Our guest this week is Keith Lee. Keith has been lead portfolio manager on the Brown Capital Management Small Company Strategy since 1992. He and the Small Company team were named Morningstar’s Fund Manager of the Year for Domestic Equity in 2015, and the mutual fund carries a Morningstar Medalist Rating of Gold. Keith is also a member of the board of directors and chairman of the management committee for Brown, and he has held the positions of CEO and CIO. He is a trustee of the Baltimore Community Foundation and active in many other Baltimore-based philanthropies. He holds a BA and an MBA from the University of Virginia.

Background

Bio

Brown Capital Management

Brown Capital Management Small Company Strategy

Brown Capital’s Proprietary Investment Philosophy

“Morningstar’s 2015 US Fund Manager of the Year Award Winners Delivered Superior Performance,” Morningstar.com, Jan. 26, 2016.

Brown Capital

“The Oracle of Apopka: Meet Eddie Brown, One of Wall Street’s Greatest Untold Stories,” by Antoine Gara, forbes.com, May 28, 2019.

“The Case for Going Small,” browncapital.com, March 27, 2023.

“I’m a Black CEO. I’ve Been Discounted on Wall Street Because of my Skin Color,” by Eddie Brown, washingtonpost.com, July 8, 2020.

“Team Decisions: Why Our Investment Team Structure Helps Us Make Better Decisions,” by Keith Lee, browncapital.com, Sept. 14, 2022.

“How We Think About Performance,” by Keith Lee, browncapital.com, June 30, 2022.

“Small Company Team Awarded Morningstar’s High ‘People Rating,’” browncapital.com, May 22, 2022.

Other

Beating the Odds: Eddie Brown’s Investing and Life Strategies, by Eddie Brown

“Opposites Attract: Why Financial Services Firms and ESOPS Are Made For Each Other,” by Mary Josephs, forbes.com, June 7, 2021.

“Mutual Funds 2030,” PwC study, pwc.com.

“Sizing the Prize—PwC’s Global Artificial Intelligence Study: Exploiting the AI Revolution,” PwC study, pwc.com.

Cognex

Bio-Techne

Veeva Systems