The U.S. Value Equity Portfolio is designed for investorswho seek long-term capital appreciation along with conservative equity management in a diversified portfolioof U.S. companies.
The United States offers the greatest number of investmentopportunities of any single country. Its markets are largeand highly liquid. Many investors prefer or require a portfolio consisting exclusively of companies domiciled inthe United States. These investors often are looking for adisciplined and time-tested approach to take advantage ofopportunities in the U.S. equity market. If these also areyour objectives, our U.S. Value Equity Portfolio may beright for you.
Brandes Investment Partners®uses a philosophy known asvalue investing to uncover U.S. companies whose shares aretrading at discounts to their estimated intrinsic value.These issues are typically sold when a company’s intrinsicvalue becomes fully reflected in its stock price. Our valueapproach to equity selection is a conservative strategy thatrequires an investor to have a long-term perspective. Wehave found that discipline and patience are virtues whichcan often produce handsome rewards for long-terminvestors in a diversified portfolio of value stocks.
For a more complete description and discussion of applicable risks, consult Brandes' Form ADV, Part II.