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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.

ASSETS UNDER MANAGEMENT
$32.2 BILLION As of April 30, 2021

By Strategy $MM
Large Cap (closed to most new investors) 19,560
Small-Mid Cap (closed to most new investors) 3,180
Corporate Credit 1 2,169
Long-Short 2,088
Short Duration Securitized Bond 1,281
Mid Cap 1,141
High Yield 1 1,072
Small Cap 632
Core Bond 576
All Cap Select 423
Large Cap Concentrated 45
International 20
Global 17

1 Brandywine Global Investment Management to acquire fund in 3Q21 subject to customary closing conditions, including fund shareholder approval.
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