Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Brown Advisory US Equity Growth B USD Dist

Ranked 851 out of 1896 in - North America over 12 months
All calculations are in USD unless stated

Managed by

Kenneth M. Stuzin

Kenneth M. Stuzin graduated from Columbia University with a MBA. He is currently a partner at Brown Advisory where he is responsible for managing large cap growth portfolios and is an equity research analyst. Prior to this he was a vice president and portfolio manager at JP Morgan Asset Management where he was a large cap portfolio manager. Before this he was a quantitative portfolio strategist. Kenneth is a CFA Charterholder.

Objective

The Fund aims to achieve capital appreciation by investing in medium and large-sized companies listed or traded on US markets and exchanges, generally whose total market values are above USD 2 billion and that have demonstrated an above-average rate of earnings growth over the last few years with prospects for above-average, sustainable growth in the future.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

North America over : 31/07/2015 - 31/07/2016
  • Rank 851/1896 Total Return
  • Rank 876/1896 Standard Deviation
  • Rank 536/1896 Max Drawdown
Fund Name Currency Return
850 DFA Tax-Managed US Marketwide Value Portfolio;Inst USD

0.7%

851 Neuberger Berman Focus Fund;Investor USD

0.7%

851 Century Shares Trust;Institutional USD

0.7%

851 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

0.7%

Fund Name Currency Risk
876 STANLIB Offshore America USD

15.8

876 Wells Fargo Large Company Value Fd;Adm USD

15.8

876 RS Growth Fund;A USD

15.8

876 John Hancock Alpha Opportunities Fund;NAV USD

15.8

876 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

15.8

Fund Name Currency Loss
535 Brown Advisory Growth Equity Fund;Investor USD

-9.5%

536 Aviva Amerique USD

-9.5%

536 Fidelity Dividend Growth Fund USD

-9.5%

536 Madison Large Cap Value Fund;A USD

-9.5%

536 Oppenheimer Main Street Select Fund;A USD

-9.5%

536 Multifondo America A, FI

Currency exposure is hedged

Currency exposure is hedged

EUR

-9.5%

536 Federis ISR Amerique USD

-9.5%

536 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

-9.5%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -1.5% -0.5%
2015 6.5% 3.9% 0.7% -5.2% 7.4%
2014 5.9% -0.2% 1.7% -0.3% 4.7%
2013 28.6% 9.3% 0.9% 7.9% 8.1%
2012 15.5% 17.5% -7.9% 7.6% -0.9%
2011 -0.8% 5.8% 0.7% -16.4% 11.4%
2010 23.8% 5.9% -7.9% 13.7% 11.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2016

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 4.79
Visa Inc ORD 4.43
Facebook Inc ORD 4.37
Starbucks Corp ORD 4.09
Danaher Corp ORD 4.07
Costco Wholesale Corp ORD 3.81
Bristol-Myers Squibb Co ORD 3.71
Intuitive Surgical Inc ORD 3.58
Estee Lauder Companies Inc ORD 3.57
Ecolab Inc ORD 3.47
30/06/2016

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Norway
  8. Singapore
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date02/11/2009
  • Share Class size262Mn
  • Base currencyUSD
  • ISIN IE00B0PVD865
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment3Mn

Charges

  • Annual management0.75%
  • Initial investment0

Related News

US growth star reluctantly ups shale exposure

Euro Stars A-rated manager Kenneth Stuzin seeks indirect exposure to growing sector but stresses commitment to traditional energy plays.

Independence Day: can the US still drive global recovery?

It's the Fourth of July, as the country celebrates Citywire Global asks the top performers in US equity whether it is still an independent global powerhouse?

Investing in the US is a balancing act, say top manager trio

Brown Advisory's top US equity manager trio give their views of Europe's crisis and why European investors are hard to please.

Market ‘short-termism’ blurs true performance, says top rated US manager

The market is fickle so beware of short-term returns, says Euro Stars manager Ken Stuzin of Brown Advisory.

My selection winners

Fund selector Sébastien Boulet of French firm HDF Finance reveals the US equity funds that have surpised on the upside.

The US firms that are testing their staying power

Citywire analysis takes a look at three US managers who have been active in Europe for a number of years and assesses their prospects of improving their presence.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).