Brown Advisory will showcase its U.S Sustainable Growth Fund strategy during the IV Funds Society Investment Summit & Rodeo in Houston.
The event, set to take place on February 29th at the JW Marriott Houston by The Galleria for professional investors from California and Texas, will be led by Madison Freeze, CIMA, Regional Investment Consultant at Brown Advisory.
The goal of the Brown Advisory U.S. Sustainable Growth Fund “is to achieve capital growth, seeking competitive risk-adjusted returns over a full market cycle, through a concentrated portfolio of companies that we believe offer enduring fundamental strengths, sustainable competitive advantages, and attractive valuations,” according to the company’s information.
Brown looks for companies with specific sustainability factors, referred to as “sustainable business advantages,” that directly benefit financial outcomes by specifically driving revenue growth, cost improvement, and franchise value enhancement, the fund description adds.
About Madison Freeze
She is a member of Brown Advisory’s U.S. institutional sales and client service team, where she focuses on relationships with advisors and distribution with registered investment advisors (RIAs), bank trusts, and other intermediaries.
She joined the firm in 2012 after internships at the office of U.S. Senator Jim DeMint and Merrill Lynch Wealth Management. She holds an MBA from the Johns Hopkins Carey Business School and a bachelor’s degree from the College of Charleston.
