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1.
00:05
How Were We Positioned Going Into the Quarter?
2.
01:57
What Occurred during the Quarter?
3.
04:56
How Are We Positioned Going Into 4Q 2023?
Bill Zox, CFA »
Bill is a portfolio manager for the Firm’s High Yield and Corporate Credit Strategies. He joined the Firm in 2021. Previously, Bill was a portfolio manager with Diamond Hill Capital Management 2001 – 2021 and a Tax Partner at Schottenstein, Zox & Dunn, LPA from 2000 to 2001. Read More »
Learn more about the strategies presented in this webcast:
Patrick S. Kaser, CFA »
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. Read More »
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- and small-cap portfolios. He has over 25 years’ experience in the investment management industry with a focus on fundamental research and analysis. Read More »
What Occurred During the Quarter?
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02:03
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. Read More »
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Paul Mielczarski »
As Head of Global Macro Strategy, Paul is responsible for providing proprietary global macroeconomic research to support our Global Fixed Income team’s investment process. Prior to joining the Firm in 2023, he served as Director of Portfolio Strategy for two years at Ontario Teachers’ Pension Plan after working for five years as a portfolio manager (2015-2022). Read More »
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02:15
03:19
Michael Arno, CFA »
Mike is a portfolio manager and senior research analyst on the Global Fixed Income team. He is responsible for providing research analysis and portfolio management on the firm’s emerging market fixed income related strategies. Prior to this he had been a research analyst on the team since 2011 with a focus on global credit and emerging markets. Read More »
02:42
David F. Hoffman, CFA »
David is Head of Global Fixed Income and a portfolio manager for the Firm's Global Fixed Income and related strategies. He joined the Firm in 1995. Previously, David was president of Hoffman Capital, a global financial futures investment firm (1991-1995); head of fixed income investments at Columbus Circle Investors (1983-1990); senior vice president and portfolio manager at INA Capital Management (1979-1982), and fixed income portfolio manager at Provident National Bank (1975-1979). Read More »
