A boutique investment advisory firm, managing global equity and fixed-income assets for clients worldwide. 

Featured Insights

  • Commentary

    Brandes Letter – July 2026: The Case for Simplicity

    In an increasingly complex investment landscape, we believe there is enduring value in simplicity, discipline, and a long-term perspective. In our latest letter, authored by CEO Oliver Murray, we outline why a straightforward, fundamentally driven philosophy remains central to building long-term wealth.
  • Article

    Should We Fear An AI Bubble Bust?

    In Barron’s discussion of a potential AI bubble, Director of Investments Brent Fredberg offers perspective on key market concerns and how the current landscape compares with the dot-com bubble. Click here to read more:
  • Article

    Big Tech’s AI Spending Spree Is Making Stock Buybacks Disappear

    Rising AI investment is reshaping Big Tech’s capital allocation, with companies scaling back share buybacks in favor of significant spending on infrastructure. Director of Investments Brent Fredberg notes this shift may pressure free cash flow and increase risk as firms become more capital-intensive. Read more here: