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1.
00:05
What Occurred during the Quarter?
2.
01:00
How Were We Positioned Going Into the Quarter?
3.
02:08
How Are We Positioned Going Into 2Q 2023?
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 »
Learn more about the strategies presented in this webcast:
Market Discussion
03:57
Attribution
05:20
Positioning/Changes
4.
07:32
Outlook
James J. Clarke »
Jim serves as the Director of Fundamental Equity Research and co-manages the Global and International Opportunistic Equity strategies. 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. Read More »
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