Brown Capital Management LLC
Brown Capital Management LLC is an independent, employee-owned investment management firm based in Baltimore, Maryland. Founded in 1983, the firm specializes in managing equity portfolios for institutional and individual investors, focusing on both domestic and international growth strategies. The firm is known for its long-tenured staff and commitment to fundamental, research-driven investment. As of its most recent filings, Brown Capital Management manages assets primarily for pension funds, corporations, endowments, foundations, and high net-worth individuals.
Investment Strategy
Brown Capital Management LLC employs an active, research-intensive investment approach focused primarily on identifying high-quality growth companies. The firm is widely recognized for its discipline in long-term small and mid-cap growth investing, emphasizing companies with strong financials, sustainable competitive advantages, and capable management. Investment decisions are grounded in fundamental analysis, seeking to assemble concentrated portfolios of businesses exhibiting sustainable growth characteristics.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CYBR | CYBERARK SOFTWARE LTD | 7.04% | $242.0M | 594,888 | $127.21 | $406.88 | +$40.7M |
V VEEV | VEEVA SYS INC | 4.66% | $160.4M | 556,852 | $36.89 | $287.98 | +$8.9M |
G GWRE | GUIDEWIRE SOFTWARE INC | 4.45% | $152.8M | 649,111 | $60.74 | $235.45 | +$8.7M |
D DDOG | DATADOG INC | 4.43% | $152.2M | 1,133,328 | $74.65 | $134.33 | +$31.6M |
T TYL | TYLER TECHNOLOGIES INC | 4.13% | $141.9M | 239,390 | $61.27 | $592.84 | -$7.2M |
Industry Allocation
Investment Team (10)
| Name | Role | Location | |
|---|---|---|---|
C Cecil Flamer | Managing Director and CAO | Baltimore, MD , United States | |
C Chaitanya Yaramada | Senior Analyst/Portfolio Manager | Milwaukee, WI , United States | |
 | Managing Director and Senior Portfolio Manager | United States | |
 | Portfolio Manager and Senior Analyst | Washington, DC , United States | |
 | President | Little Rock, AR , United States | |
 | Managing Director and Senior Portfolio Manager | Salt Lake City, UT , United States | |
 | Managing Director and Senior Portfolio Manager | Baltimore, MD , United States | |
K Keith Lee | Chief Executive Officer, Chief Investment Officer and Senior Portfolio Manager | Baltimore, MD , United States | |
B Bruce Brown | President | Los Angeles, CA , United States | |
D Damien Davis | Portfolio Manager | Baltimore, MD , United States |