BAM
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:
25.11%
Gain -0.86%
Monthly
1.32%
Yearly
17.06%
Drawdown
27.22%
$135.45M
Equity
Holdings
$135.45M
Investment
$152.04M
$37.29M
Profit -$1.01M
Realized
$53.88M
Unrealized
-$16.59M
Dividends
$6.83M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.86%
Profit
-$1.01M
Win %
52%
This Week
Compared To Last Week
Gain
-2.33%
Profit
-$3.23M
Win %
52%
This Month
Compared to last month
Gain
-2.33%
Profit
-$3.23M
Win %
52%
This Year
Compared to last year
Gain
-10.29%
Profit
-$14.68M
Win %
48%
PYPL PayPal Holdings Inc
-4.29%
-$35,823.96 
WLY John Wiley & Sons Inc.
-2.63%
-$31,111.2 
XRAY Dentsply Sirona Inc.
-1.93%
-$545,492.47 
RHI Robert Half Inc.
-1.57%
-$560,394.16 
C Citigroup Inc.
-0.97%
-$9,342.12 
WU Western Union Co.
-0.82%
-$229,942.51 
PFE Pfizer Inc.
-0.76%
-$5,279.43 
MHK Mohawk Industries, Inc.
-0.73%
-$5,159 Events
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Dividends
Dividend Analysis
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| Trades 43 | Longs Won 21/43 48% | Profit Factor 2.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.08M |
| Average Win $3.17M | Best Trade (Sep 30) $29.29M | Sharpe Ratio -85.28 |
| Average Loss -$1.33M | Worst Trade (May 20) -$12.38M | Z-Score -0.31 (23.98%) |
| Commissions $0 | Avg. Trade Length 6m 2w 3d | Expectancy $867,267.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | 0.06% | 0.33% | 1.34% | 4.17% | 10.87% | 24.95% | 51.92% |
| Consecutive Losing Trades | 102 | 92 | 81 | 71 | 61 | 51 | 41 | 31 | 20 | 10 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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