Brown Advisory
Brown Advisory Beutel Goodman US Value Fund
US Value
Sep 2025 → Sep 2025
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Brown Advisory for every strategy.
What it bought and sold
We added to the portfolio’s existing positions in Chubb Ltd, PPG Industries Inc. and Amgen Inc.
We trimmed our positions in American Express Co. and SEI Investments Co. and completed a process-driven one-third trim of eBay Inc. and Cummins Inc. as they reached our target prices.
We added to the portfolio’s existing positions in Chubb Ltd, PPG Industries Inc. and Amgen Inc.
We initiated a new position in Applied Materials Inc. during the quarter.
We trimmed our positions in American Express Co. and SEI Investments Co. and completed a process-driven one-third trim of eBay Inc. and Cummins Inc. as they reached our target prices.
We added to the portfolio’s existing positions in Chubb Ltd, PPG Industries Inc. and Amgen Inc.