Brown Advisory
Brown Advisory Global Leaders Sustainable Fund
Global Mega-cap Quality
Jun 2025 → Mar 2026
Our archive holds 3 letters from this strategy, behind 4 investment theses and positions in 17 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 2 years — follow all of Brown Advisory for every strategy.
What it bought and sold
we exited Intuit during the quarter
We added to all the aforementioned companies and exited one investment: US tax and back-office software company Intuit.
We added to all the aforementioned companies and exited one investment: US tax and back-office software company Intuit.
The position was analyzed as a potential stand-alone investment and has now been exited for liquidity and business model fit reasons.
We added to all the aforementioned companies and exited one investment: US tax and back-office software company Intuit.
We added to all the aforementioned companies and exited one investment: US tax and back-office software company Intuit.
We added to all the aforementioned companies and exited one investment: US tax and back-office software company Intuit.
We added to all the aforementioned companies and exited one investment: US tax and back-office software company Intuit.
We added to all the aforementioned companies and exited one investment: US tax and back-office software company Intuit.
We added to all the aforementioned companies and exited one investment: US tax and back-office software company Intuit.
Also held
Its investment theses
- Experian PLCMar 2026Experian PLC has proprietary credit data, regulatory barriers, and a strong moat that make it hard for AI rivals to disintermediate.
- London Stock Exchange Group plcMar 2026London Stock Exchange Group plc is viewed as undervalued, supported by a strong proprietary data moat and new product innovation.
- Microsoft CorporationMar 2026Microsoft Corporation is generating real GenAI growth while continuing strong performance across Azure and Windows.
- ExperianJun 2025Experian is the largest credit bureau, focusing on B2B and B2C services, with a strong commitment to long-term product development and significant growth potential.