Brown Advisory has launched its US Sustainable Value Fund.
Brown says the fund invests in US companies that have durable fundamental strengths, exhibit capital discipline, with attractive valuations and that also benefit from sustainable competitive advantages. It uses Brown’s ‘3P’ investment filter, which focuses on how companies manage their People, Process and Product. The fund is governed by Article 8 of the Sustainable Finance Disclosure Regulation (SFDR) and is managed by Michael Poggi.
The strategy launched initially with a Mutual Fund in March 2023, followed by the [Dublin] UCITS Fund. The strategy is also available to investors globally as a separately managed account.
Katherine Kroll, Director of Equity ESG Research and Strategy says, “When assessing a company through an ESG lens, we seek to understand both its management of risks and its ability to execute on sustainable opportunities. Our Sustainable Investing philosophy is centred on a holistic view of a company, where we consider how ESG characteristics intersect with strong fundamentals to provide a competitively differentiated opportunity for investors.”