Brown Advisory
Brown Advisory Small Cap Fundamental Value
Small-cap Value
Sep 2025 → Sep 2025
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 2 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.
Its investment theses
- CadreSep 2025Cadre is a high-quality manufacturer in niche markets with low cyclicality and an attractive valuation, poised for margin improvements after recent acquisitions.
- Cushman & WakefieldSep 2025Cushman & Wakefield is a global commercial real estate broker poised for growth and reduced debt, potentially narrowing its valuation gap with peers.