About BIALX
Brown Advisory Global Leaders Fund Investor Shares is an actively managed mutual fund focused on achieving long-term capital appreciation by investing predominantly in global equities. The fund targets companies identified as leaders within their industry or country, specifically those with strong competitive advantages and the ability to deliver high relative returns on invested capital over time. Its portfolio typically consists of mid- and large-cap firms, emphasizing a concentrated selection characterized by low turnover and high conviction positions.
At least 80% of the fund’s assets are allocated to equity securities, with a mandate to hold a significant international component—typically at least 40% outside the United States under normal circumstances. The portfolio spans multiple sectors, including technology, financial services, consumer defensive, healthcare, and industrials, with top holdings in companies like Microsoft, Deutsche Boerse, Unilever, and Roche. The fund seeks to provide investors with exposure to high-quality, resilient businesses across both developed and emerging markets, maintaining diversification by holding securities from issuers in at least three countries at any given time. Its approach appeals to investors seeking disciplined global equity exposure with an emphasis on market leadership and fundamental soundness.
Fund Family Brown Advisory Funds
Category World Large-Stock Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol BIALX
Share Class Investor Shares
Index MSCI AC World NR USD
BIALX had a total return of 5.86% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.37%.
