We have two exciting organizational announcements to share.
First, effective Jan. 1, 2022, Keith Lee has assumed the role of Chief Executive Officer, taking over the office from Eddie Brown, who is becoming our Executive Chairman. This appointment is the conclusion of a multiyear, deliberate succession plan to maintain the strategic direction of the firm. Keith has been Eddie’s co-leader, advisor and friend since Keith joined the firm in 1991. Keith has served as President of the firm since 2012. For many years, Keith and Eddie together have led the firm in our mission of generating exceptional outcomes for investors. Keith will retain his titles of President, Chief Investment Officer, and Senior Portfolio Manager on the Small Company Team. Eddie will remain actively involved in the overall management of the firm and in the Mid Company strategy, as reflected in his new title of Executive Chairman, which is in addition to his current titles of Founder and Senior Portfolio Manager on the Mid Company Team.
Second, a new colleague joined the investment team at Brown Capital:
Edward Zane has joined the Mid Company Team as a portfolio manager/analyst. Ed comes to Brown Capital from Gardner Lewis Asset Management, where he was a portfolio manager/research analyst covering companies in the technology, business services, industrials, and consumer sectors. Prior to Gardner Lewis, Ed was a portfolio manager at Kalmar Investments and an analyst at Chilton Investment Company. He received his MBA from the Stanford Graduate School of Business.
We are excited by these announcements and confident that they will help us in our mission of generating exceptional outcomes for investors.
DISCLOSURES
Brown Capital Management (“BCM”) is a registered investment advisor. Registration does not imply a certain level of skill or training. More information about the advisor, including its investment strategies and objectives, can be obtained by visiting www.browncapital.com. A copy of BCM’s disclosure statement (Part 2 of Form ADV) is available, without charge, upon request.
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