Investment Strategies

  • Asia Pacific (ex-Japan) Equity

    The Brandes Asia Pacific (ex-Japan) Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of Asian issuers other than Japanese issuers, as well as issuers from Australia and New Zealand.

     

  • Core Plus Fixed Income

    The Brandes Core Plus Fixed Income Strategy seeks long-term returns in excess of its benchmark (the Bloomberg U.S. Aggregate Bond Index) by investing primarily in United States government and agency debt, U.S. and non-U.S. corporate debt, mortgage-backed securities (“MBS”) and asset-backed securities (“ABS”).
  • Corporate Focus Fixed Income

    The Brandes Corporate Focus Fixed Income Strategy seeks long-term returns in excess of its benchmark (the Bloomberg Intermediate U.S. Credit Index) by investing primarily in corporate debt and high-quality United States government and agency securities.

     

  • Emerging Markets (ex-China) Equity

    The Brandes Emerging Markets (ex-China) Equity Strategy seeks to achieve long-term capital appreciation by investing primarily in equity securities of issuers located or active mainly in emerging and frontier country markets, other than those in China. 
  • Emerging Markets Equity

    The Brandes Emerging Markets Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of companies located or active mainly in emerging and frontier country markets.

  • Enhanced Income

    The Brandes Enhanced Income Strategy seeks to achieve current income and long-term capital appreciation in excess of its benchmark (70% Bloomberg U.S. Aggregate Bond Index and 30% S&P Developed $25 Billion Plus Index) by investing primarily in a combination of equity and fixed income securities of both U.S. and non-U.S. issuers. It primarily invests in United States government and agency debt, corporate debt obligations, and cash equivalents, plus equity securities of issuers whose market capitalization ranks in the top 250 companies worldwide.
  • European Equity

    The Brandes European Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of European issuers.

  • Global Equity

    The Brandes Global Equity Strategy seeks long-term capital appreciation by investing primarily in the equity securities of both U.S. and non-U.S. issuers whose equity market capitalizations exceed $5 billion at the time of purchase.

  • Global Opportunities Value

    The Brandes Global Opportunities Value Strategy seeks long-term capital appreciation by investing primarily in the equity securities of both U.S. and non-U.S. issuers irrespective of equity market capitalizations.

  • Global Small Cap Equity

    The Brandes Global Small Cap Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of U.S. and non-U.S. issuers with equity market capitalizations of $2.5 billion or less at the time of purchase.

  • Global Small-Mid Cap Equity

    The Brandes Global Small-Mid Cap Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of U.S. and non-U.S. issuers with equity market capitalizations greater than $1.5 billion but no greater than $7.5 billion at the time of purchase.
  • International Equity

    The Brandes International Equity Strategy seeks long-term capital appreciation by investing primarily in the equity securities of non-U.S. issuers whose equity market capitalizations exceed $5 billion at the time of purchase.

  • International Small Cap Equity

    The Brandes International Small Cap Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. issuers with equity market capitalizations of $2.5 billion or less at the time of purchase.

  • International Small-Mid Cap Equity

    The Brandes International Small-Mid Cap Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. issuers with equity market capitalizations greater than $1.5 billion but no greater than $7.5 billion at the time of purchase.

  • Japan Equity

    The Brandes Japan Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of Japanese issuers.

  • U.S. Small Cap Value Equity

    The Brandes U.S. Small Cap Value Equity Strategy seeks long-term capital appreciation by investing primarily in the equity securities of U.S. issuers with equity market capitalizations of $2.5 billion or less at the time of purchase.

  • U.S. Small-Mid Cap Value Equity

    The Brandes U.S. Small-Mid Cap Value Equity Strategy seeks long-term capital appreciation by investing primarily in the equity securities of U.S. issuers with equity market capitalizations greater than $1.5 billion but no greater than $7.5 billion at the time of purchase.

  • U.S. Value Equity

    The Brandes U.S. Value Equity Strategy seeks long-term capital appreciation by investing primarily in the equity securities of U.S. issuers with equity market capitalizations that exceed $5 billion at the time of purchase.