United States
United Kingdom
Singapore
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Classic Large Cap Value
Team Introduction
Key Stats
Strategy Profile
4Q 2019Inception Date
October 1, 2004
Strategy AUM ($M)1
$6,471.7
Price/Earnings2
14.5
Avg. Market Cap. ($B)
119.3
Strategy Overview
The Classic Large Cap Value Equity strategy seeks attractive total return, a dividend yield greater than the benchmark, and style consistency, while maintaining a focus on bottom-up stock picking. The team's deep focus on free cash flow metrics is one of its primary differentiating factors among style peers. Although bottom-up stock picking drives portfolio construction, the team spends significant effort to recognize the impact of the macroeconomic change when analyzing and researching companies.
Privacy Policy
Terms of Use
Form ADV
GIPS Verification Letter
Cookies Policy
Stewardship Policy
Complaints Policy
Best Execution
Conflicts of Interest
Minor Non-Monetary Benefits Policy
Proxy Voting Policy
ESG Integration and Engagement Policy Statement
Source: Bloomberg.
In rendering portfolio management services, Brandywine Global Investment Management, LLC may use the portfolio management services, research and other resources of its affiliates.
Characteristics, holdings and sector weightings are subject to change and should not be considered as investment recommendations. There is no guarantee that holding securities with relatively high (or low) price-to-earnings, price-to-book, or price-to-cash flow will cause the portfolio to outperform its benchmark or index.
Brandywine Global believes that transactions in any option, future, commodity, or other derivative product are not suitable for all persons, and that accordingly, clients should be aware of the risks involved in trading such instruments. There may be significant risks which should be considered prior to investing. Derivatives transactions may 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.
Indices are unmanaged and not available for direct investment.
This information should not be considered a solicitation or an offer to provide any Brandywine Global service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction.
Returns are presented gross and net of management fees and include the reinvestment of all income. Gross returns presented do not reflect the deduction of investment advisory fees. A client's returns will be reduced by the advisory fee and other expenses incurred in the management of the account. Net of fee performance was calculated using the highest management fee as described in Part 2A of the firm's ADV, which is available upon request.
Please refer to our GIPS presentation, which includes performance footnotes, fee schedules, index descriptions and disclosures.
Past performance is no guarantee of future results.
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