Brown Advisory has launched a best ideas portfolio, combining three of its US equity strategie...
Brown Advisory has launched a best ideas portfolio, combining three of its US equity strategies. The American fund will employ a fixed allocation, which will be rebalanced quarterly. Richard Bernstein, manager of the group’s US Equity Value fund is responsible for 40% of the portfolio, as is Kenneth Stuzin, who runs the US Equity Growth offering. Timothy Hathaway and Christopher Berrier, co-managers of the group’s US Smaller Companies portfolio, will manage the remaining 20%. Logie Fitzwilliams, director of Brown Advisory’s said: “We believe the American fund gives investors comprehe...
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