Brown Advisory
BA Beutel Goodman World Value Fund
Global Mega-cap Value
Mar 2026 → Mar 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 19 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 completed process-driven, one-third sales during the period as DBS, GSK, Amgen and SMC as the stocks reached our target prices.
We also sold all shares in Versant Media, a spin-out from our holding in Comcast.
We added to our existing positions in Euronext, Michelin, Carlsberg, NetApp, Elevance, Qualcomm and Wells Fargo.
We also trimmed our positions in Omnicon, Applied Materials, Roche and Comcast
We completed process-driven, one-third sales during the period as DBS, GSK, Amgen and SMC as the stocks reached our target prices.
During the quarter, we initiated positions in Union Pacific, Brookfield Asset Management, Sysco and Becton Dickinson.
We added to our existing positions in Euronext, Michelin, Carlsberg, NetApp, Elevance, Qualcomm and Wells Fargo.
During the quarter, we initiated positions in Union Pacific, Brookfield Asset Management, Sysco and Becton Dickinson.
During the quarter, we initiated positions in Union Pacific, Brookfield Asset Management, Sysco and Becton Dickinson.
We added to our existing positions in Euronext, Michelin, Carlsberg, NetApp, Elevance, Qualcomm and Wells Fargo.
We added to our existing positions in Euronext, Michelin, Carlsberg, NetApp, Elevance, Qualcomm and Wells Fargo.
We also trimmed our positions in Omnicon, Applied Materials, Roche and Comcast
We added to our existing positions in Euronext, Michelin, Carlsberg, NetApp, Elevance, Qualcomm and Wells Fargo.
During the quarter, we initiated positions in Union Pacific, Brookfield Asset Management, Sysco and Becton Dickinson.
We added to our existing positions in Euronext, Michelin, Carlsberg, NetApp, Elevance, Qualcomm and Wells Fargo.
We added to our existing positions in Euronext, Michelin, Carlsberg, NetApp, Elevance, Qualcomm and Wells Fargo.
We also trimmed our positions in Omnicon, Applied Materials, Roche and Comcast