Brown Advisory Global Leaders: superior customer outcomes and behavioural finance

Deputy manager Bertie Thomson on Elite Rated Brown Advisory Global Leaders fund talks us through the funds four stage check-list process and we explore their focus on businesses which deliver ‘superior customer outcomes’ such as Visa and Mastercard. Ryan Lightfoot-Brown and Bertie also discuss how behaviour finance is used within the process and how the managers’ analyse their own choices using third party consultants.

The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.