BrandywineGLOBAL Global Income Opportunities Fund (BWG)

• Market cap: $135M
• 1 day: 0.63%
• 5 days: -0.49%
• 1 month: -5.07%
• 3 months: -9.14%
• 6 months: -3.25%
• Year to date: -2.90%
• 1 year: -2.90%
• 5 years: -37.35%
• 10 years: -51.91%

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 global fixed-income securities.

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

8% more funds holding

Funds holding: 39 [Q2] → 42 (+3) [Q3]

13.43% less ownership

Funds ownership: 55.97% [Q2] → 42.55% (-13.43%) [Q3]

19% less capital invested

Capital invested by funds: $77.6M [Q2] → $63.2M (-$14.5M) [Q3]

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19