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Who We Are

Since 1986, our global experience has provided clients with investment insights and a range of differentiated fixed income, equity, and alternative solutions. We thrive in a culture of debate that encourages ideas, respects diverse viewpoints, and invites candid discussion. By challenging one another and conventional thinking, we make better investment decisions and create value for our clients. We believe the elements of our culture have contributed to the quality of our client relationships and our investment success, and are also extremely important to how we view ourselves as a corporate citizen. We take many measures to advance our sustainability with a focus on employee engagement and inclusion, charitable giving, the environment, and the integration of environmental, social, and governance factors in our investment decision making.

Our mission is to deliver superior outcomes for our clients by encouraging independent thinking and challenging one another in a culture of integrity and mutual respect.

Our Values

Brandywine Global’s set of core values guides our day-to-day management interaction and forms the cornerstone of our culture. These six principles are integrated across the organization and provide a common framework for hiring, developing, promoting, and rewarding employees.

Act with Integrity

As a fiduciary, we believe acting with integrity is of the utmost importance. While no one particular value supersedes another, acting with integrity is the key to our core values system and is the benchmark for how we manage all of our valued relationships.

Take Ownership

Taking ownership means being accountable to our colleagues and clients. Our goals are often connected, and given these overarching themes, we value foresight that goes beyond individual responsibilities to exceed expectations and account for broad objectives.

Be Curious and Challenge Conventional Thinking

We encourage curiosity and a willingness to explore and question differing perspectives while being sensitive to cultural norms, expectations, and ways of communicating. These attributes are key to innovation and vital to our long-term, strategic growth.

Debate with an Open Mind

We believe a great idea can come from anywhere, which is why we leverage our employees’ diverse experiences, styles, backgrounds, and perspectives to get results. We encourage our colleagues to share and debate their views with respect and tolerance. This value is a key component to our team-based approach to investment management.

Build Strong, Diverse Relationships

Building strong, diverse relationships is essential to developing trust and creating a work climate where differences are valued and supported. We draw upon an array of relationships to exchange ideas, cultivate resources, and establish best practices as a way to remain at the forefront of the global investment management industry.

Strive for Balance

Our colleagues and culture are some of our greatest resources. Therefore, it is important to strive for balance within the organization, whether that means carefully assessing short- and long-term objectives or creating equilibrium between personal and professional goals.

When taken together, our core values ensure that we continue to uphold the highest professional standards, make the best investment decisions, and pursue long-term value for our clients.

We recognize that our people are our most important asset. We are proud to share that Brandywine Global has continually been chosen by Pensions & Investments as a Best Place to Work. Brandywine Global is recognized for having a strong culture, positive work environment, high employee engagement, and generous benefits. Our low turnover speaks to the commitment of senior management to our firm’s culture and employees.

Brandywine Global offers a wide range of benefits to support its employees, including fully subsidized family health care options, a generous 401(k) plan with matching contributions, tuition reimbursement, paid time off, and family leave above what is required by law. In addition to competitive compensation, employees are eligible to receive profit sharing to participate in the Firm’s success.

We engage with employees through internal education sessions that focus on areas where our employees need or want development as well as quarterly firm-wide town hall meetings. Through periodic surveys of employees, we ask for feedback on how we are doing across several categories, including culture, leadership, diversity & inclusion, pay & benefits, role, and learning and development.

We work hard but manage to find time to have fun along the way. We host a variety of events throughout the year that foster new and deepened connections. 

Employees are encouraged to introduce affinity groups to connect with others on similar interests and objectives. The Brandywine Global Young Professionals Network, developed by and for early-in-career professionals, aims to, among other things, further professional development through sharing of experiences, mentoring, and leveraging senior internal guest speakers. Employees also founded an environmental employee resource group as a forum to promote awareness and education around topics of sustainability to inspire environmental improvements in the workplace and personal lives. 

Brandywine Global strives to be an organization that puts learning and development of our employees at the forefront with a focus on experience, exposure, and education. In addition to offering a generous tuition reimbursement program to advance the education of our employees, we host a Brandywine Global Manager Essentials course annually that covers topics from hiring great people to coaching for performance and rewarding performance.

