Brandes Investment Partners
International Mid Cap Equity
Emerging Markets Equity
European Equity
Global Balanced
Global Equity
Global Mid Cap Equity
Global Small Cap Equity
International Equity
International Mid Cap Equity
International Small Cap Equity
U.S. Mid Cap Value Equity
U.S. Small Cap Value Equity
U.S. Value Equity

Brandes Investment Partners'® International Mid Cap Equity Portfolio is dedicated to the medium-cap segment of non-U.S.  markets and seeks to provide long-term investors with capital appreciation and a margin of safety. 

 

Today, over half of the world's equity value is located outside the United States.  This means that substantial investment opportunities are located in non-U.S.  markets.  In seeking issues for our International Mid Cap Equity Portfolio, we search markets worldwide for companies meeting our strict investment criteria. 

 

Investment candidates in the medium-cap segment often blend the growth potential enjoyed by smaller firms with the stability and resources typically associated with larger companies.  In addition, medium-sized companies tend to attract less coverage by research analysts than their large-cap counterparts, creating a greater possibility for us to take advantage of unrecognized investment opportunities. 

 

Our International Mid Cap Equity Portfolio applies a Graham & Dodd value approach to stock selection.  Generally, a security will be bought if it is trading below what we believe to be its estimated value.  This conservative approach strives to provide investors with both a margin of safety and significant long-term appreciation potential.

The International Mid Cap Equity Portfolio Seeks to Offer:

  • A disciplined approach to investing in non-U.S. companies
  • Diversification when combined with non-U.S. portfolios over weighted in U.S. equities
  • Long-term capital appreciation with limited risk

Features:

  • Application of Graham & Dodd philosophy
  • Companies with comparatively low price/earnings, price/cash flow, and price/book valuation ratios
  • Undervalued non-U.S. stocks
  • Diversification across a wide range of countires and industries

For a more complete description and discussion of the risks of international investing, consult Brandes' Form ADV, Part II.

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