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14th May 2015

Brown Advisory US Flexible Equity awarded the Elite Rating

Managed by Hutch Vernon and his co-manager, Mike Foss, the unconstrained, multi-cap US equity fund was launched in the UK in 2014,and its strategy is based on a parallel fund, managed by the duo for more than 20 years in the United States. They are supported by a team of 21 analysts and fund managers.

By keeping the mandate flexible, Brown Advisory US Flexible Equity can invest in companies that offer both value and growth opportunities, which means the fund has the potential to do well in all types of market scenarios. As a result, it is one of the few US equity funds which has consistently outperformed the S&P 500 over long periods of time.

The fund is usually very concentrated in 35-55 companies, generally invested in medium-to-large-cap stocks, and turnover is low. Their approach tends to result in the fund lagging slightly in strong markets but falling less when markets go down. Over time this has led to index-beating returns.

Juliet Schooling Latter, director at FundCalibre said: “Finding funds with long-term outperformance of the S&P 500 is very difficult and this strategy has done just that over 25 years. With very experienced fund managers, a strong team of analysts, it has delivered good returns in both up and down markets. A strong candidate for those looking for core US equity fund.”


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