Fundamental Equity
The Fundamental Equity team, led by Patrick Kaser, manages value-oriented strategies across the full range of market capitalizations, with a focus on bottom-up analysis to identify companies with overlooked or improving fundamental strength, typically those with industry-leading characteristics as well.
Investment Team Head
Patrick is head of the Fundamental Equity team and serves as co-lead portfolio manager on the Classic Large Cap Value strategy. Patrick is responsible for researching the financial and healthcare sectors, contributing insights and stock recommendations. He joined the Firm in 1998. He is a member of the Firm’s Executive Board, co-chair of the firm’s Brokerage Committee, and Executive Sponsor of the firm’s DEI Council. Before becoming a portfolio manager, Patrick worked for the Firm as an analyst on the Large Cap Value Equity team. He was also with Dean Witter as an account executive (1996-1997). Patrick is a CFA® charterholder and earned an M.B.A. in Finance from the University of Delaware and a B.A. in Political Science from Arizona State University. He is a member of the CFA Society of Philadelphia and has been quoted in The Wall Street Journal, Financial Times, The Washington Post, Barron’s and others. Patrick has appeared on CNBC, Fox Business News, and Bloomberg television and radio.
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Investment Team
Justin rejoined the Firm in April 2013 as an analyst on the Fundamental Equity team and now also co-manages the micro- and small-cap portfolios. He has over 25 years’ experience in the investment management industry with a focus on fundamental research and analysis. Before rejoining the firm, Justin was a Managing Member of Clarke Bennitt, LLC. (2005-2011). He previously held several roles with Brandywine Global including Midcap Value Equity Portfolio Co-Manager (2004 - 2005); Senior Research Analyst - Small/Smid Product Group (2001 - 2005); Research Analyst - International Value Product Group (1998 - 2001) and Quantitative Analyst - Domestic and International Product Groups (1996 - 1998). Justin earned a B.A. in Economics from Hobart and William Smith Colleges.
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Jim serves as the Director of Fundamental Equity Research and co-manages the Global and International Opportunistic Equity strategies. He rejoined the Firm in December 2008 after three years serving as a founding partner of Clarke Bennitt, LLC. From 1997 to 2005, Jim worked as an equity analyst and portfolio manager for Brandywine Global's large, mid, and small cap value equity portfolios, and as lead manager of the Firm's small cap portfolios for five years. Prior to his initial term of employment with Brandywine Global, Jim worked as a financial analyst at Morgan Stanley in New York and Tokyo (1991-1995). He earned a B.A. in History from Williams College where he was a member of Phi Beta Kappa and graduated summa cum laude. Jim earned an M.B.A. in Finance from Columbia University.
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Hannah is a research analyst on the Fundamental Equity Team, responsible for general research coverage across geographies, industries, and market capitalizations in support of our fundamental equity products. Prior to joining Brandywine Global in 2021, Hannah served as a senior analyst with Ernst & Young (2018-2020) in their Strategy and Transactions practice. Hannah graduated Magna Cum Laude with a B.S. in Finance from the University of Delaware.
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Ivy is a senior research analyst for our Fundamental Equity Team, responsible for healthcare and general research coverage across geographies, industries, and market capitalizations in support of our fundamental equity products. As the Fundamental Equity Team ESG Lead, Ivy coordinates efforts and implementation across the team, working closely with the Head of ESG for the firm. Prior to joining Brandywine Global in January 2014, Ivy was an intern with Brandywine Global in 2013 assisting with company research. She graduated summa cum laude with a B.A. in Mathematics from Bryn Mawr College. Ivy is a CFA® charterholder.
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Celia serves as a co-lead portfolio manager on the Classic Large Cap Value Strategy and research analyst on the Fundamental Equity team. Celia is responsible for researching the technology, communications services, and consumer discretionary sectors, contributing insights and stock recommendations. Prior to joining Brandywine Global in September 2018, she served in various roles at Aberdeen Standard Investments (2012-2018), including as an investment manager. Celia earned a B.A. in Philosophy, Politics & Economics from the University of Pennsylvania. She is a CFA® charterholder and a member of the CFA Society of Philadelphia. Celia is a member of Inve$t in Her Future, a committee within the CFA Society of Philadelphia, focused on promoting the financial industry amongst female university students as an attractive career path and supporting the next generation of female financial professionals.
