BrandywineGLOBAL Global Income Opportunities Fund (BWG)

• Market cap: $134M
• 1 day: 0.63%
• 5 days: 2.30%
• 1 month: -4.65%
• 3 months: -3.50%
• 6 months: -6.10%
• Year to date: -0.62%
• 1 year: 1.52%
• 5 years: -26.87%
• 10 years: -50.65%
• Sector: Financials
• Industry: Asset Management

About: BrandywineGLOBAL - Global Income Opportunities Fund Inc is a non-diversified, closed-end management investment company. The primary investment objective is to provide current income. The secondary investment objective is capital appreciation. The Fund seeks to achieve its investment objectives by investing, under normal market conditions, at least 80% of its assets in world-wide fixed-income securities.

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

0.54% less ownership

Funds ownership: 42.55% [Q3] → 42.01% (-0.54%) [Q4]

5% less funds holding

Funds holding: 42 [Q3] → 40 (-2) [Q4]

11% less capital invested

Capital invested by funds: $63.2M [Q3] → $56.5M (-$6.7M) [Q4]

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17