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 AUM16 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
LongENTGJun 2026
Entegris Inc.
Entegris is a critical supplier of filtration products, materials, and delivery equipment used in high-precision semiconductor fabrication. The fund sees improving semiconductor…
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…
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…
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.
Arista is the leading provider of data-center switches to cloud-network customers and is positioned as a direct beneficiary of AI data-center buildouts. First-quarter revenue and…
LongGWREJun 2026
Guidewire Software Inc.
Guidewire is the leading core-systems software provider to the property and casualty insurance industry. The fund views recent deal slippage as timing rather than weakening…
LongDARJun 2026
Darling Ingredients Inc.
Darling is the global leader in rendering animal byproducts and used cooking oil into fats and proteins for feed, specialty health products, and renewable diesel. First-quarter…
LongENTGJun 2026
Entegris Inc.
BBH owns Entegris as a critical supplier of filtration products, materials and delivery equipment used in high-precision semiconductor fabrication. The company reported strong…
LongANETJun 2026
Arista Networks Inc.
BBH views Arista as the leading provider of data-center switches to cloud-network customers and a direct beneficiary of the AI infrastructure buildout. First-quarter revenue and…
LongGWREJun 2026
Guidewire Software Inc.
BBH continues to own Guidewire despite a quarterly share-price decline because it believes recent deal slippage reflects timing rather than weakening demand. The company remains…
LongDARJun 2026
Darling Ingredients Inc.
BBH owns Darling as the global leader in rendering animal byproducts and used cooking oil into fats and proteins for feed, specialty health products and renewable diesel…
LongENTGJun 2026
Entegris Inc.
BBH owns Entegris as a critical supplier of filtration products, materials and delivery equipment used in high-precision semiconductor fabrication. The company reported strong…
LongANETJun 2026
Arista Networks Inc.
BBH views Arista as the leading provider of data-center switches to cloud-network customers and a direct beneficiary of the AI infrastructure buildout. First-quarter revenue and…
LongGWREJun 2026
Guidewire Software Inc.
BBH continues to own Guidewire despite a quarterly share-price decline because it believes recent deal slippage reflects timing rather than weakening demand. The company remains…
LongDARJun 2026
Darling Ingredients Inc.
BBH owns Darling as the global leader in rendering animal byproducts and used cooking oil into fats and proteins for feed, specialty health products and renewable diesel…
Letters covered
- BBH Select Mid Cap ETF Quarterly Update | 2Q 2026June 30, 2026
- BBH Select Mid Cap ETF Quarterly UpdateJune 30, 2026
- BBH Select Mid Cap ETF Quarterly Update | 2Q 2026June 30, 2026
- BBH Select Mid Cap ETF Quarterly Update | 2Q 2026June 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.