Brandywine's strategies
Each of Brandywine's products are built on one core philosophy, Reduced Loss = Increased Returns. The way we do this is through an innovative investment framework called Risk Replacement.
Outperform Benchmarks
Seek to outperform benchmarks over full market cycles
Limit Bear Market Losses
Reduce dramatic losses during market downturns
Maintain Downside Protection
Provide downside protection 100% of the time
Why Limiting Drawdowns Matters
Drawdowns Kill Performance. A 50% loss requires a 100% gain to recover. Brandywine's investment strategies are engineered to minimize downside—so investors can stay invested through the worst of markets and profit faster during recoveries.
How this plays out in real markets
COVID Crash
Feb 2020 to May 2020
2022 Bear Market
Jan 2022 to Dec 2023
How Risk Replacement Works
Every Brandywine strategy uses the same three-part structure:
Equity or Fixed Income Exposure
We purchase 100% beta in the underlying benchmark, like the Russell 1000 for our Brandywine Large Cap strategy
Put Option Protection
We purchase long put options that are always on and mitigate loss
Return Driver Diversifier
We invest in a broadly diversified portfolio of non-correlated assets that seek to pay for the cost of the put protection
The Result
Each strategy maintains 100% upside participation while providing continuous downside protection.
Market risk is offset by the put protection and replaced by the lower risk of the Return Driver Diversifier.
What can you expect from an investment in a Brandywine Strategy?
Full participation in bull markets
Brandywine does not sacrifice upside even though we protect the downside.
Protection in bear markets
During selloffs, downside is dramatically reduced—preserving capital and enabling faster compounding from a higher starting point.
Return Driver Diversifier
We invest in a broadly diversified portfolio of non-correlated assets that seek to pay for the cost of the put protection
The Brandywine Advantage
Unlike traditional investment approaches that force you to choose between growth and protection, Brandywine's Risk Replacement approach, based on the philosophy that "Reduced Loss = Increased Returns", delivers both simultaneously. Stay fully invested through market volatility while protecting your downside.
Bull Markets
Full participation + potential alpha generation
Bear Markets
Reduced drawdowns + faster recovery
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