Brandywine Managers, LLC
Brandywine Managers, LLC is a Delaware-based investment adviser and fund manager associated with Brandywine Trust Company, LLC. The firm commenced operations as an investment manager in Hockessin, Delaware, and manages capital primarily on behalf of institutional and high-net-worth clients. As part of Brandywine Trust, it has a substantial role in providing fiduciary and investment management services focused on wealth preservation and long-term purchasing power across generations, leveraging deep experience in portfolio construction and risk management. The firm specifically manages approximately $12.9 billion of assets for its clients and is recognized for offering comprehensive investment solutions.
Investment Strategy
Brandywine Managers, LLC delivers investment and fiduciary solutions that emphasize real yield, capital preservation, principal growth, and interest income. Their investment process systematically combines macroeconomic research, valuation analysis, bond and currency analysis, and robust risk management to build diversified portfolios. They construct portfolios by developing themes based on country, currency, duration, and credit decisions, and integrate risk analysis to optimize global fixed-income opportunities. The firm's philosophy involves systematic diversification across strategies and markets, with the intention of reducing event risk and enhancing long-term portfolio stability for their institutional and high-net-worth clientele.
Top Holdings
Equity Positions (36)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ACWI | ISHARES TR | 37.53% | $37.8M | 293,679 | $96.85 | $128.60 | +$3.6M |
C CRWD | CROWDSTRIKE HLDGS INC | 16.61% | $16.7M | 32,814 | $199.62 | $509.31 | +$5.1M |
P PATH | UIPATH INC | 12.84% | $12.9M | 1,009,684 | $35.84 | $12.80 | +$2.5M |
N NVDA | NVIDIA CORPORATION | 3.19% | $3.2M | 20,310 | $7.28 | $157.99 | +$1.0M |
N NTRA | NATERA INC | 2.99% | $3.0M | 17,838 | $21.51 | $168.94 | +$462.8K |