Family Brown Advisory
Category Large Value
Stock Exchange NASDAQ
Ticker Symbol BASVX
Share Class Institutional Shares
Index Index is not provided by Management Company
BASVX had a total return of -6.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.36%.
