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Brown Capital Mgmt Small Co Inv BCSIX Fund Analysis

Morningstar Medalist Rating
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Morningstar’s Analysis BCSIX

Will BCSIX 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 BCSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BCSIX 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 BCSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

New Comanager Joins Brown Capital Management Small Company; Ratings Unchanged

null Tony Thomas

Tony Thomas

Analyst Note

On Oct. 17, Brown Capital Management announced that Fujun Wu has joined its Small Company team. Like the rest of the now seven-member team, she will serve as both a portfolio manager and an analyst. Wu arrives at a time when the Small Company team’s leader, Keith Lee (who is also Brown Capital’s CIO), is doubling as the interim head of the firm’s international team, which has lost two key members since July. Wu’s hiring isn’t directly tied to those issues, but it is convenient. Lee, for his part, remains an active contributor on the Small Company strategy. Thus, Brown Capital Management Small Company retains its High People rating.

by Tony Thomas
Published on

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