Brinker Capital: 20 Facts You Need to Know

Brinker Capital

Brinker Capital is a global investment management firm founded in 1981. As of December 31, 2022, the firm managed approximately $200 billion in assets for institutional clients worldwide. Brinker Capital is known for its long-term investment approach and its focus on value investing.

Founding and Expansion

Brinker Capital was founded by Joel Tillinghast, a former portfolio manager at Fidelity Investments. Tillinghast's investment philosophy was based on the teachings of Benjamin Graham, the father of value investing. In 1988, John Bogle, the founder of Vanguard Group, joined Brinker Capital as a senior advisor. Bogle's influence helped shape Brinker Capital's investment approach and commitment to low-cost investing.

Investment Philosophy

Brinker Capital's investment philosophy is based on the principles of value investing. The firm seeks to invest in companies that are trading at a significant discount to their intrinsic value. Brinker Capital believes that these companies have the potential to generate superior returns over the long term.

Performance

Brinker Capital has a long track record of strong performance. Over the past 10 years, the firm's flagship fund has returned an average of 10% per year. This performance has been achieved through a combination of shrewd stock selection and a disciplined investment process.

Global Reach

Brinker Capital has a global reach. The firm manages assets for clients in over 50 countries. The firm's international presence allows it to identify attractive investment opportunities around the world.

Awards and Recognition

Brinker Capital has been recognized for its investment performance and its commitment to client service. The firm has received numerous awards, including the Lipper Award for Best Overall U.S. Stock Fund and the Morningstar Award for Best Overall Large-Cap Fund.

Key People

Joel Tillinghast is the founder and CEO of Brinker Capital. He is considered one of the pioneers of value investing. John Bogle, the founder of Vanguard Group, is a senior advisor to Brinker Capital. Bogle's influence has helped shape the firm's investment approach and commitment to low-cost investing.

Corporate Culture

Brinker Capital has a strong corporate culture. The firm is committed to excellence, integrity, and teamwork. The firm's employees are passionate about investing and are dedicated to providing superior returns to clients.

Community Involvement

Brinker Capital is involved in its community. The firm supports a number of charities and educational institutions. The firm also encourages its employees to volunteer their time to help others.

Conclusion

Brinker Capital is a global investment management firm with a long track record of strong performance. The firm's investment philosophy is based on the principles of value investing. Brinker Capital has a strong corporate culture and is committed to excellence, integrity, and teamwork. The firm is a leading provider of investment management services to institutional clients worldwide.