Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs
BAUAX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Brown Advisory Incorporated DE United States of America
- IPO Date
- Jul 28, 2011
- CIK
- 0001548609
- Website
- brownadvisory.com
- Similar Companies
- Business
- Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs (BAUAX) is an open-end mutual fund managed by Brown Advisory, focusing on long-term capital appreciation through investments in small-cap value equities. The fund employs a fundamental value investment strategy, selecting undervalued U.S. small-cap companies with strong balance sheets, sustainable competitive advantages, and capable management teams; it maintains a diversified portfolio typically comprising 50 to 80 securities across sectors such as financials, industrials, consumer discretionary, and information technology. BAUAX offers advisor share class pricing with a minimum initial investment for institutional and advisory clients, alongside retail share classes like Investor (BIASX) and Institutional, providing access via broker-dealers, retirement plans, and financial advisors. Brown Advisory, the fund's investment manager founded in 1993 and headquartered in Baltimore, Maryland, operates globally with offices in the U.S., U.K., and Asia, serving high-net-worth individuals, institutions, and endowments through equity, fixed income, multi-asset, and alternative strategies. The firm manages over $200 billion in assets as of late 2025, emphasizing research-driven, active management across market capitalizations. BAUAX targets sophisticated investors seeking exposure to small-cap value segments of the Russell 2000 Value Index benchmark, with a focus on companies exhibiting low price-to-book ratios, high free cash flow yields, and potential for earnings recovery. In recent developments, Brown Advisory announced portfolio manager transitions in 2024, with key team members assuming expanded roles to enhance the fund's fundamental analysis capabilities; the firm also integrated sustainable investing criteria into its small-cap strategies amid growing ESG demand. No major acquisitions or funding rounds were reported for BAUAX specifically, though Brown Advisory expanded its alternatives platform through a 2025 strategic partnership with a European private credit specialist, bolstering overall firm capabilities. These changes reflect ongoing efforts to adapt to market volatility and regulatory shifts in active small-cap investing.