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You are here: Manager factsheet

Brian L Kloss
Three Rock Capital Management
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Manager profile
Brian is a portfolio manager and head of high yield. Brian joined Brandywine Global in December 2009, bringing with him over 10 years of high yield and distressed debt experience. Previously, Brian was co-portfolio manager at Dreman Value Management, LLC (2007-2009); high yield analyst/trader at Gartmore Global Investments (2002-2007); high yield and equity portfolio manager and general analyst at Penn Capital Management, Ltd. (2000-2002); an analyst with The Concord Advisory Group, Ltd. (1998-2000); and an international tax consultant with Deloitte & Touche LLP (1995-1998). Brian earned his J.D. from Villanova School of Law and graduated summa cum laude with B.S. in Accounting from University of Scranton. He is also a member of the New Jersey and Pennsylvania Bar and is a Pennsylvania Certified Public Accountant.
Total return for Brian L Kloss
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
75-111m
 
 
 
 
 
 
 
 
 
87-123m
 
 
 
 
 
 
 
 
 
99-135m
 
 
 
 
 
 
 
 
 
111-147m
 
 
 
 
 
 
 
 
 
123-159m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Brian L Kloss

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Brian L Kloss -3.2 4.9 -0.1 0.1 1.4 -1.8 5.1 4.2 -2.9 20.0
Peer Group Composite 1.8 4.9 1.0 -4.5 -1.6 3.8 7.9 3.7 -1.1 13.9
Over / Under -5.0 0.0 -1.1 4.6 3.0 -5.6 -2.8 0.5 -1.8 6.1
Performance vs peer group composite: Brian L Kloss
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Brandywine Global Income Lead manager FO Fixed Int - Global since Sep 17 2021 to present
Funds managed previously
Fund Periods
FTF Brandywine Global Income Optimiser since Dec 19 2011 to fund close
FTGF FTGF Brandywine Global Credit Opportunities since Jun 30 2014 to Mar 21 2023
FTGF Brandywine Global High Yield since Nov 30 2012 to Oct 30 2020
FTGF Brandywine Global Income Optimiser since Jun 03 2013 to Oct 30 2020
Legg Mason Brandywine Global US High Yield since Oct 30 2017 to Jun 03 2019
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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