LongDARJun 2026
Darling Ingredients, Inc.
BBH continues to own Darling after trimming the position on strength early in the quarter. The company's core Feed and Food operations produced better-than-expected results…
BBH Select Mid Cap ETF
Concentrated mid-cap equity strategy focused on durable businesses, differentiated long-term views and valuation relative to intrinsic value.$475M AUM4 published ideas
BBH Select Mid Cap ETF is managed by Brown Brothers Harriman & Co. and invests in a concentrated portfolio of mid-cap companies. The strategy focuses on business durability, differentiated fundamental views, discounted cash-flow valuation, and buying companies at a meaningful discount to estimated intrinsic value over a three-to-five-year investment horizon.
Ideas from BBH Select Mid Cap ETF
LongGWREJun 2026
Guidewire Software, Inc.
BBH believes Guidewire's recent share-price weakness reflects timing issues rather than deterioration in underlying demand. The company remains the leading provider of core…
LongANETJun 2026
Arista Networks, Inc.
BBH views Arista as a leading supplier of data-center switches positioned to benefit from ongoing cloud and AI infrastructure investment. First-quarter revenue and free cash flow…
LongENTGJun 2026
Entegris, Inc.
BBH views Entegris as a critical supplier of filtration products, specialty materials, and delivery equipment used in high-precision semiconductor manufacturing. The…
Letters covered
- BBH Select Mid Cap ETF Quarterly UpdateJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.