Investment Management

A disciplined, values-based investment approach

About BBH Investment Management

As a bottom-up active manager, our mission is to preserve and grow our clients’ capital across economic and market cycles. We focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements.
 
This philosophy has successfully guided our investment process through decades of market change, allowing us to build long-lasting client relationships that set us apart from our peers.

Investment Principles

Investment principles consistently applied across all of our investment strategies include:

  • Active management: We believe in a bottom up, value-based approach to active management.
  • Durability: We only invest in assets we believe are built to withstand a variety of economic conditions.
  • High conviction: We work to balance ample diversification with ensuring meaningful concentration in our highest-conviction ideas.
  • Long-term perspective: We underwrite our investments to perform through economic cycles.
  • Discipline and patience: We let valuation drive our investment process, and will hold reserves when the opportunity set is limited.

What makes us different?

  • As co-investors in our strategies, BBH Partners and investment professionals are strongly aligned with our clients' interests.
  • Our investment philosophy and principles are consistently applied across asset classes.
  • We focus our resources on a select number of strategies where we believe we can deliver investment excellence.
  • Our relative size provides us with unique investment opportunities and enduring competitive advantages. 

Investment Solutions

  • Fixed Income

    Offering select taxable, tax-exempt, and inflation-indexed strategies where we seek to deliver excellent long-term results.

  • Public Equity

    Building concentrated, durable portfolios where we seek to deliver excellent long-term returns.

  • Private Equity

    Growth capital provider offering highly customized capital solutions to lower middle-market businesses.

Our Approach to ESG

ESG analysis is embedded in our bottom-up investment process across our equity strategies, corporate bonds, municipal debt, and structured products.

 

Our sustainability goals focus on the positive impact we are making for our clients, our people, and our communities. To learn about our goals and progress, read our Stewardship Report.

How to Invest

Our investment strategies can be accessed through separately managed accounts (SMAs), mutual funds, UCITS funds, and private funds. To learn more please contact a member of our institutional relationship management team.

 
Visit the BBH Funds website and the BBH Luxembourg Funds website for more information about our public fund offerings.

Our Latest Insights

Investors should be able to withstand short-term fluctuations in the equity and fixed income markets in return for potentially higher returns over the long term. The value of portfolios changes every day and can be affected by changes in interest rates, general market conditions and other political, social and economic developments.

There is no assurance the investment objectives will be achieved.

Investment Advisory Products and Services:

NOT FDIC INSURED     NO BANK GUARANTEE     MAY LOSE VALUE

Brown Brothers Harriman & Co. (“BBH”) may be used to reference the company as a whole and/or its various subsidiaries generally.  This material and any products or services may be issued or provided in multiple jurisdictions by duly authorized and regulated subsidiaries.  This material is for general information and reference purposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell, or a solicitation to buy securities, services or investment products.  Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code, or other applicable tax regimes, or for promotion, marketing or recommendation to third parties. All information has been obtained from sources believed to be reliable, but accuracy is not guaranteed, and reliance should not be placed on the information presented.  This material may not be reproduced, copied or transmitted, or any of the content disclosed to third parties, without the permission of BBH.  All trademarks and service marks included are the property of BBH or their respective owners. © Brown Brothers Harriman & Co. 2024.  All rights reserved.

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