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Well that may actually happen but not related to our discussion so far. BIAWX had a not so great performance in 2025 and has been struggling. I did sell a few shares prior to the distribution to fund another position and may sell a few more to add to CGIC. But more importantly Brown Advisory has also created an ETF version of this fund BASG which would be easier (cheaper) to add to should they regain their footing. Just watching for a while longer.
I would look at Brown Advisory BAEF Flexible Equity, unless you are committed to the ESG mandate. The usual definitions are so broad you can drive a truck through it. . Lot less tech in BAEF
Given the headlines about AI , data centers vacuuming up power and water, recent suit against MSFT partner OpenAI for contributing to homicides I would not think there is much ESG here.
BASG is 25% MSFT NVDA AMZN
Other Brown funds are worth a good look too. They have a pretty wide coverage with many decent funds.
A few of my growth funds did too. I am planning now to up my January estimated tax payment to avoid a penalty, as I liquidated an inherited IRA this year also.
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Given the headlines about AI , data centers vacuuming up power and water, recent suit against MSFT partner OpenAI for contributing to homicides I would not think there is much ESG here.
BASG is 25% MSFT NVDA AMZN
Other Brown funds are worth a good look too. They have a pretty wide coverage with many decent funds.