Investment Criteria

We believe companies that possess the following business attributes, management attributes and financial attributes are well positioned to create value for shareholders through varying economic and market environments.   

Business Attributes  

  • Essential products and services
  • Loyal customers
  • Leadership in an attractive market niche or industry
  • Sustainable competitive advantages

Management Attributes  

  • Strong operators with integrity
  • Favorable capital allocations
  • Meaningful share ownership

Financial Attributes

  • Strong balance sheet and free cash flow
  • High returns on capital

Purchasing such businesses when they are trading at discount to intrinsic value and with a meaningful margin of safety reduces the likelihood of permanent capital loss on any single investment.  

Learn more about how to invest in BBH Mutual Funds.



© 2009 - Brown Brothers Harriman & Co.

Consult your prospectus for more information. To obtain a recent prospectus, please contact the BBH Fund Information Service, Brown Brothers Harriman ("BBH"), 140 Broadway, New York, NY 10005. (800) 575-1265, or email us a literature request (bbhfunds@bbh.com). You should consider the fund's investment objectives, risks, charges, and expenses carefully before you invest. Information about these and other important subjects is in the fund's prospectus, which you should read carefully before investing.

Investments in the BBH's Proprietary Mutual Funds (collectively, "BBH Funds") are neither insured nor guaranteed by the U.S. Government. Securities products are subject to investment risks, including possible loss of the principal invested. Shares of the BBH Funds are not deposits or obligations of, or guaranteed by, Brown Brothers Harriman & Co. ("BBH"), or any other bank or depository institution. Shares of the BBH Funds are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other federal, state or government agency.

BBH provides investment advice and portfolio management to the BBH Funds through a separately identifiable department (the "Investment Adviser"). The Investment Advisor is registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. BBH acts as the Fund Administrator and is located at 140 Broadway, New York, NY 10005. Shares of the Fund are distributed by ALPS Distributors, Inc. and is located at 1290 Broadway, Suite 1100, Denver, CO 80203.

Effective October 5, 2012, BBH Broad Market Fund has been renamed to BBH Limited Duration Fund.

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