Sean Bogda

Brandywine Global strives to provide investors with competitive risk-adjusted long-term performance relative to the relevant index. The firm offers an array of equity, fixed income, and balanced portfolios that invest in US, international, and global markets. Accounts are primarily constructed based on bottom-up stock selection although several of their portfolios, specifically global portfolios, include top-down/macro considerations.

Functions as a College/University

ClearBridge Investments is a global equity manager that seeks to deliver long-term results through authentic active management by offering investment solutions that emphasize differentiated, bottom-up stock selection. The firm offers strategies focused on three primary client objectives: high active share, income solutions and low volatility. ClearBridge Investments performs research on an ongoing basis for the maintenance of existing investments, and to identify new investment opportunities. They integrate ESG considerations into their fundamental research process across all strategies.

Global Currents' investment team employs a global investment process that focuses on classic value investing and has broad-based experience in international equity, global equity and socially responsible portfolios. The firm offers the following products/services: (2) global value equity (2) global and international SRI portfolios (3) ValueCore global equity portfolios (4) international value equity portfolios (5) international value equity labor friendly portfolios (6) ValueCore international and (7) international small-cap opportunity. Though not limited by sector, they tend to invest in the stocks of companies in the finance, energy minerals, healthcare technology and communications sectors. Global Currents Investment Management invests globally, across all market-caps, with emphasis on the stocks of large-cap companies. The firm maintains a medium turnover rate