Brown Advisory: New Additions To Mid-Cap Growth Portfolio
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Brown Advisory1 FollowerFollow5ShareSavePlay(6min)CommentsFollow us on Google for the latest stock newsFollow Seeking Alpha on Google for the latest stock newsSummaryWe think investors underappreciate Guidewire Software's strong competitive positioning and the durability of its growth.We expect Toast to continue growing locations more than 15% for several years through continued penetration of the core small- to mid-sized restaurants.Reddit is riding the secular wave in generative AI by acting as a foundational 'natural language' training layer for large language models through highly lucrative data licensing agreements.Andersen Group, Inc can sustain mid-teens revenue growth while expanding margins, and there is additional upside through acquisitions across its global network of Andersen-branded companies. BlackJack3D/iStock via Getty Images The following segment was excerpted from the Brown Advisory Mid-Cap Growth Strategy Portfolio Q1 2026 Commentary. We also built six new positions, including in two companies we believe are being disproportionately penalized in the software rout—Toast, Inc (This article was written byBrown Advisory1 FollowerFollowBrown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm. Note: This account is not managed or monitored by Brown Advisory, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use the firm's official channels.