BBH Equity Funds

Building durable portfolios where we seek to deliver excellent returns.

About BBH Equity Funds

Our mission is to be the best at preserving and growing our investors’ capital over long periods of time. We seek to invest in durable, high-quality, businesses that we believe have strong secular growth opportunities with both an operating and valuation margin of safety for equityX
Margin of Safety (Equity)

With respect to equity investments, a margin of safety exists when we believe there is a significant discount to intrinsic value at the time of purchase.  

See More Definitions
. Our objective is to generate attractive risk-adjusted results for our investors over full economic cycles.

Our approach is grounded in three key insights:
1. Market prices can materially diverge from underlying business value providing us with significant opportunities.
2. Owning exceptionally high quality, durable, and growing businesses before economic challenges arise allows for disciplined decision making throughout economic cycles.
3. We view equity investing as business ownership, reflecting the compounding of underlying business value over long periods of time.

  • BBH Select Series - Large Cap Fund

    Seeks to provide investors with long-term growth of capital and generate attractive returns over full economic cycles by investing in 25-35 high-quality large cap companies.
  • BBH Select Series - Mid Cap Fund

    Seeks to provide investors with long-term growth of capital and generate attractive returns over full economic cycles by investing in 20-30 high quality investments.

Our Latest Insights

  • BBH Select Series - Large Cap Fund Quarterly Commentary - Q3 2024

    September 30, 2024

Shares of the Funds are distributed by ALPS Distributors, Inc.

Brown Brothers Harriman Mutual Fund Advisory Department (a separately identifiable department of Brown Brothers Harriman & Co.) provides investment advice to the Funds.

For more complete information, you can find a current prospectus for each fund in the documents table above.  You should consider the fund's investment objectives, risks, charges and expenses carefully before you invest. Information about these and other important subjects is in the fund's prospectus, which you should read carefully before investing.

The information on this website in no way constitutes an offer of Fund shares.

Shares of the funds have not been registered for sale outside the U.S. The funds generally do not sell shares to investors residing outside the U.S., even if they are U.S. citizens or lawful permanent residents, except to investors with U.S. military APO or FPO addresses. Brown Brothers Harriman & Co. sponsors UCITS Funds registered in the Grand Duchy of Luxembourg. These funds are available in certain jurisdictions. For more information please visit www.bbhluxembourgfunds.com.

NOT FDIC INSURED ● NO BANK GUARANTEE ● MAY LOSE VALUE

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Important Information for Non-U.S. Residents

You are required to read the following important information, which, in conjunction with the Terms and Conditions, governs your use of this website. Your use of this website and its contents constitute your acceptance of this information and those Terms and Conditions. If you do not agree with this information and the Terms and Conditions, you should immediately cease use of this website. The contents of this website have not been prepared for the benefit of investors outside of the United States. This website is not intended as a solicitation of the purchase or sale of any security or other financial instrument or any investment management services for any investor who resides in a jurisdiction other than the United States1. As a general matter, Brown Brothers Harriman & Co. and its subsidiaries (“BBH”) is not licensed or registered to solicit prospective investors and offer investment advisory services in jurisdictions outside of the United States. The information on this website is not intended to be distributed to, directed at or used by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Persons in respect of whom such prohibitions apply must not access the website.  Under certain circumstances, BBH may provide services to investors located outside of the United States in accordance with applicable law. The conditions under which such services may be provided will be analyzed on a case-by-case basis by BBH. BBH will only accept investors from such jurisdictions or countries where it has made a determination that such an arrangement or relationship is permissible under the laws of that jurisdiction or country. The existence of this website is not intended to be a substitute for the type of analysis described above and is not intended as a solicitation of or recommendation to any prospective investor, including those located outside of the United States. Certain BBH products or services may not be available in certain jurisdictions. By choosing to access this website from any location other than the United States, you accept full responsibility for compliance with all local laws. The website contains content that has been obtained from sources that BBH believes to be reliable as of the date presented; however, BBH cannot guarantee the accuracy of such content, assure its completeness, or warrant that such information will not be changed. The content contained herein is current as of the date of issuance and is subject to change without notice. The website’s content does not constitute investment advice and should not be used as the basis for any investment decision. There is no guarantee that any investment objectives, expectations, targets described in this website or the  performance or profitability of any investment will be achieved. You understand that investing in securities and other financial instruments involves risks that may affect the value of the securities and may result in losses, including the potential loss of the principal invested, and you assume and are able to bear all such risks.  In no event shall BBH or any other affiliated party be liable for any direct, incidental, special, consequential, indirect, lost profits, loss of business or data, or punitive damages arising out of your use of this website. By clicking accept, you confirm that you accept  to the above Important Information along with Terms and Conditions.

 
1BBH sponsors UCITS Funds registered in Luxembourg, in certain jurisdictions. For information on those funds, please see bbhluxembourgfunds.com

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