Timothy M. Doyle is a Fixed Income Portfolio Manager and Analyst primarily responsible for strategy development, portfolio management and trading. He is a member of the Fixed Income Investment Committee. Before joining Brandes, Mr. Doyle was Assistant Vice President and Portfolio Manager with Scudder Kemper Investments (which later became Deutsche Asset Management). He earned his MBA in finance and economics from Loyola University, and BS in finance from Marquette University. Mr. Doyle’s experience began in 1985 and he joined Brandes Investment Partners in 2000.
David J. Gilson is an Associate Portfolio Manager and Analyst for the Brandes Fixed Income Group. His responsibilities include corporate bond research, strategy development, portfolio management and trading. Mr. Gilson is a member of the Fixed Income Investment Committee. Prior to joining Brandes, he was President of VALUE Restoration (consulting to corporations in turnaround situations). Mr. Gilson earned his BBA from Baylor University. His experience began in 1988, and he joined Brandes Investment Partners in 2002.
Charles S. Gramling oversees all areas of the Brandes Fixed Income Group, including strategy development, portfolio management and trading. He is a member of the Fixed Income Investment Committee. Before joining Brandes, he was a Senior Vice President and Portfolio Manager with Scudder Kemper Investments (which later became Deutsche Asset Management). Mr. Gramling earned his BS in accounting from Marquette University. His experience began in 1993 and he joined Brandes Investment Partners in 1999.
As of 31 Mar 2025 | Reporting Currency: USD
Data displayed as of 31 Mar 2025
| Issuer | % |
|---|---|
| Wells Fargo & Co | 3.6 |
| CVS Health Corp | 2.2 |
| T-Mobile US Inc | 1.8 |
| Meta Platforms Inc | 1.8 |
| GSK PLC | 1.7 |
| Alibaba Group Holding Ltd | 1.5 |
| Heineken NV | 1.5 |
| Sanofi SA | 1.5 |
| Comcast Corp | 1.4 |
| AIA Group Ltd | 1.4 |
| % of Portfolio | 18.4 |
| Portfolio holdings are subject to change at any time at the discretion of the investment manager. | |
The portfolio characteristics shown relate to a single account deemed by Brandes to be generally representative of the strategy as of date noted. Not every account will have these exact characteristics. The actual characteristics with respect to any particular account will vary based on a number of factors including but not limited to: (i) the size of t he account; (ii) investment restrictions applicable to the account, if any; and (iii) market exigencies at the time of investment. Characteristics identified are calculated on a gross basis without the deduction of fees and expenses. Data is updated on a quarterly basis.
SMART: Brandes Separately Managed Account Reserve Trust is a registered investment company offered by Brandes.
Enhanced Income Index (rebalanced monthly): 70% Bloomberg U.S. Aggregate Bond Index, 30% S&P Developed $25 Billion Plus Index with net dividends. The Bloomberg U.S. Aggregate Bond Index is a broad based benchmark that measures the investment grade, U.S. dollar denominated, fixed rate taxable bond market. This index is a total return index which reflects the price changes and interest of each bond in the index. The S&P Developed $25 Billion Plus Index measures equity market performance of the developed markets throughout the world that have market capitalizations greater than $25 billion (USD). The benchmark returns are not covered by the report of independent verifiers.