Brandywine Global Investment Management, LLC
Brandywine Global Investment Management, LLC is a specialist investment manager founded in 1986 and based in Philadelphia, PA. Now a subsidiary of Franklin Resources, Inc., the firm focuses primarily on institutional clients including pension plans, endowments, foundations, governments, insurance companies, corporations, and high-net-worth individuals. With offices in London and Singapore, Brandywine Global employs over 200 professionals and is known for its disciplined, value-oriented approach to investment management, offering differentiated fixed income, equity, and alternative strategies to clients globally.
Investment Strategy
Brandywine Global pursues a value investing philosophy, looking beyond short-term and conventional thinking to rigorously identify long-term opportunities. The firm specializes in global fixed income, diversified and fundamental value equity, balanced accounts, and alternatives for institutional and high-net-worth clients. Brandywine leverages deep global research and experience, focusing on attractive valuations, disciplined active management, and multi-asset, risk-managed portfolios, seeking to generate superior risk-adjusted returns over the long term.
Top Holdings
Equity Positions (554)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE & CO. | 2.65% | $376.4M | 1,298,315 | $59.62 | $289.91 | +$42.5M |
C CMCSA | COMCAST CORP NEW | 2.13% | $302.7M | 8,481,249 | $39.39 | $35.69 | +$28.6M |
J JNJ | JOHNSON & JOHNSON | 2.12% | $301.3M | 1,972,587 | $155.55 | $152.75 | -$50.0M |
B BAC | BANK AMERICA CORP | 2.04% | $289.9M | 6,125,842 | $30.10 | $47.32 | +$24.2M |
C C | CITIGROUP INC | 2.02% | $286.3M | 3,362,968 | $51.09 | $85.12 | +$54.1M |