Our performance management system focuses on meaningful conversations on improvement and development. Employees drive these check-ins and use them as an opportunity to share the work they’ve done over a quarter, what they have learned, and what additional support they may need to succeed. Our rewards system aligns with our check-ins, ensuring there is transparency in terms of expectations and how performance is awarded.

Brandywine Global provides internal educational opportunities, such as our monthly webinar series where employees can participate in learning directed toward broadening their understanding of the financial services and securities industry. Further, we encourage development within the firm by posting all positions internally and actively considering internal candidates before going outside the firm. We nominated employees to participate in our parent company’s leadership development program focused on accelerating the development of mid- to senior-level Latino/Latina, Asian, and Black leaders.

Brandywine Global hosts formal summer internship and co-op programs throughout the year. The Summer Internship Program includes a learning series with presentations by business leaders and subject matter experts throughout the firm, networking opportunities, and business skill development. Partnering with local colleges and universities, Brandywine Global supports a year-round co-op program where students receive hands-on experience in investment management functions. Co-ops participate in reverse interviewing sessions with managers and department heads throughout the firm, who share career experience, industry knowledge, and subject matter expertise. Our aim is to provide internship and co-op participants with a positive company experience and early, hands-on experience and opportunities in their future fields of employment.

Our goal is to draw on and fully leverage the wisdom of a workforce that reflects the population we serve. For Brandywine Global, D&I starts with building a strong foundation that includes being intentional about stating our core set of values AND translating those values into expectations of behavior to which all employees are accountable.

We are intentional about hiring and developing a more diverse talent pool. To that end, we:

  • Promote blind resumes at the onset of the candidate review process
  • Conduct an annual pay equity analysis to ensure equal pay for equal work
  • Ensure managers and employees understand what it means to support an environment free of harassment through mandatory annual anti-sexual harassment training
  • Support our leaders in their journey to understand how their behaviors, biases, and ways of communicating can help or hinder an inclusive workforce through D&I education, including unconscious bias training

We continuously update our policies to support a workforce with diverse needs, including a paid leave program above and beyond what is required by law to ensure employees are compensated and supported equitably during a qualified Family Medical Leave Act leave. Additionally, we support flexible work schedules by leveraging virtual communication technology to improve presence when working remotely.

Within the community, we sponsor a number of initiatives to foster development of underrepresented groups within investment management, including:

  • Local sponsorship and active participation in Women in Investing (WIN), a group that seeks to promote and support the learning, development, and advancement of women in the investment management business.
  • Annual participation in the PA Conference for Women, where Brandywine Global sends at least 30 employees for a day of personal development.

To read more about our D&I efforts, you may review the Brandywine Global Diversity and Inclusion Statement.

Brandywine Global promotes charitable giving as a way to inspire employees to give back to their communities and work toward a common goal.

Volunteers also participate in local environmental initiatives, typically organized around an Earth Day clean-up event on the Schuylkill River, a waterway that flows through the city a few blocks from our office. The event is sponsored by the firm’s employee-driven Environmental Group. Employees also have initiated a professional clothing collection to donate to the Career Wardrobe, a local organization that seeks to empower individuals in their employment efforts.

Brandywine Global also participates in the annual "Take Your Child To Work Day," with wide participation from employee volunteers. The children (or relatives) of employees gain exposure to the office environment, the financial system, and different work opportunities and take part in the always popular stock market game, in which they manage mock portfolios.

In addition, many Brandywine Global employees volunteer their time and leadership skills outside the workplace to a broad range of cultural, educational, and philanthropic non-profit organizations.

Employees are encouraged to use less paper by leveraging the Firm’s electronic documents management and workflow systems. The Firm has also engaged a company that periodically collects old electronics (computers, televisions, cellphones, printers) for proper recycling or re-purposing. This service is utilized by both the firm and employees. Employees are also encouraged to participate in battery recycling provided through building management and to reduce their commuting carbon footprint by walking, biking, or utilizing public transportation. Employees are additionally given a reusable bag to replace single-use plastic bags that may be utilized on errands or otherwise. Recycling is promoted through designated bins and education. Sustainability is considered in the procurement of our disposable kitchen items. Our “plasticware” is made from corn and biodegrades safely; further, we’ve eliminated disposable cups in employee kitchen spaces in favor of permanent drinkware. We also eliminated plastic water bottles from vending areas and switched to filtered and fruit-infused water.

