Brandywine GLOBAL - About Us
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
Managing Director & Portfolio Manager
Patrick S. Kaser, CFA   Managing Director & Portfolio Manager
Patrick is head of the Fundamental Equity team and serves as 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. 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, BusinessWeek, The Washington Post, Barron’s and others. Patrick has appeared on CNBC, Fox Business News, and Bloomberg television and radio.
Domestic Balanced
Domestic Balanced
Global & International Value Equity
Global Opportunistic Equity
Large Cap Value Equity
Classic Large Cap Value
Micro Cap Value Equity
Microcap Equity
Small Cap Value Equity
Small Cap Value Equity
Small Mid Cap Value Equity
Small/Mid Cap Value Equity
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Large Cap Value Equity Webcast
January 11, 2017
Large Cap Value Equity Webcast
January 11, 2017
Large Cap Value Equity Webcast
October 11, 2016
Large Cap Value Equity Webcast
October 11, 2016
Patrick Kaser on Bloomberg Radio
October 6, 2016
Large Cap Value Equity Webcast
July 11, 2016
Large Cap Value Equity Webcast
July 11, 2016
Large Cap Value Equity Webcast
April 14, 2016
Large Cap Value Equity Webcast
April 14, 2016
Large Cap Value Equity Webcast
January 8, 2016
Large Cap Value Equity Webcast
January 8, 2016
Large Cap Value Equity Webcast
October 9, 2015
Large Cap Value Equity Webcast
October 9, 2015
Large Cap Value Equity Webcast
July 9, 2015
Large Cap Value Equity Webcast
July 9, 2015
Large Cap Value Equity Webcast
April 9, 2015
Large Cap Value Equity Webcast
April 9, 2015
Large Cap Value Equity Webcast
January 9, 2015
Behavioral Lessons for Value Investors
June 10, 2014
Investment Team
Portfolio Manager & Research Analyst
Justin C. Bennitt   Portfolio Manager & Research Analyst
Justin rejoined the Firm in April 2013 as an analyst on the Fundamental Equity team and now also co-manages the micro-, small- and smid-cap portfolios. He has over 18 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.
Domestic Balanced
Domestic Balanced
Global & International Value Equity
Global Opportunistic Equity
Large Cap Value Equity
Classic Large Cap Value
Micro Cap Value Equity
Microcap Equity
Small Cap Value Equity
Small Cap Value Equity
Small Mid Cap Value Equity
Small/Mid Cap Value Equity
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Portfolio Manager & Director of Fundamental Research
James J. Clarke   Portfolio Manager & Director of Fundamental Research
Jim serves as Director of Fundamental Equity Research, portfolio manager for our Classic Large Cap Value Equity strategy, and lead portfolio manager for the Global Opportunistic Equity strategy. 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.
Domestic Balanced
Domestic Balanced
Global & International Value Equity
Global Opportunistic Equity
Large Cap Value Equity
Classic Large Cap Value
Micro Cap Value Equity
Microcap Equity
Small Cap Value Equity
Small Cap Value Equity
Small Mid Cap Value Equity
Small/Mid Cap Value Equity
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Avoiding Investment Errors in a Bull Market
July 7, 2014
Research Analyst
Ivy Gluck   Research Analyst
Ivy is a research analyst for our large cap and global equity strategies, responsible for general research coverage. Prior to joining Brandywine Global in January 2014, Ivy was an intern with Brandywine Global in 2013 assisting with research on international financial services companies. She graduated summa cum laude with a B.S. in Mathematics from Bryn Mawr College.
Domestic Balanced
Domestic Balanced
Global & International Value Equity
Global Opportunistic Equity
Large Cap Value Equity
Classic Large Cap Value
Micro Cap Value Equity
Microcap Equity
Small Cap Value Equity
Small Cap Value Equity
Small Mid Cap Value Equity
Small/Mid Cap Value Equity
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Managing Director & Portfolio Manager
Scott L. Kuensell, CFA   Managing Director & Portfolio Manager
Scott serves as lead portfolio manager for wealth management accounts within Brandywine Global's Classic Large Cap Value Equity strategy and is responsible for research coverage of the aerospace/defense, airline, automotive, packaged goods, and retail sectors, contributing insights and stock recommendations to all of the Firm's Large Cap Value Equity strategies. He joined the Firm in 1995. Previously, Scott was director of institutional equity sales and manager of Schroder, Wertheim and Company, Inc.'s Philadelphia office (1979-1995). He is a CFA charterholder® and earned an A.B. in Psychology from Princeton University.
Domestic Balanced
Domestic Balanced
Global & International Value Equity
Global Opportunistic Equity
Large Cap Value Equity
Classic Large Cap Value
Micro Cap Value Equity
Microcap Equity
Small Cap Value Equity
Small Cap Value Equity
Small Mid Cap Value Equity
Small/Mid Cap Value Equity
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Managing Director & Portfolio Manager
Paul R. Lesutis, CFA   Managing Director & Portfolio Manager
Paul is a portfolio manager for our Classic Large Cap Value Equity strategy. In addition, he is responsible for general research coverage, contributing insights and stock recommendations to all of the Firm's Large Cap Value Equity strategies. Paul joined the Firm in 1991. Previously, he served as executive vice president, chief investment officer and portfolio manager with Provident Capital Management, Inc. (1984-1991); director of equity research and portfolio manager with First Pennsylvania Bank (1971-1984), and a securities analyst with E.I. du Pont de Nemours (1966-1971). Paul is a CFA® charterholder and earned an M.B.A. from Drexel University and a B.S. in Accounting from St. Joseph's University. He is a member of the Firm's Executive Board.
