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OUR SHARED INVESTMENT PRINCIPLES

ACTIVE, FUNDAMENTAL APPROACH

We believe we can add the most value with an active, fundamentally driven process.

OWNERSHIP

Our investment professionals approach each investment as long-term owners, and they invest heavily alongside our clients. With every employee an owner of company shares their first day, we promote an ownership mentality throughout the firm.

LONG-TERM

We are long-term oriented in both our investment analysis and the management of our business.

VALUATION DISCIPLINE

We invest with a valuation discipline. We believe in taking an ownership stake in an investment at a discount to what we believe it is worth and waiting patiently for value to be realized.

CAPACITY DISCIPLINE

We are committed to capacity discipline. We believe prudent capacity management puts our clients’ interests first.

 

OUR COMMITMENT TO INVESTMENT SUSTAINABILITY

As stewards of client capital, we are committed to generating excellent investment outcomes for our long-term partners. Through our deep, fundamental research, we thoroughly evaluate all material risks and opportunities that could impact the value of an investment over the long term, including issues related to sustainability and ESG factors.

More on Sustainability

ASSETS UNDER MANAGEMENT
$32.4 BILLION 1 As of June 30, 2021

$MM
U.S. Equity
Large Cap (closed to most new investors) 19,604
Small-Mid Cap (closed to most new investors) 3,042
Mid Cap 1,081
Small Cap 603
All Cap Select 419
Large Cap Concentrated 50
Alternatives
Long-Short 2,058
International Equity
International 21
Global 17
Fixed Income
Corporate Credit 2 2,266
Short Duration Securitized Bond 1,345
High Yield 2 1,148
Core Bond 609
Additional Fixed Income 3 151

1 Includes assets from privately offered vehicles.

2 Brandywine Global Investment Management to acquire fund in 3Q21 subject to customary closing conditions, including fund shareholder approval.
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3 Includes assets from non-marketed separate accounts.

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