Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
June's AI-picked stock updates now live. See what's new in Tech Titans, up 28.5% year to date. Unlock Stocks
Brown Advisory Small-cap Fundamental Value Fund Institutional Shares (BAUUX)
Add to/Remove from Watchlist
Add to Watchlist
30.85
+0.36
+1.18%
- Morningstar Rating:
- Total Assets: 734.64M
Brown Advisory Small-Cap Fdmtl Val Instl
30.85
+0.36
+1.18%
- Overview
- Profile
- Historical Data
- Holdings
Brown Advisory Small-cap Fundamental Value Fund Institutional Shares Overview
On this page you'll find an in-depth profile of Brown Advisory Small-cap Fundamental Value Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of BAUUX among other information.
Investment Strategy
The investment seeks to achieve long-term capital appreciation. The fund normally invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities of small capitalization companies. Equity securities include common stock, preferred stock, equity-equivalent securities such as convertible securities, stock futures contracts, equity options, other investment companies, ADRs, REITs and ETFs, and the Adviser may also invest in private placements in these types of securities. Small companies are companies whose market capitalizations are generally less than $6 billion at the time of purchase.
Contact Information
Address
901 S. Bond Street Suite 400
Baltimore,MD 21231
United States
Baltimore,MD 21231
United States
Phone
+1 8005406807
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| J. David Schuster | Equity Research Analyst, Portfolio Manager | 2008 | Now |
| Biography | J. David Schuster has been the Portfolio Manager and an Equity Research Analyst at Brown Advisory researching investment opportunities in the financial services sector since May 2008. Prior to joining Brown Advisory in May 2008, he worked as a Managing Director covering the financial services industry at Citigroup from September 2006 to April 2008. Prior to joining Citigroup, Mr. Schuster worked as a Managing Director in the financial institutions group at Lazard Freres & Co. since 1998. Mr. Schuster graduated with a BSBA in Accounting from Georgetown University in 1992. | ||
| Michael Poggi | Associate Portfolio Manager/Analyst | 2009 | 2011 |
| Biography | Michael Poggi, CFA, is an associate portfolio manager for the Small-Cap Fundamental Value strategy and an equity research analyst covering both the industrial and media/telecommunications sectors. | ||
| Doron S. Eisenberg | equity Research Analyst, Research Analyst | 2008 | 2009 |
| Biography | Eisenberg has been an equity research analyst researching investment opportunities in the technology sector for Brown's growth and value strategies since 2002. He is also a contributing research analyst for Brown Advisory Opportunity Fund. Prior to joining Brown in 2002, Eisenberg worked in New York at Slattery Skanska, Inc. as an equity analyst and at Carret & Company as an engineering project analyst from 1995 to 2000. Eisenberg holds the Chartered Financial Analyst designation. | ||
Write your thoughts about Brown Advisory Small-cap Fundamental Value Fund Institutional Shares
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review