Brandi’s Investments Inc is a private investment firm located in New York City. Founded in 2005 by Brandi Wilson, the company manages assets across public and private markets with a focus on long-term capital appreciation. Brandi’s Investments deploys capital across a range of strategies including US and International public equities, credit, real estate, and private equity. The firm pursues investments where they can leverage their sector expertise, operational capabilities, and network to help create value. Brandi’s Investments aims to generate strong risk-adjusted returns for their limited partners while maintaining a prudent risk profile.
Over the past decade, the firm has steadily expanded its assets under management across both its fund offerings and separately managed accounts. As of 2021, Brandi’s Investments managed approximately $7.5 billion in assets for a global investor base that includes public and private pension plans, endowments, foundations, family offices and high net worth individuals. The firm is led by its founder Brandi Wilson who serves as the Chief Investment Officer overseeing the investment team and portfolio management process.
Brandi’s Investments Was Founded in 2005 With a Focus on Long-Term Value Investing
Brandi’s Investments was founded in 2005 by Brandi Wilson who previously worked as a portfolio manager at a multi-billion dollar hedge fund. Wilson started the firm to pursue long-term oriented investment strategies that she felt were underrepresented in the industry. The firm is based in New York City and initially focused on managing assets for high net worth individuals using a value-driven approach. In its early years, Brandi’s Investments operated as a traditional long-short equity fund that invested across the market cap spectrum while placing greater emphasis on identifying undervalued securities. The fund performed well during the 2008 financial crisis as Wilson’s defensive positioning protected investor capital.
The Firm Has Significantly Expanded Its Investment Platform Over the Past Decade
After its initial value-focused equity fund, Brandi’s Investments has significantly broadened its investment platform over the past decade. In 2010, the firm launched a private equity strategy focused on growth-oriented buyouts in the technology and consumer sectors. The private equity fund primarily targets smaller middle market companies where Brandi’s can leverage their sector expertise to drive operational improvements. In 2012, Brandi’s started a long/short credit fund focused on capital structure arbitrage and distressed debt opportunities across North America and Europe. Most recently in 2018, the firm raised capital for an opportunistic real estate fund acquiring hospitality, residential, and mixed-use assets. The expansion into private markets has allowed Brandi’s Investments to pursue differentiated sources of return while diversifying its product offering.
The Firm Manages $7.5B in Assets Across Both Public and Private Market Strategies
As of 2021, Brandi’s Investments managed approximately $7.5 billion in assets across its fund offerings and separately managed accounts. The firm’s largest strategy continues to be its flagship long/short equity fund which represents $3.2 billion of the total AUM. However, private markets now account for over 35% of assets as the credit, private equity, and real estate funds have experienced strong growth. Brandi’s investor base is globally diversified with public pension plans representing over 40% of the total capital. The remaining assets include corporate pensions, endowments, foundations, family offices and high net worth individuals. Going forward, the firm aims to continue broadening its product mix while expanding its geographic presence in select international markets.
In summary, Brandi’s Investments Inc has evolved from a value-focused equity fund at inception to a diversified asset manager platform managing $7.5 billion across public and private market strategies. The firm’s long-term performance has attracted a loyal global investor base enabling steady AUM growth. Under the leadership of founder Brandi Wilson, Brandi’s Investments remains focused on generating differentiated returns through sector specialization and an operationally-intensive investment approach.