Fund info

The Brown Advisory Mid-Cap Growth Fund Institutional Class is a U.S.-domiciled mutual fund that targets long-term capital appreciation by investing primarily in the common stocks of domestic mid-cap companies. The fund is actively managed and differentiates itself through a concentrated portfolio approach, focusing on companies with strong growth potential, sound governance, and scalable business models. Portfolio managers conduct rigorous fundamental analysis to identify businesses that demonstrate durable growth characteristics, competent management teams, and effective strategies to expand revenues and margins over time. The fund’s sector exposures often emphasize technology, healthcare, industrials, and select real estate and energy holdings, reflecting its search for innovative, market-leading firms. It maintains flexibility to invest up to 20% of its assets in non-U.S. securities, broadening its opportunity set. Typically, the fund is benchmarked against the Russell Midcap Growth Index, and it is supported by Brown Advisory’s deep research resources and disciplined investment process. Its institutional class is designed for sophisticated investors seeking exposure to the mid-cap growth segment with competitive fee structures and a focus on downside protection and long-term value creation.