David Andrew Stepherson

TCM conducts proprietary fundamental research to identify potential investments. They employ a value-oriented investment style utilizing a combination of growth and value stocks. Investments are made in companies with strong underlying fundamentals such as recognized trademarks, strong balance sheets, and profitability, but whose share price is temporarily depressed due to some solvable company problem, external factor or other misunderstanding. The firm primarily invests in large, domestic companies. However, they also take positions in small and mid-size companies as well as companies headquartered abroad.

MSDT adheres to a risk control discipline throughout the complete capital markets cycle. They concentrate on earning strong positive returns which tend to be around the median in the context of relative performance comparisons. They are primarily a large-cap GARP investor.

Functions as a College/University

Brown Advisory provides investment management services through various investment vehicles including mutual funds, separate accounts and private funds. The firm employs a bottom-up, fundamental research approach in their security selection process. Their strategies strive to outperform their respective benchmarks over the long term.