Brown Advisory
Brown Advisory US Sustainable Growth Fund
US Quality
Mar 2025 → Jun 2025
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Brown Advisory for every strategy.
Its investment theses
- ShopifyJun 2025Shopify is a leading commerce enablement platform that empowers over 2 million businesses globally by providing innovative tools to scale and manage retail operations across multiple channels.
- SpotifyJun 2025Spotify is a leading audio streaming service that transforms music consumption and monetization for artists, boasting a robust business model and significant growth opportunities across various audio content.
- Taiwan Semiconductor Manufacturing CompanyJun 2025Taiwan Semiconductor Manufacturing Company (TSM) is a leading semiconductor foundry that dominates the global market with a focus on efficient manufacturing, innovative technology, and sustainable practices, making it a crucial player in the digital transformation of the economy.