San Diego, California - April 30, 2026 - Brandes Investment Partners, a boutique investment advisory firm with $46.4B in client assets, is pleased to be recognized as a winner of two USA Lipper Fund Awards. Presented by London Stock Exchange Group (LSEG), the awards were granted to The Brandes International Small Cap Equity Fund (R6 share) and The Brandes Small Cap Value Fund (R6 share) for exceptional performance.
Both mutual funds are managed by Brandes’ Small Cap Investment Committee, which includes Bryan Barrett, CFA, Director, Investments Group; Yingbin Chen, CFA, Director, Investments Group; Mark Costa, CFA, Director, Investments Group; and Luiz Sauerbronn, Director, Investments Group.
The Brandes International Small Cap Equity Fund (R6 share) was recognized in the International Small/Mid Cap Value category for its three- and five-year performance period ending November 30, 2025. The Fund seeks long-term capital appreciation by investing in equity securities of non-U.S. issuers. Through a bottom-up investment process, the investment committee targets undervalued equities relative to their financial strength and upside potential.
The Brandes Small Cap Value Fund (R6 share) was recognized in the Small Cap Value category for its three- and five-year performance period ending November 30, 2025. The Fund invests predominantly in U.S. small cap equity securities, and all investments are evaluated through Brandes’ disciplined fundamental research and valuation analysis.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. Overall, 111 funds won an award for the three-year period and 111 funds were recognized with a Lipper Fund Award over the five-year period ended November 30, 2025.
“We are grateful for this recognition and to our clients for putting their trust in our investment process,” said Oliver Murray, Brandes CEO. “Our investment focus has always been to stay true to value, and this acknowledgement is a testament to the performance benefits of our commitment across various market cycles.”
“The 2026 LSEG Lipper Fund Awards mark another volatile three-year stretch for global markets. The managers we’re recognizing have guided investors through an environment where base rates have spiked, then diverged, as central banks navigated new and challenging inflationary landscapes, alongside uneven global growth and heightened geopolitical risk. Whether managers entered the market in the era of easy money or have navigated cycles for decades, the recent period made one thing plain: durable results come from a disciplined process, not prediction,” said Otto Christian Kober, Head of Lipper Research, LSEG Data & Analytics.
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 LSEG Lipper Fund Awards
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award.
For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper.
Mutual fund investing involves risk. Principal loss is possible.
A mutual fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, and may be obtained by calling 1.800.395.3807 or visiting brandes.com/funds. Read carefully before investing.
The Brandes funds are distributed by Foreside Financial Services, LLC.