Brown Advisory
Brown Advisory US Smaller Companies Fund
US Small-cap
Jun 2025 → Jun 2025
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 22 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
Neogenomics, Inc. (NEO) was sold after the surprising timing of the departure of its CEO.
NeoGenomics, Inc. (NEO) was sold after the surprising timing of the departure of its CEO.
BWX Technologies, Inc. (BWXT) is a near monopoly supplier of critical reactor components for the U.S. nuclear submarine fleet.
We have been tracking the business over the last several years and the recent sell-off finally provided an attractive entry point.
Also held
- Prosperity Bancshares, Inc.
- Curtiss-Wright Corporation
- Mister Car Wash, Inc.
- HealthEquity, Inc.
- SiTime Corporation
- Fluor Corporation
- Casey's General Stores, Inc.
- ChampionX Corporation
- Bio-Techne Corporation
- Waste Connections, Inc.
- Dynatrace, Inc.
- Encompass Health Corporation
- CCC Intelligent Solutions Holdings Inc
- Bright Horizons Family Solutions, Inc.
- Mirion Technologies, Inc.
- Cogent Communications Holdings, Inc.
- Valmont Industries, Inc.
Its investment theses
- BWX TechnologiesJun 2025BWX Technologies, Inc. is a leading supplier of essential reactor components for the U.S. nuclear submarine fleet, benefiting from strong customer relationships, long-term contracts, and diverse revenue streams that are expected to drive solid growth and cash flow generation.
- Novanta Inc.Jun 2025Novanta Inc. is a diversified industrial company with strong growth potential in recovering end markets, offering an attractive entry point post sell-off and favorable risk/reward dynamics.