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BrandywineGLOBAL - Globalome Opportunities Fund (BrandywineGLOBAL - Globalome Opportunities Fund) 3-Year RORE % : 6.34% (As of Oct. 2023)


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What is BrandywineGLOBAL - Globalome Opportunities Fund 3-Year RORE %?

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. BrandywineGLOBAL - Globalome Opportunities Fund's 3-Year RORE % for the quarter that ended in Oct. 2023 was 6.34%.

The industry rank for BrandywineGLOBAL - Globalome Opportunities Fund's 3-Year RORE % or its related term are showing as below:

BWG's 3-Year RORE % is ranked better than
54.46% of 1535 companies
in the Asset Management industry
Industry Median: -1 vs BWG: 6.34

BrandywineGLOBAL - Globalome Opportunities Fund 3-Year RORE % Historical Data

The historical data trend for BrandywineGLOBAL - Globalome Opportunities Fund's 3-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

BrandywineGLOBAL - Globalome Opportunities Fund 3-Year RORE % Chart

BrandywineGLOBAL - Globalome Opportunities Fund Annual Data
Trend Oct17 Oct18 Oct19 Oct20 Oct21 Oct22 Oct23
3-Year RORE %
Get a 7-Day Free Trial - - -261.96 51.88 6.34

BrandywineGLOBAL - Globalome Opportunities Fund Semi-Annual Data
Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -261.96 104.50 51.88 60.80 6.34

Competitive Comparison of BrandywineGLOBAL - Globalome Opportunities Fund's 3-Year RORE %

For the Asset Management subindustry, BrandywineGLOBAL - Globalome Opportunities Fund's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


BrandywineGLOBAL - Globalome Opportunities Fund's 3-Year RORE % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, BrandywineGLOBAL - Globalome Opportunities Fund's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where BrandywineGLOBAL - Globalome Opportunities Fund's 3-Year RORE % falls into.



BrandywineGLOBAL - Globalome Opportunities Fund 3-Year RORE % Calculation

BrandywineGLOBAL - Globalome Opportunities Fund's 3-Year RORE % for the quarter that ended in Oct. 2023 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 0.43-0.745 )/( -1.967-3.005 )
=-0.315/-4.972
=6.34 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Oct. 2023 and 3-year before.


BrandywineGLOBAL - Globalome Opportunities Fund  (NYSE:BWG) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


BrandywineGLOBAL - Globalome Opportunities Fund 3-Year RORE % Related Terms

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BrandywineGLOBAL - Globalome Opportunities Fund (BrandywineGLOBAL - Globalome Opportunities Fund) Business Description

Traded in Other Exchanges
N/A
Address
620 Eighth Avenue, 47th Floor, New York, NY, USA, 10018
BrandywineGLOBAL - Global Income Opportunities Fund Inc is a non-diversified, closed-end management investment company. The primary investment objective is to provide current income. The secondary investment objective is capital appreciation. The Fund seeks to achieve its investment objectives by investing, under normal market conditions, at least 80% of its assets in global fixed-income securities.
Executives
Oliveira Marc De officer: Secretary/Chief Legal Officer C/O LEGG MASON & CO. LLC, ONE FIRST STAMFORD PLACE, STAMFORD CT 06902
Daniel P Cronin director 235 EAST 42ND ST, NEW YORK NY 10017
Laura F Fergerson other: Manager/Investment Manager 3310 QUALITY DRIVE, 2ND FLOOR, RANCHO CORDOVA CA 95670
Brian Eakes other: Manager/Investment Manager 100 INTERNATIONAL DRIVE, BALTIMORE MD 21202
Jed A. Plafker other: Director of Sub-Adviser ONE FRANKLIN PARKWAY, SAN MATEO CA 94403
Matthew Nicholls other: Director of Sub-Adviser ONE FRANKLIN PARKWAY, SAN MATEO CA 94403
George P. Hoyt officer: Secretary and Ch Lgl Officer C/O FRANKLIN TEMPLETON, 100 FIRST STAMFORD PLACE, STAMFORD CT 06902
Fred Steven Jensen officer: Chief Compliance Officer LEGG MASON, 620 EIGHTH AVENUE, 49TH FLOOR, NEW YORK NY 10018
Gregg Gorman other: Director of Sub-Adviser 100 INTERNATIONAL DRIVE, 8TH FLOOR, BALTIMORE MD 21202
Minnesota Life Insurance Co /bd 10 percent owner 400 N ROBERT ST, ST PAUL MN 55101
Thrivent Financial For Lutherans 10 percent owner 901 MARQUETTE AVENUE, SUITE 2500, MINNEAPOLIS MN 55402-3211
Phillip J. Gass other: SEE FOOTNOTE (4) C/O NASSAU ASSET MANAGEMENT LLC, 1 AMERICAN ROW, HARTFORD CT 06102
Nassau Asset Management Llc 10 percent owner, other: SEE FOOTNOTE (3) 1 AMERICAN ROW, HARTFORD CT 06102
Christopher Berarducci officer: Treas/Principal Finan Officer LEGG MASON, 620 EIGHTH AVENUE, NEW YORK NY 10018
Nisha Kumar director 1735 MARKET STREET, 32ND FLOOR, PHILADELPHIA PA 19103

BrandywineGLOBAL - Globalome Opportunities Fund (BrandywineGLOBAL - Globalome Opportunities Fund) Headlines

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