Partnering with you to preserve and grow your wealth across generations

We are dedicated to preserving and growing your wealth over the long term. Our Partners invest alongside you in a portfolio of complementary strategies managed by exceptional investors both at BBH and unaffiliated third-party managers.

Seasoned investment professionals in our Investment Research Group (IRG) partner closely with your relationship team to design customized portfolios that embody the principles of deep fundamental research, strategic diversification, and alignment with your unique goals and objectives.

Our core beliefs

• Superior returns stem from the patient ownership of a well-constructed portfolio of public and private investments. 
• Deep due diligence and bottom-up fundamental research are the foundation of our success. 
• Partnering with like-minded investors who share our long-term vision supports us in creating value. 
• Alignment of interests drives success; we invest alongside our clients with managers who do the same. 
• Long-term thinking allows us to capitalize on opportunities others overlook. 
• Price follows value – volatility is not a risk, but an opportunity. 
• Contrarian thinking enables us to invest against momentum-driven trends and capture value.

Our portfolio approach

• Asset allocation balances client goals, liquidity needs, and risk tolerance through a mix of cash, equities, fixed income, and private investments. 
• Each asset class plays a distinct role, creating resilience across market environments. 
• We allocate capital selectively, investing only with managers who meet our rigorous standards. 
• Concentrated portfolios focused on our best ideas generate long-term wealth. 
• Private market investments enhance returns, diversification, and risk management. 
• We rigorously assess downside risk to preserve clients' financial security. 
• Temporary underperformance often presents buying opportunities, as long-term fundamentals prevail. 
• Portfolio performance should be evaluated over a full market cycle (typically five years). 
• We continuously refine our approach while staying committed to our core philosophy.

How we approach manager selection

• We partner exclusively with best-in-class managers at BBH and third-party investment management firms who align with our philosophy. 
• We give preference to owner-operated, employee-owned managers with aligned incentives. 
• Our managers excel at identifying inefficiencies and owning their investments with conviction. 
• We prioritize maintaining meaningful exposure to proven alpha generators.