Brickwood Asset Management LLP Portfolio
Invests via Brickwood Asset Management LLP | Managed by Ben Whitmore, Dermot Murphy, Kevin Murphy
Invests via Brickwood Asset Management LLP
Managed by Ben Whitmore, Dermot Murphy, Kevin Murphy
Automatically Tracked
Company Profile
UK-focused alternative asset manager specializing in real estate and private credit strategies, Brickwood Asset Management LLP positions itself as a mid-market institutional allocator targeting yield and capital preservation. The firm sources direct property investments, structured debt and joint-venture equity, emphasizing income generation from commercial and residential assets across regional markets. Typical clients include family offices, pension funds and wealth managers; capital deployment priorities are value-add transactions, discounted loan portfolios and long-term hold strategies.
UK-focused alternative asset manager specializing in real estate and private credit strategies, Brickwood Asset Management LLP positions itself as a mid-market institutional allocator targeting yield and capital preservation. The firm sources direct property investments, structured debt and joint-venture equity, emphasizing income generation from commercial and residential assets across regional markets. Typical clients include family offices, pension funds and wealth managers; capital deployment priorities are value-add transactions, discounted loan portfolios and long-term hold strategies.
Investment Philosophy & Strategy
UK mid-market alternative allocator focused on real assets and private credit, prioritizing income, downside protection and steady total returns. Employs disciplined underwriting, conservative leverage and granular asset selection across commercial and residential property and structured debt portfolios. Capital is allocated to value-add real estate, discounted loan portfolios and JV equity with multi-year hold horizons; risk managed via stress testing, regional diversification and institutional governance.
UK mid-market alternative allocator focused on real assets and private credit, prioritizing income, downside protection and steady total returns. Employs disciplined underwriting, conservative leverage and granular asset selection across commercial and residential property and structured debt portfolios. Capital is allocated to value-add real estate, discounted loan portfolios and JV equity with multi-year hold horizons; risk managed via stress testing, regional diversification and institutional governance.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
25.28%
Gain -1.87%
Monthly
1.05%
Yearly
13.4%
Drawdown
24.39%
$159.81M
Equity
Holdings
$159.81M
Investment
$149.4M
$35.85M
Profit -$2.85M
Realized
$25.44M
Unrealized
$10.41M
Dividends
$9.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.87%
Profit
-$2.85M
Win %
66%
This Week
Compared To Last Week
Gain
0.18%
Profit
$292,255.64
Win %
66%
This Month
Compared to last month
Gain
0.77%
Profit
$1.22M
Win %
66%
This Year
Compared to last year
Gain
14.81%
Profit
$20.62M
Win %
63%
Events
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Dividends
Dividend Analysis
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| Trades 52 | Longs Won 30/52 57% | Profit Factor 2.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.05M |
| Average Win $2.22M | Best Trade (Oct 16) $14.34M | Sharpe Ratio -106.66 |
| Average Loss -$1.4M | Worst Trade (Oct 14) -$11.17M | Z-Score 0.32 (25.12%) |
| Commissions $0 | Avg. Trade Length 8m | Expectancy $689,481.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.11% | 0.87% | 5.15% | 24.66% |
| Consecutive Losing Trades | 114 | 103 | 92 | 80 | 69 | 57 | 46 | 34 | 23 | 11 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 ACN Accenture plc Class A | 7,315 | $910,279 | $1.65M | - | $740,204.45 | 81.32% | +0.316% |
 AVTR Avantor Inc. | 4.6M | $48.15M | $73.7M | - | $25.54M | 53.05% | -0.373% |
 MHK Mohawk Industries, Inc. | 7,407 | $810,072.89 | $891,432.45 | - | $81,359.56 | 10.04% | -2.865% |
 PVH PVH Corp. | 9,637 | $672,902.15 | $823,578.02 | - | $150,675.87 | 22.39% | +0.082% |
 PYPL PayPal Holdings Inc | 19,032 | $860,251.68 | $1.08M | - | $224,001.36 | 26.04% | -0.332% |
 RHI Robert Half Inc. | 1.03M | $27.86M | $33.75M | - | $5.89M | 21.15% | -4.318% |
 WLY John Wiley & Sons Inc. | 26,820 | $845,392.9 | $1.4M | - | $551,526.8 | 65.24% | -1.671% |
 WU Western Union Co. | 3.35M | $33.38M | $20.52M | - | -$12.86M | -38.53% | -1.525% |
 XRAY Dentsply Sirona Inc. | 2.92M | $35.05M | $25.06M | - | -$10M | -28.51% | -2.661% |
 ZBH Zimmer Biomet Holdings, Inc. | 9,876 | $850,225 | $933,084.48 | - | $82,859.48 | 9.75% | +0.106% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Brickwood Asset Management LLP?
The largest contributions to the portfolio's profits come from the following stocks: BARRICK MINING CORP Common Stock (ABR0) - $23.79M, GOLD - $6.88M, Western Union Co - $4.52M, Robert Half Inc - $2.49M, and Envista Holdings Corporation - $2.23M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Harley-Davidson Inc - $4.29M and ManpowerGroup Inc - $1.42M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brickwood Asset Management LLP's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.17M earned over time. The largest contributors to dividend income include Western Union Co - $5.57M, Robert Half Inc - $2.07M, ManpowerGroup Inc - $513,077.04, BARRICK MINING CORP Common Stock (ABR0) - $442,254.93, and Dentsply Sirona Inc - $248,194.08. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brickwood Asset Management LLP's monthly returns?
Brickwood Asset Management LLP's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Brickwood Asset Management LLP's strategy be considered aggressive or moderate?
Brickwood Asset Management LLP's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Brickwood Asset Management LLP's strategy?
Brickwood Asset Management LLP's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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