Brown Advisory Growth Equity Fd Investor Shs
BIAGX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Three Canal Plaza Portland ME United States of America 4101
- IPO Date
- Jun 28, 1999
- CIK
- 0001548609
- Website
- brownadvisory.com
- Similar Companies
- Business
- Brown Advisory Growth Equity Fund Investor Shares (BIAGX) is an open-end mutual fund that seeks capital appreciation by primarily investing at least 80% of its net assets in equity securities of domestic medium- and large-cap growth companies with market capitalizations generally greater than $2 billion at the time of purchase; these companies are selected for their above-average earnings growth rates and prospects for sustainable future growth. The fund employs a bottom-up, fundamental research-driven approach to construct a concentrated portfolio of approximately 34 holdings, focusing on high-quality large-cap U.S. growth stocks such as NVIDIA Corp, Microsoft Corp, Amazon.com Inc, Meta Platforms Inc Class A, and Uber Technologies Inc; it may allocate up to 15% of assets to non-U.S. securities via American Depository Receipts, with current diversification showing 95.74% in U.S. stocks, 2.44% cash, and 1.82% non-U.S. stocks across technology, consumer cyclical, communication services, and financial services sectors. Managed by Brown Advisory, an independent, employee-owned investment management firm founded in 1993 and headquartered in Baltimore, Maryland, with over 850 colleagues across 20 global offices including Austin, Boston, London, Singapore, and Tokyo serving institutional, private clients, endowments, foundations, and high-net-worth individuals in more than 44 countries. The fund, launched on June 28, 1999, targets long-term investors with a minimum investment of $100, an expense ratio of 0.84%, and annual turnover of 33%, positioning it within the large growth category. In a significant recent development, Brown Advisory entered into a definitive agreement in June 2025 to acquire London-based Marylebone Partners LLP, an outsourced CIO provider specializing in endowments, foundations, charities, and family offices; this strategic move, pending regulatory approval, aims to enhance global endowment-style offerings by integrating complementary capabilities such as hard-to-access funds, co-investments, and direct investments while leveraging Brown Advisory's $166 billion in assets under management.