Domestic Balanced
Domestic Balanced
Global & International Value Equity
Global Opportunistic Equity
Large Cap Value Equity
Classic Large Cap Value
Micro Cap Value Equity
Microcap Equity
Small Cap Value Equity
Small Cap Value Equity
Small Mid Cap Value Equity
Small/Mid Cap Value Equity
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Portfolio Manager & Research Analyst
Gregory P. Manley, CFA   Portfolio Manager & Research Analyst
Greg is a portfolio co-manager for our micro- small- and smid-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.
Domestic Balanced
Domestic Balanced
Global & International Value Equity
Global Opportunistic Equity
Large Cap Value Equity
Classic Large Cap Value
Micro Cap Value Equity
Microcap Equity
Small Cap Value Equity
Small Cap Value Equity
Small Mid Cap Value Equity
Small/Mid Cap Value Equity
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There are currently no active related videos.
Senior Research Analyst
Sorin Roibu, CFA   Senior Research Analyst
Sorin is a senior 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; 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.
Domestic Balanced
Domestic Balanced
Global & International Value Equity
Global Opportunistic Equity
Large Cap Value Equity
Classic Large Cap Value
Micro Cap Value Equity
Microcap Equity
Small Cap Value Equity
Small Cap Value Equity
Small Mid Cap Value Equity
Small/Mid Cap Value Equity
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Senior Research Analyst
Avery Sheffield   Senior Research Analyst
Avery is a senior research analyst for our large-cap strategies. Prior to joining Brandywine Global in September 2011, Avery was a senior research associate on the U.S. Hardlines Retail Team for Sanford C. Bernstein (2008-2011). Prior to business school, Avery primarily worked in the wireless industry in the San Francisco Bay Area for companies including Telephia (now Nielsen Mobile) and Openwave Systems. She graduated summa cum laude with a B.A. in Neuroscience from Pomona College and earned an MBA from The Wharton School at the University of Pennsylvania where she was a Palmer Scholar (top 5% of class).
Domestic Balanced
Domestic Balanced
Global & International Value Equity
Global Opportunistic Equity
Large Cap Value Equity
Classic Large Cap Value
Micro Cap Value Equity
Microcap Equity
Small Cap Value Equity
Small Cap Value Equity
Small Mid Cap Value Equity
Small/Mid Cap Value Equity
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There are currently no active related videos.
Senior Research Analyst
Steven D. Shin, CFA   Senior Research Analyst
Steven is a senior research analyst for our 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 CFA® charterholder.
Domestic Balanced
Domestic Balanced
Global & International Value Equity
Global Opportunistic Equity
Large Cap Value Equity
Classic Large Cap Value
Micro Cap Value Equity
Microcap Equity
Small Cap Value Equity
Small Cap Value Equity
Small Mid Cap Value Equity
Small/Mid Cap Value Equity
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There are currently no active related videos.
Research Analyst
Priyal Vora, CFA   Research Analyst
Priyal is a research analyst for our large-cap and global equity strategies, responsible for general research coverage. Prior to joining Brandywine Global in March 2014, Priyal served in various roles at BlackRock, Inc. (2011-2014), including as a financial institutions group analyst, fundamental equity research intern, and cash and securities lending product specialist intern. She graduated summa cum laude with a B.S. in Business Administration and a concentration in Finance from Drexel University. Priyal is a CFA® charterholder.
Domestic Balanced
Domestic Balanced
Global & International Value Equity
Global Opportunistic Equity
Large Cap Value Equity
Classic Large Cap Value
Micro Cap Value Equity
Microcap Equity
Small Cap Value Equity
Small Cap Value Equity
Small Mid Cap Value Equity
Small/Mid Cap Value Equity
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Traders
Equity Trader
John R. Edelman   Equity Trader
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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Equity Trader
Kevin McClafferty   Equity Trader
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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Head Equity Trader
David A. Tattersall   Head Equity Trader
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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Vice President, Equity Trader
Donna Van Vlack   Vice President, Equity Trader
Donna is the lead trader for the Firm’s large-cap portfolios. Donna joined the Firm in 1996. Previously, she was a trader with Caxton Corporation (1995); vice president and head trader with Chesapeake Partners Management Company (1993-1995); vice president with UBS Securities, Inc. (1991-1993); vice president with Dillon, Read & Co. (1986-1991); vice president and head of trading with Avatar Associates (1982-1985), and a trader with Soros Fund Management (1978-1981). Donna earned a B.A. in History and Political Science from Wellesley College.
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Specialist
Group Product Specialist
William M. Roach   Group Product Specialist
Bill is the group product specialist for the Firm’s micro-, small- and small/mid-cap portfolios. As an investment professional in this role, he is the primary point of contact for selected accounts and provides administrative support to the investment team. 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.
Domestic Balanced
Domestic Balanced
Global & International Value Equity
Global Opportunistic Equity
Large Cap Value Equity
Classic Large Cap Value
Micro Cap Value Equity
Microcap Equity
Small Cap Value Equity
Small Cap Value Equity
Small Mid Cap Value Equity
Small/Mid Cap Value Equity
There are currently no active related articles.
There are currently no active related videos.