In addition, we strive to help save electricity and combat light pollution. The firm’s offices use occupancy sensors that automatically turn off lights in spaces that are unoccupied. The 1735 Market Street location participates annually in Earth Hour by switching off lights in a symbolic action meant to catalyze positive environmental impact and employees are also encouraged to participate. The 1735 Market Street location additionally participates in the National Lights Out movement to assist with bird migration across the Atlantic Flyway by turning off or blocking as many external and internal building lights as possible during bird migration seasons.

Brandywine Global is a signatory of the U.N. supported Principles for Responsible Investment as a demonstration of our commitment to the consideration of Environmental, Social, and Governance (ESG) factors in our investment activities. As disciplined value investors, Brandywine Global assesses the full range of both opportunities and risks, including Responsible Investment, when evaluating investments with the belief that a company’s or country’s management of its material ESG issues plays an instrumental role in its ability to generate sustainable, long-term results. Additional information is available on our dedicated Responsible Investment page.

ESG investments may be viewed as “sustainable”, “responsible”, or “socially conscious” among other names. Analysis and integration of ESG factors is qualitative and subjective by nature, and there is no guarantee that the ESG criteria used, or judgement exercised, by Brandywine Global will reflect the values of any one particular investor.

General Disclaimers: This material has been prepared by Brandywine Global Investment Management, LLC ("Brandywine Global") and is provided to certain qualified institutions, financial intermediaries, and institutional investors for informational purposes only. It may not be reproduced or redistributed without Brandywine Global's prior written approval. This material is not intended to be a forecast, research, or investment advice, and is not a recommendation, or an offer or solicitation to buy or sell any securities or to adopt any particular investment strategy. The information set forth herein has been derived from sources believed to be accurate, reliable, and current as of the date of this material, but is subject to change without notice. The opinions expressed may differ from those of other Brandywine Global portfolio management teams and our affiliates. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be, interpreted as recommendations. The material was prepared without regard to specific objectives, financial situation or needs of any investor and should not be used as the basis of any investment decision.

Risk: All financial investments involve an element of risk. Past performance does not guarantee future results. The value of investments and the income derived from investments will fluctuate and a loss of principal can occur.

Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial operations outside of the U.S. can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include market/currency fluctuations, withholding or other taxes, trading, settlement, custodial, and other operational risks, and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets may perform differently from the U.S. market.

Transactions in any option, future, commodity, or other derivative product is not suitable for all persons and accordingly, investors should be aware of the risks involved in trading in such instruments. Transactions in derivatives have the potential to increase liquidity risk and introduce other significant risk factors of a complex character. All securities trading, whether in stocks, options, or other investment vehicles, is speculative in nature and involves substantial risk of loss. No assurance, representation, or warranty is made by any person that any of the aims, assumptions, expectations, objectives, and/or goals stated herein will be achieved. Nothing contained in this material may be relied upon as a guarantee, promise, assurance, or representation as to the future.

Fixed income securities are subject to the risks associated with debt securities generally, including credit, liquidity and interest rate risk. High yield and lower-rated fixed income securities involve greater risk than investment-grade securities. Asset-backed, mortgage-backed or mortgage related securities are subject to additional risks such as prepayment and extension risks. High yield bonds possess greater price volatility, illiquidity, and possibility of default.

Equity investments are subject to market risk. The value of investment may fluctuate in response to the prospects of individual companies, particular sectors, and/or general market conditions. Investments in in speculative and/or small-cap, mid-cap and micro-cap companies may involve a higher degree of risk and volatility than investments in larger, more established companies, including such risks as lack of product diversification, potentially insufficient capital resources and greater exposure to business and economic cycles.

Portfolio Structure: Each client’s portfolio is individually managed and may vary from the information shown in terms of allocations, portfolio holdings, characteristics, and performance. Current and future portfolio compositions and performance may be significantly different. Any securities, sectors or allocations referenced may or may not be represented in portfolios of clients of Brandywine Global, and do not represent all of the securities purchased, sold, or recommended for client portfolios. The reader should not assume that any investments in securities, sectors and/or markets identified or described were or will be profitable or that similar investments will be available in the future.

