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Brown Advisory Sustainable Growth Adv BAWAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Brown Advisory Investment Hub

Morningstar’s Analysis BAWAX

Will BAWAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BAWAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BAWAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BAWAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Turning ESG insights to its advantage.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Brown Advisory Sustainable Growth (and its Irish UCITS version) has established managers who effectively blend growth-stock investing with environmental, social, and governance (or ESG) thinking.

by Tony Thomas
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