Brown Advisory US Smaller Companies PLC Strategic Asset Allocation Index

Latest as of December 2025: 96.6%

Brown Advisory US Smaller Companies PLC strategic asset allocation index. Brown Advisory US Smaller Companies PLC (BASC) has a Strategic Asset Allocation Index of 96.6% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX161.52 Million) total GBX161.52 Million, measured against net assets of GBX167.26 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Brown Advisory US Smaller Companies PLC (BASC) balance sheet quality index to measure how much of total assets are equity-financed.

SAAI

96.6%
Strategic Assets / Net Assets

Strategic Assets

GBX161.52 Million
PP&E + LT Investments

PP&E

GBX-
GBX

Net Assets

GBX167.26 Million
GBX

Strategic Asset Allocation Index of Brown Advisory US Smaller Companies PLC (2018–2025)

Strategic asset allocation index of Brown Advisory US Smaller Companies PLC from 2018 to 2025. This chart shows how Brown Advisory US Smaller Companies PLC's Strategic Asset Allocation Index has evolved across 8 annual periods from 2018 to 2025. As of December 2025, the index stands at 96.6%, representing strategic assets of GBX161.52 Million against net assets of GBX167.26 Million GBX. Check Brown Advisory US Smaller Companies PLC tangible net worth ratio to evaluate the tangible quality of the company's equity base.

Brown Advisory US Smaller Companies PLC Strategic Asset Allocation Index by Year (2018–2025)

Brown Advisory US Smaller Companies PLC strategic asset allocation index by year from 2018 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Brown Advisory US Smaller Companies PLC from 2018 to 2025, covering 8 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see Brown Advisory US Smaller Companies PLC market cap and net worth.

Year SAAI Strategic Assets (GBX) PP&E LT Investments Net Assets Change (pp)
2025 95.1% GBX155.44 Million GBX- GBX155.44 Million GBX163.40 Million ▲ +0.1 pp
2024 95.1% GBX165.93 Million GBX- GBX165.93 Million GBX174.54 Million ▲ +2.1 pp
2023 93.0% GBX159.13 Million GBX- GBX159.13 Million GBX171.15 Million ▼ -1.9 pp
2022 94.9% GBX147.86 Million GBX- GBX147.86 Million GBX155.84 Million ▼ -2.6 pp
2021 97.5% GBX176.85 Million GBX- GBX176.85 Million GBX181.43 Million ▼ -1.4 pp
2020 98.9% GBX143.42 Million GBX- GBX143.42 Million GBX145.01 Million ▼ -2.5 pp
2019 101.4% GBX163.71 Million GBX- GBX163.71 Million GBX161.52 Million ▲ +1.9 pp
2018 99.5% GBX162.53 Million GBX- GBX162.53 Million GBX163.34 Million —
pp = percentage points