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...