About BISVX
The Brown Advisory Sustainable Value Fund Investor Shares is a mutual fund focused on achieving long-term capital appreciation by investing primarily in large market capitalization companies. The fund employs a value-oriented approach while emphasizing sustainability, seeking out organizations with durable fundamental strengths, capital discipline, attractive valuations, and a Sustainable Cash Flow Advantage (SCFA). This SCFA is identified through a proprietary “3P” filter that evaluates people, processes, and products—attributes believed to drive both financial and sustainability-related outcomes. With a concentrated portfolio, the fund aims for competitive risk-adjusted returns over a full market cycle, maintaining a margin of safety for its investors. Notable sectors represented in the portfolio include basic materials, industrials, technology, healthcare, and utilities, reflecting a diverse allocation across industry leaders with a focus on long-term, responsible growth. The fund integrates fundamental and sustainable investment research to identify high-quality companies that align with its value and sustainability criteria, providing a comprehensive approach to socially conscious investing in the large-cap space.
Fund Family Brown Advisory
Category Large Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BISVX
Share Class Investor Shares
BISVX had a total return of 20.06% in the past year, including dividends. Since the fund's
inception, the average annual return has been 17.27%.