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Greg is a portfolio co-manager for our micro- and small-cap portfolios. During his career at Brandywine Global, Greg has served as a fundamental and quantitative analyst as well as the lead trader for the Diversified Value Equity portfolios. Greg joined the Firm in 2000. Previously, he was with Trinity Investment Management as a securities trader (1996-2000). Greg holds the Chartered Financial Analyst® designation and earned a B.A. in Accounting from Pennsylvania State University. He is a member of the CFA Society of Philadelphia and the CFA Institute.
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Bill is a senior research analyst for our Fundamental Equity Team, responsible for general research coverage across geographies, industries, and market capitalizations in support of our fundamental equity products. Bill joined the Firm in 2003. Previously, he was a senior investment analyst for The Vanguard Group (2000-2003); senior equity analyst for DuPont Capital Management (1996-1999); partner/portfolio manager/analyst & director of marketing for Cashman, Farrell & Associates (1990-1996); portfolio manager & vice president for Smith Affiliated Capital Corp. (1989-1990); senior portfolio manager and vice president of marketing for Hutton Capital Management (1986-1989); and account executive for Merrill Lynch, Pierce, Fenner and Smith & Thomson McKinnon Securities (1982-1986). Bill graduated cum laude with a B.A. in Political Science from Boston College.
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Sorin is a research analyst for our large-cap equity strategies and co-manages the Global and International Opportunistic Equity strategies. He is responsible for research coverage of U.S. and global financial companies. Prior to joining Brandywine Global in May 2014, Sorin was a global equity analyst and Principal of Turner Investment Partners (2011-2014) with a focus on global real estate, U.S. REITS, U.S. homebuilders and emerging market banks; senior research analyst, Vice President at Blackrock on their Global Opportunities team covering global financials (2005-2011); and an investment banking analyst focusing on global industrials and corporate and investment banking for Bank of America Securities (2004-2005). He graduated summa cum laude with a B.S. in Business Administration from Drexel University and studied at the Academy of Economic Studies of Moldova. Sorin is a CFA® charterholder.
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Steven is an associate portfolio manager for the micro- and small-cap portfolios and research analyst for the Fundamental Equity Team. Prior to joining Brandywine Global in April 2016, Steven was a senior investment analyst covering multiple sectors for value investment firms, Aegis Financial Corporation (2012-2015) and Leap Tide Capital Management (2005-2012), and an investment analyst for value investment firm, Kenner Management (Tivoli Partners, L.P.)(2004-2005). He also held associate positions in equity research with Jefferies & Company (2002-2004) covering value-oriented special situations and C.E. Unterberg, Towbin (2000-2001) covering technology. Steven graduated from Swarthmore College with a B.A. in Economics and is a CFA® charterholder.
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Vincent is an international equity analyst on the Fundamental Equity Team, responsible for general research coverage outside of the U.S. across industries and market capitalizations in support of our Global Opportunistic Equity and International Opportunistic Equity strategies. Prior to joining Brandywine Global in 2022, Vincent served as principal at Needham & Company (2018-2022), as associate director at Oppenheimer & Co (2017-2018), as research analyst at 7ParkData, and as investment generalist at Sureview Capital (2012-2015). Vincent earned an M.S. in Financial Engineering from New York University and a B.S. in Economics and Law from China University of Political Science and Law.
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Traders
John is the lead trader for the Firm’s micro-, small- and small/mid-cap portfolios and a primary trader for the Wealth Management Group channel. He is also responsible for providing support to the Diversified Value Equity portfolios. John joined the Firm in 1999. Previously, he was with Southcoast Capital as an institutional equity trader (1996-1999), and PNC Bank as a financial analyst (1989-1996). John earned an M.B.A. in Finance from St. Joseph’s University and a B.A. in Finance and Accounting from Lehigh University.
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Kevin is the primary trader for the Fundamental Equity team’s Wealth Management Group channel. He also supports the U.S. equity trading desk in performing functions for all equity investment strategies at Brandywine Global. Prior to becoming an equity trader in August 2009, Kevin supported the trading desk as a trading assistant and has been with the Firm since 1999. Kevin earned a B.S. in Finance from Wilmington University.
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Dave is the head trader for Brandywine Global’s equity portfolios. Prior to being appointed to this position in March 2007, he served as lead equity trader for the Firm’s Diversified Value Equity portfolios in addition to providing support to the Fundamental Equity team. He joined the Firm in 2000. Previously, Dave was with OTA Limited Partnership, a full-service institutional broker/dealer, as a financial analyst/trader (1989-2000); First Federal Savings Bank as a senior accountant (1987-1989), and Beneficial Mortgage Corporation as the loan accounting manager (1985-1987). Dave earned a B.S. in Accounting from Pennsylvania State University.
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