Why Our Investable Universe Is Not the Benchmark

We’re hired to build Exceptional Growth Company portfolios that look nothing like the index. That starts with our definition of our investable universe.

3Q 2025 Quarterly Webinar Replays Now Available

Replays of our 3Q 2025 quarterly webinars featuring our portfolio management teams are now available.

2Q 2025 Quarterly Webinar Replays Now Available

Replays of our 2Q 2025 quarterly webinars featuring our portfolio management teams are now available.

1Q 2025 Quarterly Webinar Replays Now Available

Replays of our 1Q 2025 quarterly webinars featuring our portfolio management teams are now available.

4Q 2024 Quarterly Webinar Replays Now Available

Replays of our 4Q 2024 quarterly webinars featuring our portfolio management teams are now available.

Small Company Returns

Explore the drivers of, and prospects for, Small Company strategy performance. 

3Q 2024 Quarterly Webinar Replays Now Available

Replays of our 3Q 2024 quarterly webinars featuring our portfolio management teams are now available.

2Q 2024 Quarterly Webinar Replays Now Available

Replays of our 2Q 2024 quarterly webinars featuring our portfolio management teams are now available.

Insights from Brown Capital: Keith Lee on Morningstar Podcast

Listen to Keith Lee’s guest feature on Morningstar’s podcast, “The Long View”.

1Q 2024 Quarterly Webinar Replays Now Available

Replays of our 1Q 2024 quarterly webinars featuring our portfolio management teams are now available.