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Brown Capital Mgmt Small Co Instl BCSSX

Medalist Rating as of | See Brown Capital Investment Hub
  • NAV / 1-Day Return 66.90  /  −0.73 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield
  • Turnover 22%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:17 AM GMT+0

Morningstar’s Analysis BCSSX

Will BCSSX outperform in future?

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

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.

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Portfolio Holdings BCSSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 46.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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5.13 177.6 Mil
Technology

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Bio-Techne Corp

4.83 167.4 Mil
Healthcare

Veeva Systems Inc Class A

4.77 165.3 Mil
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AppFolio Inc Class A

4.60 159.4 Mil
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Repligen Corp

4.58 158.5 Mil
Healthcare

Datadog Inc Class A

4.56 157.9 Mil
Technology

Alarm.com Holdings Inc

4.54 157.4 Mil
Technology

Ansys Inc

4.45 154.2 Mil
Technology

Manhattan Associates Inc

4.05 140.2 Mil
Technology