306. The secrets to long term outperformance in US equities

FundCalibre - Investing on the go

21-03-2024 • 14 minutos

Maneesh Bajaj, manager of the Brown Advisory US Flexible Equity fund, shares insights into the fund's philosophy and flexible approach, attributing its long term success. We cover a whistle stop tour of US headlines including the Magnificent Seven, including both Microsoft and Alphabet, the growing role of artificial intelligence across industries, a US election year and two significant sectors for the portfolio: financials and healthcare.

What’s covered in this episode:

  • The fund’s outperformance over 1, 5 and 10 years
  • The concentration of the US market
  • The long term investment case for Microsoft
  • The investment appeal of Alphabet
  • Managing the growth of artificial intelligence in the portfolio
  • Is AI the next dotcom bubble?
  • The fund’s largest weighting: financials
  • Growing opportunities in healthcare
  • What an election year means for the fund

More about the fund:
This fund has been run by Maneesh Bajaj since 2017. Its strategy is unconstrained, meaning Maneesh is free to select companies from across the market-cap spectrum. This has enabled the fund to become one of the few to regularly outperform the S&P 500 over long periods of time. Supported by a strong team of analysts, the Brown Advisory US Flexible Equity fund has delivered good returns in both up and down markets. A strong candidate for those looking for a core US equity fund.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.

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