Kenneth M. Stuzin, CFA, has served as Portfolio Manager of the Large-Cap Growth Strategy since its inception on June 30, 1996. Brown Advisory is an independent, employee-owned investment management firm founded in 1993 that became fully independent in 1998 following a management buyout. The firm has over 1,000 equity partners with no single owner holding more than 5% equity, employs over 900 professionals worldwide, and operates 18 offices globally including Baltimore, Boston, New York, San Francisco, London, Frankfurt, Singapore, and Tokyo. The firm manages $121.9 billion in total assets as of December 31, 2024, serving 4,063 clients with a focus on institutional investors, private clients, and intermediary platforms. Brown Advisory maintains a Morningstar Parent Rating of Above Average and claims compliance with Global Investment Performance Standards.

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Brown Advisory's Large-Cap Growth Equity philosophy is based on the belief that concentrated portfolios of fundamentally strong businesses should generate returns in excess of the portfolio's index and the broad market, with an acceptable level of risk. The strategy seeks to invest in a concentrated portfolio of proven business models where we have high conviction that the companies can produce a 14% or better earnings per-share growth rate over a full market cycle. The investment process is built upon fundamental analysis, driven by rigorous and disciplined bottom-up fundamental research, as well as a sensitivity to valuation. The manager maintains a concentrated portfolio and a strict 'one-in, one-out' discipline to ensure that existing holdings are constantly competing against new ideas to hold their place in the portfolio.

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