Global Opportunistic Equity | Investment Strategies | Brandywine GLOBAL

Global Opportunistic Equity

Lead Portfolio Managers

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James J. Clarke
Portfolio Manager & Director of Fundamental Research
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James J. Clarke
Jim serves as the Director of Fundamental Equity Research, co-manages the Global and International Opportunistic Equity strategies, and is a portfolio manager on the Classic Large Cap Value 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 Equity
Global Opportunistic Equity
International Opportunistic Equity
Large Cap Equity
Classic Large Cap Value
Micro Cap Equity
Microcap Equity
Small Cap Equity
Small Cap Value Equity
Small Mid Cap Equity
Small/Mid Cap Value Equity
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Global Opportunistic Equity Webcast
January 21, 2020
International Opportunistic Equity Webcast
January 21, 2020
Global Opportunistic Equity Webcast
October 16, 2019
International Opportunistic Equity Webcast
October 16, 2019
Global Opportunistic Equity Webcast
July 17, 2019
International Opportunistic Equity Webcast
July 17, 2019
Global Opportunistic Equity Webcast
April 16, 2019
International Opportunistic Equity Webcast
April 16, 2019
Global Opportunistic Equity Webcast
January 16, 2019
International Opportunistic Equity Webcast
January 16, 2019
Global Opportunistic Equity Webcast
October 16, 2018
Avoiding Investment Errors in a Bull Market
July 7, 2014
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Sorin Roibu, CFA
Portfolio Manager & Research Analyst
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Sorin Roibu, CFA
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.
Domestic Balanced
Domestic Balanced
Global & International Equity
Global Opportunistic Equity
International Opportunistic Equity
Large Cap Equity
Classic Large Cap Value
Micro Cap Equity
Microcap Equity
Small Cap Equity
Small Cap Value Equity
Small Mid Cap Equity
Small/Mid Cap Value Equity
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Investment Team

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Priyal Maniar, CFA
Senior Research Analyst
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Priyal Maniar, CFA
Priyal 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. 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 Equity
Global Opportunistic Equity
International Opportunistic Equity
Large Cap Equity
Classic Large Cap Value
Micro Cap Equity
Microcap Equity
Small Cap Equity
Small Cap Value Equity
Small Mid Cap Equity
Small/Mid Cap Value Equity
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Patrick S. Kaser, CFA
Managing Director & Portfolio Manager
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Patrick S. Kaser, CFA
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 Equity
Global Opportunistic Equity
International Opportunistic Equity
Large Cap Equity
Classic Large Cap Value
Micro Cap Equity
Microcap Equity
Small Cap Equity
Small Cap Value Equity
Small Mid Cap Equity
Small/Mid Cap Value Equity
Large Cap Value Equity Webcast
January 21, 2020
Large Cap Value Equity Webcast
October 16, 2019
Patrick Kaser on Bloomberg Radio
October 6, 2016
Behavioral Lessons for Value Investors
June 10, 2014
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J. Patrick Bradley
Senior Vice President, Investment Research
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J. Patrick Bradley
As a Senior Vice President of the Firm's Global Fixed Income and related strategies, Patrick provides valuable analytical and strategic insight. Patrick joined the Firm in June 2005. Previously, he was senior director of institutional client strategy with SEI Investments (2000-2005), Director of Research and Investment Strategy of Mercantile Safe-Deposit & Trust Company (1997-2000), and director of research for PNC Financial (1981-1997). Patrick earned an M.A. in Urban Economics, an M.A. in Economics, and a B.S. in Political Science from the University of Delaware.
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Equity and Macro Research

