Who We Are

A disciplined, value-based investment culture.

>$1.2B

BBH Lux Fund Assets Under Management (as of 06/30/2025)
>50

Investment Professionals with average 10 years BBH tenure

BBH Founded

BBH was founded in 1818 and today it remains one of the oldest continuously operating private partnership banks in the United States.

1818

BBH Luxembourg Funds formed (originally as a SIF, converted to a SICAV in 2011)

BBH Luxembourg Funds (the “Company”) is an open-ended investment company established in Luxembourg as a société d’investissement a capital variable (“SICAV”). The Company is registered in the Grand Duchy of Luxembourg as an undertaking for collective investment in transferable securities (“UCITS”) pursuant to Part I of the Luxembourg law of 17 December 2010. The Company was incorporated in Luxembourg on December 16, 2008 as an investment company with variable capital - specialized investment fund (société d’investissement à capital variable – fonds d'investissement spécialisé). In 2011, the Company changed its corporate objective to become a SICAV subject to part I of the UCI Law. The Company was a self-managed SICAV until 2016 when it appointed FundRock as its Management Company.

2008

BBH Core Select launched

BBH Luxembourg Funds - BBH Core Select launched in 2009 with the objective to provide investors with long-term growth of capital and to generate attractive returns over time. The Fund employs a disciplined investment approach focused on a concentrated portfolio of durable, well-managed, high-quality, competitively-advantaged businesses that we aim to own at attractive prices.

2009

BBH Short Duration launched

BBH Luxembourg Funds - BBH Short Duration Fund launched in 2009, designed for interest rate sensitive investors seeking broad exposure to the fixed income markets with a portfolio duration of less than three years. The Fund seeks to provide maximum total return, consistent with preservation of capital and prudent investment management.

2009

BBH Income Fund launched

BBH Luxembourg Funds - BBH Income Fund launched in 2020 with the objective to provide maximum total return, consistent with preservation of capital and prudent investment management. The Fund is designed to deliver excellent returns through market cycles for investors seeking broad exposure to the fixed income market.

2020

Investment Principles

Investment principles consistently applied across all of our investment strategies:

Active Management: We believe in a bottom up, value-based approach to active management
Durability: We only invest in assets we believe are built to withstand a variety of economic conditions.
High Conviction: We work to balance ample diversification with ensuring meaningful concentration in our highest conviction ideas.
Long-term Perspective: We underwrite our investments to perform through economic cycles.
Discipline and Patience: We let valuation drive our investment process, and will hold reserves when the opportunity set is limited.

What Makes Us Different

As shareholders in our own funds, BBH Partners, and investment professionals have a strong alignment of interest with our investors
Our investment philosophy and principles are consistently applied across asset classes
We focus our resources on a select number of strategies where we believe we can deliver investment excellence
Our relative size provides us with unique investment opportunities and enduring competitive advantages

Our Approach to ESG

In BBH Mutual Funds, ESG analysis is embedded in our bottom-up investment process, and environmental, social and governance factors are evaluated, as part of our research process, to help us access long-term sustainability and durability of our equity strategies, corporate bonds, municipal debt and structured products.

Learn More about Our Approach to ESG