BRX Global LP
BRX Global LP is a hedge fund company headquartered in New York, NY. Founded in 2020, the firm manages private investment vehicles and has less than $150 million in assets under management. The firm operates primarily in the United States and is managed by experienced partners including Brian David Jackelow (Chief Compliance Officer, COO, and CFO), William Anthony Browne, and David Browne. BRX Global caters to accredited investors and institutional clients seeking actively managed alternative investment strategies involving equities.
Investment Strategy
BRX Global LP focuses on managing concentrated, actively traded equity portfolios. The firm takes significant positions in select public companies, primarily in the technology, financial, and industrial sectors. Its recent holdings have included leading U.S. corporations such as Guidewire Software, TransDigm Group, Moody's Corporation, and Microsoft. BRX Global pursues a research-driven, fundamental analysis approach to identify high-conviction opportunities and dynamically adjusts portfolio allocations based on market developments and risk management considerations.
Top Holdings
Equity Positions (3)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GWRE | Guidewire Software Inc | 39.80% | $47.1M | 200,082 | $117.45 | $235.45 | +$5.2M |
T TDG | Transdigm Group Inc | 34.88% | $41.3M | 27,149 | $621.21 | $1520.64 | +$3.7M |
M MCO | Moodys Corp | 25.32% | $30.0M | 59,743 | $354.99 | $501.59 | +$2.1M |