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 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
- 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.