The U.S. Value Equity Portfolio is designed for investors who seek long-term capital appreciation along with conservative equity management in a diversified portfolio of U.S. companies.
The United States offers the greatest number of investment opportunities of any single country. Its markets are large and highly liquid. Many investors prefer or require a portfolio consisting exclusively of companies domiciled in the United States. These investors often are looking for a disciplined and time-tested approach to take advantage of opportunities in the U.S. equity market. If these also are your objectives, our U.S. Value Equity Portfolio may be right for you.
Brandes Investment Partners® uses a philosophy known as value investing to uncover U.S. companies whose shares are trading at discounts to their estimated intrinsic value. These issues are typically sold when a company’s estimated intrinsic value becomes fully reflected in its stock price. Our value approach to equity selection is a conservative strategy that requires an investor to have a long-term perspective. We have found that discipline and patience are virtues which can often produce handsome rewards for long-term investors in a diversified portfolio of value stocks.
For a more complete description and discussion of applicable risks, consult Brandes' Form ADV, Part 2A.