Investment Objective

The International Equity Service seeks long-term capital appreciation. Current income is a secondary consideration in selecting portfolio investments.

Overview

Brown Capital Management strives to build investment programs that meet the needs of genuine long-term investors. Investment team members execute a time-tested process that seeks to position them as patient business owners, rather than short- term traders. They invest with the courage of their convictions, no matter the market environment. 

A methodical approach to investing in exceptional international companies 

The investment team seeks to identify and invest in exceptional companies that save time, lives, money and headaches or provide a compelling value proposition to consumers. The portfolio is comprised of 40-70 of these exceptional international growth companies that have the potential to grow revenues and earnings significantly over a three-to-five-year evaluation horizon and beyond. 

Benchmark agnostic

Experience taught Brown Capital Management that managing to a benchmark can be a distraction and a threat to long-term results. Therefore, the portfolio’s holdings and performance may vary significantly from common indexes over time. As a result, the firm's low turnover approach may be best suited to investors who maintain a long-term investment horizon. 

Risk management

Managing risk occurs through portfolio diversification and, most important, an in-depth awareness of risk at a company level. 

International Investment Team

The International Team has 60 years of cumulative investment experience and average 25 years of experience each. Each team member is both an analyst and a portfolio manager. As analysts, they are each charged with conducting rigorous fundamental analysis, scrutinizing every facet of a potential investment in order to uncover the international companies that the firm believes has exceptional long-term growth potential. As portfolio managers, their goal is to leverage their own research as well as the other teams’ in order to build a benchmark-agnostic, diversified portfolio that grows client capital over the long-term. As a team, they have navigated the International Equity, Global and International Small Company Strategies and the International Equity Fund through multiple market cycles.