Key Topics
- the Brown Advisory Global Leaders Model
- objective to outperform the FTSE All World Index over a full market cycle (3-5 years)
- leaning towards growth
- high conviction 30-40 companies
In July 2022 LGTCrestone launched the Brown Advisory Global Leaders Model, a strategy that seeks to outperform the FTSE All World Index over a full market cycle (3-5 years) by targeting high quality companies with a high and sustainable return on invested capital (ROIC), priced at a discount to intrinsic value.
Brown Advisory believes that high quality companies that deliver superior outcomes for customers will generate attractive economics.
The investment team takes a style agnostic approach but focuses on quality, leaning the portfolio towards growth currently. The portfolio is concentrated and high conviction in nature, typically holding between 30-40 stocks.
Brown Advisory is a privately owned global investment management firm with approximately USD 150bn in assets under management. The firm employs over 800 employees worldwide, of which over 70 are investment professionals with an average of 15-years industry experience. The firm has built a strong asset management business, with core expertise in US equities. On the back of their US equity success, Brown Advisory launched the Global Leaders strategy (the Strategy) in 2015, leveraging their experienced team, strong process and research.
Guests speakers
Mick Dillon
Mick is a portfolio manager within the global equity team and is based in the firm’s London office. He joined Brown Advisory in 2014 from HSBC Global Asset Management in Hong Kong where he was the co-head of Asian equities. While at HSBC, he was responsible for managing a range of strategies: quality/dividend, large-cap and small-cap focused pan-Asian equity, as well as a number of country-specific strategies.
Walter Beckett
Walter serves as head of Asia Pacific for Brown Advisory. In April 2019 he relocated to Singapore to set up an office for the firm in order to serve its growing client base in the region. Prior to this he was based in London on the institutional sales and business development team.
