Domestic Balanced | Investment Strategies | Brandywine GLOBAL

Domestic Balanced

Team Introduction

Fundamental Equity Introduction Video

Key Stats

Strategy Profile
Inception Date
April 1, 1994
Strategy AUM ($M)
$ 90.9
Price/Earnings1
12.1
Avg. Market Cap. ($B)
116.0

Strategy Overview

The Domestic Balanced strategy combines both top-down and bottom-up considerations to allocate assets between domestic large-cap equities and domestic investment-grade fixed income in seeking robust performance over full market cycles. The managers consider the state of the business cycle, monetary and fiscal policy, inflation, and sentiment, while also looking closely at the pace of earnings growth and market fundamentals when making allocation decisions. Both underlying equities and fixed income strategies adhere to a value-conscious philosophy.