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Brown Capital Management Small Company Fund Investor Shares BCSIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Brown Capital Investment Hub

Morningstar’s Analysis BCSIX

Will BCSIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BCSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BCSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BCSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Another Change at Brown Capital Management Small Company; Adequate Resources Remain, but Situation Bears Watching.

null Tony Thomas

Tony Thomas

Analyst Note

Brown Capital Management Small Company's team continues to shrink amid performance woes and a decline in assets, but the strategy's core team remains sufficient and can continue to execute the approach. As such, its People and Process ratings stay at Average.

by Tony Thomas
Published on

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