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Thames River extends lifestyle range with Brown Advisory American fund

Thames River has added the Brown Advisory American fund across its lifestyle range.

The $125m Brown Advisory fund recently reached its third anniversary, returning 4.68 per cent in the three years since launch to May 9.
The S&P 500 index returned 1.21 per cent over the same period.

Thames River multi-capital co-head Gary Potter says Thames River sowed the seeds for the creation of the fund when visiting Brown Advisory several years ago.

He says Thames River did not want to be boxed into a value fund, which would force it to time a switch to growth during periods when value underperformed.

It told Brown Advisory it would prefer to invest in a combination of its US equity growth, value and smaller companies funds.

The idea was eventually taken up by Brown Advisory for the American fund, which has a fixed allocation of 40 per cent each to value and growth, with 20 per cent invested in US smaller companies.

Potter says: “The fund gives us broad-based allocation to market cap and style.”


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