Outlook: Economic and market forecasts presented herein reflect a series of assumptions and judgments as of the date of this material and are subject to change without notice. These forecasts do not take into account the specific investment objectives, restrictions, tax and financial situation or other needs of any specific client. Actual data will vary and may not be reflected herein. These forecasts are subject to high levels of uncertainty that can affect actual performance. Accordingly, these forecasts should be viewed as merely representative of a broad range of possible outcomes. These forecasts are estimated, based on assumptions, and are subject to significant revision and may change materially as economic and market conditions change. Certain information or statements contained herein may constitute a forward-looking statement. Forward- looking statements are predictive in nature and speak only as of the date they were made. Brandywine Global assumes no duty to and does not undertake to update forward-looking statements. Forward-looking statements refer to future events or conditions and are subject to a number of assumptions, risks and uncertainties that could cause actual results or events to differ materially from current expectations.

Third-Party Ratings: Any unpublished third-party rankings, awards or similar groupings have inherent limitations and qualifications, and are not indicative of the experience of any client or investor or of the future performance of any product described herein. There can be no assurance that the universe upon which the ratings or awards were based included all investment products within each category that are actually in operation or existence. The investment products on which the ratings were based may differ substantially in terms, objective, strategy, target risk return profile and certain other significant respects from those referenced herein.

Indices/Benchmarks: Indices are unmanaged and are not available for direct investment. Indices are not subject to fees and expenses typically associated with separate accounts or investments in funds. References to indices, benchmarks or other measures of relative market performance over a specified period of time are provided for your information only and do not imply that the portfolio will achieve similar results. The index composition may not reflect the manner in which a portfolio is constructed. While an adviser seeks to design a portfolio which reflects appropriate risk and return features, portfolio characteristics may deviate from those of the benchmark.

Selection of Representative Account: Representative accounts are generally the least restrictive account in a composite at the time of selection. Each client account is individually managed; individual holdings will vary for each account and there is no guarantee that a particular account will have the same characteristics as described. Actual results may vary for each client due to specific client guidelines, holdings, and other factors. In limited circumstances, the designated representative account may have changed over time, for reasons including, but not limited to, account termination, imposition of significant investment restrictions, or material asset size fluctuations.

Environmental, Social and Governance (“ESG”): This material discusses Brandywine Global’s current efforts to integrate responsible and sustainable investing principles into its investment process. Certain examples are provided herein for illustrative purposes only and are not intended to be representative of Brandywine Global’s investment process with respect to every investment. ESG investments may be viewed as “sustainable, “responsible”, or “socially conscious” among other names. Analysis and integration of ESG factors is qualitative and subjective by nature, and there is no guarantee that the ESG criteria used, or judgment exercised, by Brandywine Global will reflect the values of any one particular investor. Different investment managers may utilize and evaluate ESG factors in different ways. Investing in ESG investments carries the risk that under certain market conditions, the investment strategy may underperform strategies that do not utilize a responsible investment strategy. An investment’s ESG performance or Brandywine Global’s assessment of such performance may change over time. ESG is not a uniformly defined characteristic and information used to evaluate ESG characteristics may not be readily available, complete, or accurate, and may vary across providers and issuers. The ESG considerations assessed as part of the research and investment approval process may vary across eligible investments and not every ESG factor may be evaluated for every investment. There is no guarantee that the evaluation of ESG characteristics will be additive to a strategy or account’s performance.

This website and the information contained herein does not constitute and is not intended to constitute an offer of any kind, including securities and accordingly should not be construed as such. Any products or services referenced on this website are for informational purposes only and may not be licensed or permitted to be purchased in your jurisdiction, and unless otherwise indicated, no regulator or government authority has reviewed this website or the merits of the products and services referenced. The content of this website is intended for eligible institutional investors (as such term is defined in any given jurisdiction). Before acting on any information on this website you should be well informed of and observe all applicable laws, rules and regulations of your home jurisdiction and obtain independent advice if required.

Past performance is no guarantee of future results.