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Francis A. Scotland
Director of Global Macro Research
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Francis A. Scotland
Francis joined the firm in 2006 and has developed a proprietary global macroeconomic research structure to support the fixed-income group's investment process, and also provides investment ideas and strategic asset allocation recommendations. From 1984 until 2005, Francis was a principal of the BCA Research Group ('BCA'), formerly the Bank Credit Analyst, and head of global investment strategy. BCA is well known in the investment community for providing high quality and independent top-down macro forecasts and investment strategy. In addition to his strategist's role, he drove product development at the firm and contributed to its growth until the firm was sold in 2001. In the final three years at BCA, Francis was Editor-in-Chief of all the firm's investment research products. He spent several years in the policy departments of the Bank of Canada in the early 1980s working in the areas of monetary, economic and financial analysis. Francis has a Master's degree in Economics from the University of Western Ontario in London, Canada and an Honors BA in Economics from Queen's University in Kingston, Canada. He has lectured at a variety of economic, financial and investment conferences/seminars across North America, Asia and Europe and has written several editorials and essays for a range of financial publications including the Financial Times of London.
Global Macro Overview
January 28, 2020
Global Macro Overview
October 30, 2019
Global Macro Overview
August 20, 2019
Global Macro Overview
April 25, 2019
Global Macro Overview
January 28, 2019
Global Macro Overview
October 24, 2018
Global Macro Overview
July 31, 2018
Global Macro Overview
May 2, 2018
Global Macro Overview
January 26, 2018
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Justin C. Bennitt
Portfolio Manager & Research Analyst
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Justin C. Bennitt
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 Equity
Global Opportunistic Equity
International Opportunistic Equity
Large Cap Equity
Classic Large Cap Value
Micro Cap Equity
Microcap Equity
Small Cap Equity
Small Cap Value Equity
Small Mid Cap Equity
Small/Mid Cap Value Equity
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Micro- Small- and Small/Mid Cap Webcast
October 16, 2019
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Ivy Gluck, CFA
Senior Research Analyst
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Ivy Gluck, CFA
Ivy 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. 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.
Domestic Balanced
Domestic Balanced
Global & International Equity
Global Opportunistic Equity
International Opportunistic Equity
Large Cap Equity
Classic Large Cap Value
Micro Cap Equity
Microcap Equity
Small Cap Equity
Small Cap Value Equity
Small Mid Cap Equity
Small/Mid Cap Value Equity
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Gregory P. Manley, CFA
Portfolio Manager & Research Analyst
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Gregory P. Manley, CFA
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 Equity
Global Opportunistic Equity
International Opportunistic Equity
Large Cap Equity
Classic Large Cap Value
Micro Cap Equity
Microcap Equity
Small Cap Equity
Small Cap Value Equity
Small Mid Cap Equity
Small/Mid Cap Value Equity
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Micro- Small- and Small/Mid Cap Webcast
January 21, 2020
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Steven D. Shin, CFA
Senior Research Analyst
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Steven D. Shin, CFA
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 a CFA® charterholder.
Domestic Balanced
Domestic Balanced
Global & International Equity
Global Opportunistic Equity
International Opportunistic Equity
Large Cap Equity
Classic Large Cap Value
Micro Cap Equity
Microcap Equity
Small Cap Equity
Small Cap Value Equity
Small Mid Cap Equity
Small/Mid Cap Value Equity
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Christy Brenza, CFA
Senior Research Analyst
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Christy Brenza, CFA
Christy is a senior 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 August 2018, she was an equity portfolio manager/analyst and Investment Strategy Team member (2000-2012), equity and fixed income trader (1996-1999), and an equity research assistant (1994-1996) at C.S. McKee, L.P. Christy is a CFA® charterholder and earned an M.B.A. in Finance from Duquesne University and a B.S. in Economics from Pennsylvania State University.
Domestic Balanced
Domestic Balanced
Global & International Equity
Global Opportunistic Equity
International Opportunistic Equity
Large Cap Equity
Classic Large Cap Value
Micro Cap Equity
Microcap Equity
Small Cap Equity
Small Cap Value Equity
Small Mid Cap Equity
Small/Mid Cap Value Equity
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Celia Rodgers, CFA
Senior Research Analyst
Exit Preview Celia Rodgers, CFA   Senior Research Analyst
Celia Rodgers, CFA
Celia is a senior 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 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.
Domestic Balanced
Domestic Balanced
Global & International Equity
Global Opportunistic Equity
International Opportunistic Equity
Large Cap Equity
Classic Large Cap Value
Micro Cap Equity
Microcap Equity
Small Cap Equity
Small Cap Value Equity
Small Mid Cap Equity
Small/Mid Cap Value Equity
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Michael Arno, CFA
Research Analyst
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Michael Arno, CFA
Mike is a research analyst on the Global Credit team. He is responsible for providing credit research analysis and support. He joined Brandywine Global as a product specialist within client service in 2006 and has been a member of the Global Credit team since April 2011. Prior to joining Brandywine Global in 2006, Mike was an associate for the Vanguard Group (2004-2006). A CFA® charterholder, he earned a B.S. in Finance from Temple University.
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My Duong
Global Macro Research Specialist
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My Duong
As a global macro research specialist, My provides support to Francis Scotland, director of macroeconomic research. My maintains a financial/economic database and internal website, which are used to support research tasks as well as respond to research requests from members of the Global Fixed Income team. My joined the Firm in July 2016. She previously held several intern and cooperative positions within the industry, including as an investment analyst with the Global Opportunities Team at BlackRock (2015), an investment analyst at the VinaCapital Vietnam Opportunity Fund Ltd. (2014), and as a financial planning analyst at PECO Energy, an Exelon Company (2013). My obtained both her B.S. in Mathematical Economics and B.S. in Business Administration from Drexel University.
