#United States #Baltimore #Brown Advisory #Nick Kirrage #Global Value

Brown Advisory's New Global Value Investment Strategies

Brown Advisory, a prominent independent investment management and strategic advisory firm, has officially announced the launch of its new global value investment capabilities on February 26, 2026. This initiative is led by Nick Kirrage, who joined the firm as a Partner and Portfolio Manager in late 2025. With over two decades of experience in the investment management field, Kirrage came from a successful tenure at Schroders where he headed their Global Value division.

The firm’s new offerings include the Global Value Select and International Value Select strategies. Both strategies operate under a shared investment philosophy and process, which emphasizes modern behavioral value investing. This approach seeks to identify companies whose market valuations are lower than their intrinsic worth due to psychological factors affecting investors.

Targeting Undervalued Investments

The Global Value Select strategy will target compelling investment opportunities from around the world, while the International Value Select will specifically focus on non-U.S. markets. This nuanced segmentation allows Brown Advisory to cater to clients looking for diverse opportunities across various geographies.

"We are excited to introduce a contemporary, data-driven approach to value investing that is true to its label," expressed Kirrage. He emphasized the importance of utilizing deep fundamental analysis to uncover investment ideas that may counter mainstream market sentiments and eventually yield substantial long-term returns. “This fresh start has empowered us to create a unique offering that addresses the gaps left by traditional methods, enabling us to pursue avenues that others might overlook,” he added.

New ETF Launch

A significant milestone in this venture is the introduction of the Brown Advisory International Value Select ETF (Ticker: BAIV), which began trading on Nasdaq on the same day as the strategies' announcement. This ETF represents the firm’s first offering in the U.S. market under Kirrage's direction and aims to provide investors with a well-rounded mix of international equity securities, including both emerging and developed markets.

Supporting Kirrage in this ambitious initiative is Michael Heap, the Associate Portfolio Manager, who previously held an analyst position at Orbis Investment Management. They are further supported by newly appointed analysts Haseem Shah and Valerio Dussizza, both of whom bring rich experience from esteemed firms. The entire value team is stationed in Brown Advisory's London office, enhancing its capacity to navigate international markets effectively.

A Bright Future Ahead

Chris Bartlett, the Global Head of Institutional Business at Brown Advisory, praised the new team’s extensive background in value investing: “The expertise Nick, Michael, Haseem, and Valerio bring is pivotal as we strive to build exceptional investment strategies for our global clientele.” Bartlett highlighted the firm’s strong independent structure and commitment to delivering value to clients.

Brown Advisory has been dedicated to managing investments since its inception in 1998 and currently oversees approximately $173.5 billion in client assets across various markets and investment mandates. The firm prides itself on its deeply ingrained client-first culture and the equity ownership model which ensures that each colleague is vested in the company's long-term success.

Investment Philosophy and Approach

The Brown Advisory International Value Select ETF seeks long-term capital appreciation through its methodical investment approach, targeting companies that are undervalued compared to their intrinsic worth. The fund actively manages allocations across all market capitalizations and employs a rigorous assessment of business quality and earnings potential.

The value team has meticulously designed a strategic process that incorporates behavioral triggers and enhanced risk management, aimed at mitigating the inherent pitfalls often associated with traditional value investing strategies.

As Brown Advisory embarks on this promising journey with modernized investment strategies, stakeholders can expect a refreshed perspective on global value opportunities, leveraging both Kirrage’s leadership and the firm’s comprehensive investment expertise. This venture not only marks a significant advancement for Brown Advisory but also reaffirms its commitment to creating value for clients in an increasingly complex investment landscape.

For more information on the new investment strategies and the ETF, clients and interested investors are encouraged to reach out directly to Brown Advisory’s investor relations team.