Brown Advisory- WMC Strategic European Equity Fund Investor Shares
BIAHX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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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
- 901 South Bond Street Baltimore MD United States of America 21231
- IPO Date
- Oct 23, 2013
- CIK
- 0001548609
- Website
- brownadvisory.com
- Similar Companies
- Business
- Brown Advisory - WMC Strategic European Equity Fund Investor Shares (BIAHX) is an open-end mutual fund that seeks total return by investing principally in equity securities of companies domiciled in or exercising the predominant part of their economic activity in Europe, as defined by countries included in the MSCI Europe Index, such as Austria, Belgium, Denmark, Finland, France, Germany, Ireland, Italy, the Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, and the United Kingdom. Under normal conditions, the fund invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in a range of equity securities including common stock, preferred stock, equity-equivalent securities such as stock futures contracts or convertible securities, equity options, other investment companies, American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), real estate investment trusts (REITs), initial public offerings (IPOs), and exchange traded funds (ETFs); it may allocate up to 20% of net assets to securities of companies outside Europe, including emerging markets, and employs derivatives such as options, futures contracts, currency forwards, swaps, and options on futures for investment purposes, risk mitigation, hedging, or temporary cash management, with portfolio turnover at 47% in the most recent fiscal year. The fund, launched on October 21, 2013, offers Investor Shares (BIAHX), Institutional Shares (BAFHX), and Advisor Shares (BAHAX), is managed by sub-adviser Wellington Management Company LLP with portfolio manager C. Dirk Enderlein, CFA, since inception, and is distributed through Brown Advisory LLC, an independent investment manager founded in 1993 and headquartered in Baltimore, Maryland, with global operations including offices in London and other locations serving institutional and individual investors. Geographically, the portfolio emphasizes Eurozone (50.15%), United Kingdom (28.02%), and Europe ex-Euro (13.18%) exposures, with top sectors including industrials (24.02%), financial services (20.13%), and consumer defensive (17.08%), targeting companies across all market capitalizations with above-average sales, earnings, or cash flow growth. Recent developments include strong performance with a calendar year-to-date total return of 42.11% as of September 30, 2025, and 10.84% for the year ended December 31, 2024, alongside a restriction on new purchases for the fund subject to exceptions, as well as Brown Advisory's strategic expansion through advanced talks announced in June 2025 to acquire London-based Marylebone Partners LLP, enhancing endowment-style investment offerings with access to hard-to-access funds, co-investments, and direct investments for global clients including endowments, families, charities, and trusts.