Welcome to our dedicated page for BrandywineGLOBAL – Global Opp Fund SEC filings (Ticker: BWG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The BrandywineGLOBAL Global Income Opportunities Fund Inc. (NYSE: BWG) SEC filings page on Stock Titan is designed to help investors review the Fund’s regulatory disclosures in a clear, organized way. BWG is a non-diversified, closed-end management investment company that seeks current income and, secondarily, capital appreciation, primarily through world-wide fixed-income investments. Its regulatory filings provide detail on portfolio holdings, risk factors, expenses, and the implementation of its managed distribution policy.
Key documents for a fund like BWG typically include annual and semiannual shareholder reports and registration statement updates that describe investment objectives, policies, and risks. These filings also explain how the Fund’s managed distribution policy operates, including how distributions may be sourced from net investment income, realized capital gains, and return of capital. The Fund has emphasized in its public communications that when aggregate net investment income and net realized capital gains are less than the distribution level, the difference is paid from the Fund’s assets and treated as a return of capital, which affects shareholders’ tax basis.
On Stock Titan, BWG’s filings are paired with AI-powered summaries that highlight the most important points, helping readers interpret complex language and lengthy documents. As new filings are released through the SEC’s EDGAR system, they are made available so users can review updated information on the Fund’s operations, distribution practices, and governance. This page also provides access to insider and governance-related disclosures where applicable, giving a consolidated view of BWG’s regulatory record.
BrandywineGLOBAL – Global Income Opportunities Fund Inc. (BWG) delivered a strong year for the 12 months ended October 31, 2025. The closed-end fund focuses on global fixed income and uses leverage to seek high current income with a secondary goal of capital appreciation.
Based on net asset value (NAV), the Fund returned 10.67%, and its New York Stock Exchange market price return was 12.83%, compared with 5.69% for the Bloomberg Global Aggregate Index. Performance was helped by high-yield credit selection, overweight positions in U.S. Treasuries and Mexican sovereign bonds, and sizable allocations to U.S. agency mortgage-backed and collateralized mortgage obligations.
The Fund follows a managed distribution policy paying $0.0800 per share monthly, or $0.96 over the year, of which $0.14 is treated as return of capital for tax purposes. Net assets applicable to common shareholders were $153.7 million, with additional leverage from a $76 million loan and $25 million of mandatory redeemable preferred stock. The portfolio remained globally diversified, with notable exposure to sovereign bonds, energy, financials and mortgage-related securities.
Morgan Stanley and Parametric Portfolio Associates LLC filed Amendment No. 6 to Schedule 13G/A reporting beneficial ownership of 1,733,867 shares of BrandywineGLOBAL-Global Income Opportunities Fund Inc (BWG) common stock, representing 10.3% of the class as of 09/30/2025.
The filing lists shared voting power over 167,189 shares and shared dispositive power over 1,733,867 shares, with no sole voting or dispositive power. The signatories certify the securities were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.
Allspring Global Investments Holdings, LLC reported beneficial ownership of
Peter Mason, a director of BrandywineGLOBAL-Global Income Opportunities Fund Inc. (BWG), purchased 2,305 shares of the issuer's common stock on 09/04/2025 at a price of $8.6763 per share, resulting in beneficial ownership of 2,305 shares following the transaction. The Form 4 was signed on behalf of Mr. Mason by Marc A. De Oliveira via power of attorney on 09/05/2025. The filing identifies the reporting persons address as Franklin Templeton, 280 Park Avenue, 8th Floor, New York, NY 10017.
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