A relative value investor

Safa Muhtaseb, portfolio manager at Brandywine Asset Management explains the firm''s investment philosophy.

Muhtaseb is based at the firm's Wilmington, Delaware headquarters where he serves on the equities desk. Brandywine is a boutique that manages around $13 billion in global equities. The expanding firm is relocating to nearby Philadelphia next year.

What's your role in the equities team

I'm a generalist portfolio manager for the global and international ex-United States equities strategies. I also cover stocks in healthcare, and in food, beverages and tobacco.

How would you summarize Brandywine's philosophy towards investing in equities

We're a believer in the value discipline, and in relative value as opposed to deep value. Relative value...

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