Brown Advisory Flexible Equity Fund Advisor Shares(BAFAX)

Company Overview

Brown Advisory Flexible Equity Fund Advisor Shares

NASDAQ

📍United States

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The Brown Advisory Flexible Equity Fund Advisor Shares is an actively managed mutual fund focused on achieving long-term capital growth. Its primary strategy is to invest at least 80% of its net assets in a diversified portfolio of equity securities, primarily targeting medium- and large-cap companies with strong or improving business fundamentals whose share prices the management team believes do not fully reflect these positive attributes. The fund is known for its flexible approach, seeking opportunities across both value and growth segments and spanning a broad universe of industries and sectors. While the majority of its investments are in U.S. companies, the fund may allocate up to 15% of its assets to non-U.S. securities, typically through American Depository Receipts. The portfolio is moderately concentrated, with top holdings often drawn from leading technology, financial, and healthcare firms. Emphasizing businesses with durable competitive advantages, capable management, and sound capital allocation, the Brown Advisory Flexible Equity Fund plays a significant role for investors seeking broad, active exposure to quality U.S. equities with selective international diversification.