About BIASX
The Brown Advisory Small-Cap Growth Fund Investor Shares is an actively managed mutual fund focused on achieving long-term capital appreciation. It invests primarily in the common stocks of small U.S. companies that the portfolio managers identify as having above-average growth potential through detailed fundamental analysis. Companies considered for inclusion typically have market capitalizations under $6 billion at purchase, and up to 20% of the fund’s assets may be allocated to international or emerging market firms, often via American Depository Receipts.
Key features of the fund include a concentrated portfolio built around firms that meet rigorous criteria for durable growth, strong corporate governance, and scalable go-to-market strategies. Sectors represented in the portfolio are broadly diversified, spanning healthcare, technology, consumer cyclical, financial services, and industrials. The fund’s management emphasizes risk mitigation by allocating across various sectors and business models and by conducting in-depth analysis of market leadership, product differentiation, and management alignment with shareholder interests.
Within the broader financial market, this fund plays a crucial role in providing access to the growth potential of smaller-cap companies, which often operate in dynamic and innovative industries. Its strategic focus addresses the unique inefficiencies and growth opportunities found in the small-cap segment.
Fund Family Brown Advisory Funds
Category Small Growth
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol BIASX
Share Class Investor Shares
Index Russell 2000 Growth TR
BIASX had a total return of 20.92% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.48%.
