About BIAGX
The Brown Advisory Growth Equity Fund Investor Shares is an actively managed mutual fund focused on achieving capital appreciation by investing primarily in U.S. large-cap growth companies. The fund consists of a concentrated portfolio, selecting fundamentally sound businesses with the potential for above-average, sustainable earnings growth. Employing a bottom-up approach, its management team prioritizes deep fundamental research to identify companies with durable business models, capable leadership, and compelling positions within their industries. While the majority of assets are allocated to domestic equities, the fund may invest up to 15% in non-U.S. securities, often through American Depository Receipts. Its top holdings frequently include leading firms from technology, consumer cyclical, healthcare, and financial sectors, reflecting its focus on innovative and market-leading enterprises. Managed since inception by Kenneth M. Stuzin since 1999, the fund’s disciplined portfolio construction emphasizes maintaining a rigorous selection process where existing and prospective holdings continuously compete for capital allocation. In the broader financial market, the fund is recognized for its focus on companies with high growth potential, aiming to provide investors exposure to dynamic sectors of the U.S. economy while maintaining a selective, research-driven approach.
Fund Family Brown Advisory Funds
Category Large Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BIAGX
Share Class Investor Shares
Index Russell 1000 Growth TR
BIAGX had a total return of -10.81% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.40%.