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Min Tian, CFA
Global Macro Research Associate
Exit Preview Min Tian, CFA   Global Macro Research Associate
Min Tian, CFA
As a global macro research associate, Min provides support to Francis Scotland, director of macroeconomic research. Min maintains a financial/economic database and internal website, which are used to support research tasks as well as respond to research requests from members of the Global Fixed Income team. Min joined the Firm in October 2006. Previously, she worked as a data analyst for the Bank of New York (2006) and as a research assistant for the University of Delaware (2005-2006). Min earned a M.S. in Agricultural Economics from the University of Delaware and a B.S. in Pharmacy from West China University of Medical Science. She is a CFA® charterholder.
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Alberto J. Boquin, CFA
Research Analyst
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Alberto J. Boquin, CFA
Alberto Boquin is a research analyst on the Global Fixed Income team. Prior to joining Brandywine Global in June 2016, Alberto was a global currency strategist at J.P. Morgan Asset Management (2011-2016). Previously, he worked as a Latin America fixed income strategist at Bank of America Merrill Lynch (2006-2011). Alberto earned his B.A. in Ethics, Politics, and Economics from Yale University and is a CFA® charterholder.
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Carol Lye
Research Analyst
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Carol Lye
As a Research Analyst, Carol conducts macroeconomic research and analysis with a focus in the Asia Pacific region for the Firm's fixed income strategies. Additionally she is responsible for communicating details and presenting our investment strategies to clients, prospects and consultants in Asia. She joined the Firm in October 2008 as a fixed income research analyst and is based out of the office of Brandywine Global Investment Management (Asia) Pte., Ltd. in Singapore. Previously, she served as an economist with the Monetary Authority of Singapore where she analyzed domestic and external economies (2007-2008). She was also a summer analyst with the fixed income capital market division of Goldman Sachs in London (2006). Carol earned an MSC in Finance and Economics from the University of Warwick in the United Kingdom and a BSc in Economics from the National University of Singapore.
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Dorothee Rainis
Research Analyst
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Dorothee Rainis
Dorothee Rainis is a research analyst on the Global Fixed Income team. Prior to joining Brandywine Global in June 2016, Dorothee held the positions of special situations analyst at VDM Capital (2008-2009), investment associate at Oryx Capital (2009-2012), and macroeconomics analyst at Ethna Capital Management (2012-2014), all in Switzerland. She has passed the first levels of the CFA® and CAIA exams. Dorothee received her M.S. in Mathematics and Computer Science from the University of Tuebingen (Germany), a Master’s in Corporate Finance from SDA Bocconi (Italy), and an M.B.A. with a major in Finance from The Wharton School of the University of Pennsylvania.
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William M. Roach
Group Product Specialist
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William M. Roach
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 Equity
Global Opportunistic Equity
International Opportunistic Equity
Large Cap Equity
Classic Large Cap Value
Micro Cap Equity
Microcap Equity
Small Cap Equity
Small Cap Value Equity
Small Mid Cap Equity
Small/Mid Cap Value Equity
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Richard Lawrence
Senior Vice President, Portfolio Management
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Richard Lawrence
Richard’s role on the Global Fixed Income team includes portfolio implementation, research and communicating details of our investment strategies to clients, prospects and consultants. Previously, Richard managed Brandywine Global's institutional client service function, maintaining and enhancing relationships with institutional clients, specializing in Global Fixed Income and related strategies. Richard joined the Firm in April 2005. Previously, he served in a variety of roles at Goldman Sachs Asset Management (1994-2004). Richard also has worked for Booz Allen Hamilton, Inc. (1992-1994), Salomon Brothers (1987-1992), Acsis, Inc. (1986-1987), and Hoskyns Group (1985-1986). He earned a B.Sc. with first-class honors in Computer Science from the University of Westminster in London.
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September 20, 2017
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August 30, 2017
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Using Global Perspective to Navigate U.S. Interest Rate Normalization
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Traders

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David A. Tattersall
Head Equity Trader
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David A. Tattersall
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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Donna Van Vlack
Vice President, Equity Trader
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Donna Van Vlack
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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Kristen Mugan
Portfolio Implementation Specialist
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Kristen Mugan
Kristen is a portfolio implementation specialist for the Firm's Global Fixed Income and related strategies. Before joining the Portfolio Implementation team, Kristen was a trader for the Firm's Global Fixed Income and related strategies from 2010–2019 and a staff accountant responsible for account reconciliation, revenue calculation, and financial statement analysis from 2007-2010. Prior to joining the Firm in 2007, she was a staff accountant with Popular Financial Holdings and the Borgata Hotel, Casino & Spa. Kristen earned an M.S. in Financial Services from Saint Joseph's University and a B.S. in Business Studies: Corporate Accounting from The Richard Stockton College of New Jersey.
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John R. Edelman
Equity Trader
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John R. Edelman
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 McClafferty
Equity Trader
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Kevin McClafferty
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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