The U.S. Mid Cap Value Equity Portfolio is open to existing Brandes clients effective December 31, 2007.
Since 1974, Brandes Investment Partners® has used the value approach in seeking to generate strong returns in the various equity markets in which it participates. Our U.S. Mid Cap Value Equity Portfolio is dedicated to the medium-cap segment of U.S. markets.
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 U.S. Mid Cap Value Equity Portfolio applies a Graham& Dodd value approach to stock selection based on fundamental, company-by-company research and analysis. 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.
For a more complete description and discussion of applicable risks, consult Brandes' Form ADV, Part II.