“A Smarter Way To Invest”
Brandywine has been honored as a finalist in the ThinkAdvisor Luminaries Award for its groundbreaking innovation of “Risk Replacement.” This accolade celebrates exceptional financial services firms that drive meaningful change through innovation and thought...
Revisiting the 60-40 Portfolio Strategy Business Insider recently interviewed Mike Dever to discuss some of the 20 investment myths he covered in his bestseller, Jackass Investing: Don’t Do It. Profit from It. One of these myths challenges the widely accepted notion...
Early Collaborations in the Financial World In an interview with Business Insider, Mike Dever with Brandywine Asset Management shared key lessons from his experience working with famed hedge fund investor Paul Tudor Jones. Mike engaged him to manage one of his funds...
Introducing Enhanced and Target Date Funds
This article spotlights Mike Dever and Brandywine Asset Management’s distinctive approach to seeking high returns with reduced risk through their innovation of “Risk Replacement.” Dever, the firm’s founder, has crafted a suite of 14 Enhanced and Target Date Funds for qualified retirement plans, anchored in the principle that “Reduced Loss = Increased Returns.”
Rethinking Risk for Higher Returns
Dever elaborates that by minimizing losses, recoveries can begin from higher levels, challenging the conventional belief that higher returns necessarily require higher risk. Instead, Brandywine’s funds are founded on the philosophy that enhanced returns are best realized by strategically reducing risk.
Modern Portfolio Theory and Return Drivers
The article also explores Brandywine’s multi-strategy model, inspired by Modern Portfolio Theory. Dever argues that true diversification comes not from a traditional mix of asset classes, but from varied “Return Drivers” that respond differently to market conditions.
The Safer Equity Fund: Combining Strategy with Protection
The article closes with the mention of Brandywine’s Safer Equity Fund, which combines this risk-reducing methodology with volatility-based protection, further enhancing the potential for improved risk-adjusted returns.
Contact us to learn more about Brandywine’s approach.