BROWN BROTHERS Overview

Brown Brothers Harriman & Company is an investment advisor that manages 14.1 BN dollars in regulatory AUM and has 78 employees, of which 28 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 19BN in positions, representing 133% of the manager's regulatory AUM.

BROWN BROTHERS StockAlpha

-0.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BROWN BROTHERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ORCL 5.89% Tech 3.56% 0.11% 2 29%
USB 5.48% Financials 21.33% -0.13% 3 14%
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BROWN BROTHERS Founders and Key Employees

Name Title In Position Since
Radford W. Klotz Partner And President January-1995
Jeffrey A. Schoenfeld Partner And Chief Marketing Officer January-1996
Richard H. Witmer Partner January-1988
Charles H. Schreiber Chief Financial Officer March-2006
Timothy E. Hartch Partner And Chief Investment Officer January-2010
Mark A. Egert Chief Compliance Officer September-2011
Daniel L. Lalima Chief Operating Officer January-2012
Brian A. Berris Partner January-1991
Taylor S. Bodman Partner January-1999
John J. Borland Partner January-1998
Douglas A. Donahue Partner January-1990
Kyosuke Hashimoto Partner January-1992
Susan C. Livingston Partner January-1998
Thomas M. Long Partner January-1984
Hampton S. Lynch Partner January-1994
Michael W. Mcconnell Partner January-1984
John A. Nielsen Partner January-1987
Abram H. Robertson Partner January-1994
William C. Sullivan Partner January-2000
Lawrence C. Tucker Partner January-1979
Andrew J. Tucker Partner January-1998
William B. Tyree Partner January-2001
William J. Whelan Partner January-2000
Dario Galindo Partner January-2003
Charles O. Izard Partner January-2004
Yukinori Nagahisa Partner January-2004
Thomas E. Berk Partner January-2005
Kathryn C. George Partner January-2007
Carl S. Cutler Partner January-2008
Maroa D. Velez Partner January-2008
Geoffrey M. Cook Partner January-2009
Kevin W. Stone Partner January-2009
Sean Pairceir Partner January-2010
Jared S. Keyes Partner January-2011
Jeffrey B. Meskin Partner January-2011
William E. Rosensweig Partner January-2012
Christopher C. Remondi Partner January-2012
Andrew P. Hofer Taxable Fixed Income Manager December-2013
Denis R. Molleur Chief Legal Officer June-2012
Brian P. Nelson Sub-Adviser Manager September-2014
Gregory S. Steier Tax-Exempt Fixed Income Manager June-2014
Jean Marc Crepin Partner January-2015
Michael R. Keller Partner January-2015
Jean-Pierre Paquin Partner January-2015

BROWN BROTHERS Brokers, Custodians, Auditors and Administrators

Type Company

BROWN BROTHERS Investment Strategy

BROWN BROTHERS Portfolio Concentration

BROWN BROTHERS Location

BROWN BROTHERS HARRIMAN MUTUAL FUND ADVISORY DEPT
140 BROADWAY
NEW YORK, New York
UNITED STATES, 10005-1101

BROWN BROTHERS Contact Information

Phone Number: 212-483-1818
Fax Number: 212-493-8907
Website:

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