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Brown Advisory US Equity Growth USD B Dist

Ranked 122 out of 1893 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 : 31/12/2014 - 31/12/2015
  • Rank 122/1893 Total Return
  • Rank 831/1893 Standard Deviation
  • Rank 204/1893 Max Drawdown
Fund Name Currency Return
120 Nuveen Winslow Large-Cap Growth Fund;I USD

6.5%

121 AQR Large Cap Defensive Style Fund;I USD

6.5%

122 Brown Advisory US Equity Growth USD B Dist

Currency exposure is hedged

Currency exposure is hedged

USD

6.5%

123 Fidelity Contrafund USD

6.5%

124 Dreyfus Research Growth Fund;Z USD

6.5%

Fund Name Currency Risk
831 Nordea North America Fund USD

13.9

831 Brown Advisory US Equity Growth USD B Dist

Currency exposure is hedged

Currency exposure is hedged

USD

13.9

831 Vantagepoint Growth Fund;Inv USD

13.9

831 Heartland Select Value Fund;Investor USD

13.9

831 Eagle Capital Appreciation Fund;A USD

13.9

Fund Name Currency Loss
203 Queens Road Value Fund USD

-8.2%

204 Neuberger Berman Socially Responsive Fund;Investor USD

-8.2%

204 Brown Advisory Growth Equity Fund;Investor USD

-8.2%

204 Parnassus Fund USD

-8.2%

204 Brown Advisory US Equity Growth USD B Dist

Currency exposure is hedged

Currency exposure is hedged

USD

-8.2%

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
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

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 size425Mn
  • Base currencyUSD
  • ISIN IE00B0PVD865
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment3Mn

Charges

  • Annual management0.75%
  • Initial investment0

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