BrandywineGLOBAL Diversified US Large Cap Value Fund Class I (LBWIX)

Overview

This fund focuses on investing primarily in U.S.-based issuers or those engaging in significant activities within the United States. It aims to allocate at least 80% of its net assets (alongside any borrowings intended for investment purposes) towards companies that are considered either undervalued or are not in favor, according to the subadviser's evaluation. The investment approach is characterized by a broad diversification strategy, typically holding between 175 and 250 stocks to spread out risk and capitalize on different market opportunities presented by undervalued or out-of-favor equities.

Products and Services

The primary products and services offered by the fund revolve around investment in equity securities based on rigorous selection criteria to identify undervalued or out-of-favor stocks. Below is a detailed list:

• U.S.-Domiciled Issuer Investments: The fund commits at least 80% of its assets towards companies either based in the U.S. or those whose principal activities occur within the U.S. This strategy taps into the economic and financial strength of the United States, providing a stable investment base.
• Equity Securities: Core investments are made in equity securities such as stocks. The focus is on those stocks that the subadviser believes are undervalued or have fallen out of favor but have the potential for recovery and significant returns. This involves detailed market analysis and a deep understanding of company fundamentals to select securities with favorable long-term prospects.
• Diversification across 175-250 Stocks: In adherence to its strategy of risk spread and opportunity maximization, the fund maintains a diversified portfolio with holdings in approximately 175-250 different stocks under normal market conditions. This wide-ranging diversification helps mitigate individual stock volatility and sector-specific risks, enhancing the potential for stable returns.