A Smarter Way to
Buy and Hold
The Brandywine Protected Funds are designed for investors who want to buy-and-hold stocks but be protected against sizable or prolonged losses.
Offset Naked Risk
Offset the risk of a high-risk investment such as stocks.
What is Risk Replacement?
Replace with Lower Risk
Pay for the offset with a lower risk investment – Brandywine’s Return Driver Diversifier
Lower drawdowns + higher recovery levels = potential for greater returns
How Risk Replacement Benefits You
Protecting the Downside Provides Two Great Upsides
Reduced Risk May Produce Increased Returns
Sleep Easier: Bear Markets are Declawed
Individuals & Family Offices
Customized solution enables you to maintain your existing portfolio while Brandywine protects its downside, or...
Let Brandywine create a bespoke solution for you.
Differentiate your practice and protect your clients with one-of-a-kind Brandywine Protected Funds and SMAs
More than one fiduciary has stated “I would be negligent if I did NOT present this to my clients.”
CIT available in 2022
Brandywine offers Qualified Investors the ability to invest in funds with 100% exposure to major world equity indexes but with downside protection. Unlike antiquated hedged equity funds, Brandywine’s “Protected” Funds are designed to not only allow you to “sleep well,” but also exceed long term equity index performance. Learn how Brandywine’s pioneering “Performance Protection” does this.
Separately Managed Accounts
Family Office and Institutional investors may engage Brandywine to construct separately managed accounts to customize the equity indexes protected and the risk profile of that protection.
You may also engage Brandywine to provide protection to your existing equity portfolio. This allows you to maintain your current investments yet customize your protection against downside risk.