May 25, 2013 3:22 AM ET

Capital Markets

Company Overview of Professionally Managed Portfolios - Brown Advisory Flexible Value Fund

Company Overview

Professionally Managed Portfolios - Brown Advisory Flexible Value Fund is an open-ended equity mutual fund launched and managed by Brown Investment Advisory Incorporated. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It primarily invests in value and growth stocks of mid-cap and large-cap companies with market capitalizations equal to or greater than $1 billion. The fund employs fundamental analysis to create its portfolios. It benchmarks the performance of its portfolio against the S&P 500 index. It was formerly known as Forum Funds - Brown Advisory Flexible Value Fund. Professionally Managed Portf...

Detailed Description

901 S. Bond Street

Suite 400

Baltimore, MD 21231

United States

Founded in 2006

Key Executives for Professionally Managed Portfolios - Brown Advisory Flexible Value Fund

Principal Executive Officer and President
Age: 46
Principal Financial Officer and Treasurer
Age: 33
Secretary
Age: 41
Vice President
Age: 32
Partner and Portfolio Manager
Compensation as of Fiscal Year 2012.

Professionally Managed Portfolios - Brown Advisory Flexible Value Fund Key Developments

Professionally Managed Portfolios - Brown Advisory Flexible Value Fund, Special/Extraordinary Shareholders Meeting, Sep 26, 2012

Professionally Managed Portfolios - Brown Advisory Flexible Value Fund, Special/Extraordinary Shareholders Meeting, Sep 26, 2012., at 10:00 Central Standard Time. Location: offices of U.S. Bancorp Fund Services, LLC. Agenda: To approve of Plan of Reorganization under which all of the assets of a Fund will be transferred to a corresponding newly formed series of Brown Advisory Funds, in exchange solely for shares of the New Fund having equal value, which will be distributed proportionately by class to the shareholders of the Fund, and the New Fund's assumption of the Fund's liabilities; to approve of a manager of managers" arrangement that would permit the Funds and the Brown Advisory, LLC, the Funds' and New Funds' investment adviser, to enter into, and materially amend, sub-advisory agreements with any unaffiliated sub-advisers retained by the Adviser and the New Funds to sub-advise the New Funds without obtaining shareholder approval, if the Board of Trustees of the New Trust concludes that such arrangements would be in the best interests of the shareholders of the affected New Fund; and to transact such other business.

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