BrandywineGLOBAL – Global Inc Opp Fund SEC Filings

BWG NYSE

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.

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06/25/2025 02:44 PM

Filing

[NPORT-P] BrandywineGLOBAL Global Income Opportunities Fund Inc. SEC Filing

Rhea-AI Summary

This is a Form NPORT-P filing for BrandywineGLOBAL Global Income Opportunities Fund (Symbol: BWG) filed on June 28, 2025. Form NPORT-P is a monthly portfolio holdings report required by the SEC for registered investment companies.

The filing appears to be a template or blank form structure, as it does not contain actual portfolio data. The form is designed to collect detailed information including:

Fund assets, liabilities, and net assets
Portfolio-level risk metrics including interest rate risk (DV01 and DV100) and credit spread risk
Securities lending activities
Monthly total returns for the preceding three months
Derivative positions and their realized/unrealized gains/losses across different asset categories

This filing is significant for investors as NPORT-P forms provide transparency into fund holdings, risk exposures, and performance metrics. However, since this appears to be a blank form template, actual portfolio data and metrics are not available for analysis.

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FAQ

What is the current stock price of BrandywineGLOBAL – Global Opp Fund (BWG)?

The current stock price of BrandywineGLOBAL – Global Opp Fund (BWG) is $8.26 as of June 27, 2025.

What is the market cap of BrandywineGLOBAL – Global Opp Fund (BWG)?

The market cap of BrandywineGLOBAL – Global Opp Fund (BWG) is approximately 136.3M.

What is the primary business model of BrandywineGLOBAL?

BrandywineGLOBAL primarily focuses on investing in worldwide fixed-income securities with the objective of providing current income, while also pursuing capital appreciation.

How does the fund achieve its investment objectives?

The fund allocates the majority of its assets to global fixed-income instruments, employing a focused investment strategy that emphasizes income generation supported by rigorous market analysis.

What distinguishes BrandywineGLOBAL from other investment companies?

Its non-diversified, closed-end structure allows BrandywineGLOBAL to concentrate on select fixed-income markets, providing a specialized approach that targets consistent income and potential capital gains.

What types of securities does BrandywineGLOBAL invest in?

The company primarily invests in global fixed-income securities, which include various debt instruments from different regions, focusing on generating predictable and regular income.

How does the fund balance income generation and capital appreciation?

While the primary focus is on current income through fixed-income investments, the fund also allocates assets to opportunities that offer the potential for capital appreciation, ensuring a balanced investment approach.

What are the key risks associated with investing in BrandywineGLOBAL?

Investors should be aware that exposure to global fixed-income markets involves risks such as interest rate fluctuations and market volatility, which are managed through a disciplined investment strategy.

How does BrandywineGLOBAL position itself within the financial services industry?

The company is positioned as a specialized closed-end fund that leverages global fixed-income strategies, appealing to investors seeking steady income coupled with the potential for capital growth.

How does BrandywineGLOBAL maintain transparency in its operations?

The firm emphasizes clear communication of its investment strategies and operational processes through detailed reporting and structured information hierarchies, ensuring that investors have a comprehensive understanding of its model.