Australian Research Company, Lonsec, has awarded the Brandes Global Value Fund with a ‘Recommended’ rating.
PRESS RELEASE
24 September 2025 - Brandes Investment Partners (Asia) Pte Ltd ("Brandes Asia"), part of the Brandes group of companies that includes Brandes Investment Partners L.P. ("Brandes"), is delighted to announce that the Brandes Global Value Fund has received a Recommended rating from Lonsec Research and Ratings (“Lonsec”), Australia’s leading investment research and insights business.
Launched on 31 July 2025, the Brandes Global Value fund offers Australian institutional and wholesale investors access to Brandes’ 50+ years of experience navigating various global market conditions through its value investing approach.
The fund models the investment philosophy of Brandes’ Global Equity strategy which has a track record going back to 1977 and invests in a diverse mix of global equity securities spanning multiple regions and sectors. The fund is grounded in Brandes’ independent, research-driven process of identifying undervalued companies through rigorous fundamental analysis.
Lonsec’s Recommended rating reflects its strong conviction that the fund can meet its investment objectives. In its report, Lonsec states, “The fund has been assigned a Recommended rating, reflecting Brandes’ tried and tested value investment approach and extended track record of success. The four portfolio managers are well-experienced and have long tenures.”
“We’re honoured by the recognition from Lonsec Research and Ratings and excited to continue building our presence in Australia,” said Anita Krishnamoorthy, CEO for Brandes Asia. “The Brandes Global Value Fund offers Australian investors access to our disciplined, long-term value investing process.”
About Brandes Investment Partners
Brandes is an independent boutique investment advisory firm, managing global equity and fixed-income assets for clients worldwide. Since the firm's inception in 1974, Brandes has consistently applied the value investing approach pioneered by Benjamin Graham to security selection and was among the first investment firms to invest globally using a value approach. The independently owned firm manages a variety of active investment strategies and applies its investment philosophy consistently in all market conditions. Headquartered in San Diego, Brandes and its related entities currently have offices in Milwaukee, Toronto, Dublin, and Singapore.
About Lonsec Research and Ratings
Lonsec Research and Ratings consists of Lonsec Research, iRate® and SuperRatings. It is Australia’s leading investment research and insights business, providing financial advisers and institutions with access to high-quality, independent research across managed funds, listed securities, and superannuation products. Through its integrated platform, iRate®, Lonsec delivers deep qualitative insights, advanced analytics, and practical tools that support better investment decision-making. SuperRatings specialises in delivering market-leading data and insights to the superannuation industry.
Media Inquiries
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The rating published on 08/2025 for the Brandes Global Value Fund is issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research). Ratings are general advice only and have been prepared without taking account of investors’ objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2025 Lonsec. All rights reserved.