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Featured Insights

  • Commentary

    Brandes Letter – October 2024

    In this letter, we explore how value exposure could influence the risk and return profile of a diversified portfolio across various cycles. To illustrate this, we created a hypothetical equal-weighted portfolio consisting of the MSCI EAFE Growth Index, the MSCI ACWI ex USA Quality Index, and the MSCI EAFE Momentum Index. We then added the Brandes International Equity Strategy to this portfolio (allocating 25% to each component) to compare its risk and return profiles before and after the addition. As it turns out, value investing is not dead!
  • Publication

    Four Reasons to Consider Investing Internationally

    The impressive performance of U.S. stocks over the past decade has led many investors to question their allocation to international stocks and their place in a diversified portfolio. We believe international stocks are attractive for several reasons, and that it is likely the next decade could look different.
  • Publication

    Fifty Years of Value Investing, Benjamin Graham, and the Future of Common Stocks

    What are the prospects for value in a market environment that bears a lot of similarities to the one from 1974?