Brandes at a Glance

Brandes at a Glance


Who We Are

Brandes Investment Partners, L.P. is a global investment advisory firm serving the needs of investors, including individuals, financial advisors, institutions, foundations and endowments.1

Among the first investment firms to invest globally using a value approach, we manage a variety of equity and fixed-income strategies.


What You Can Expect from Us

  • Value: A singular focus on value investing
  • Global Reach: Company-centered investment process with a global, all-cap purview
  • Endurance: Navigating market cycles since 1974
  • Independence: Our 100% employee ownership enables us to think long term

How We Pursue Results

Guided by the principles of Benjamin Graham, widely considered the father of value investing, we seek to take advantage of market irrationality and short-term security mispricing by buying stocks and bonds that we believe are undervalued based on our estimates of their true worth.

We believe this is the best way we can pursue the desired results for client portfolios over the long term.
1Brandes Investment Partners, L.P. is advisor to the Funds.
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Pioneer in Global Value Investing

 Developed markets Developed markets  Emerging and frontier markets Emerging and frontier markets
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Who We Serve

FINANCIAL PROFESSIONALS
Financial Institutions
Financial Advisors
RIAs

INVESTMENT CONSULTANTS

PRIVATE CLIENTS

INSTITUTIONS
Public Funds
Corporations/ERISA
Taft-Hartley Plans
Foundations & Endowments


Investment Vehicles

MUTUAL FUNDS/UCITS

SEPERATELY MANAGED ACCOUNTS

POOLED FUNDS/OTHERS

 

AUM by Mandates

AUM by Mandates Chart

As of September 30, 2018

IE dot International Equity  36%
GE dot Global Equity  18%
EMVE dot Emerging Markets Strategies   20%
EME dot International Small Cap Equity  7%
ISCE dot European Equity  3%
USVE dot U.S. Value Equity  3%
OES dot Other Equity Strategies  10%
FIS dot Fixed Income Strategies  4%

Invested in Our Strategies—Alongside Our Clients

At Brandes, we have a long-established culture of investing alongside of our clients. Our Co-Investment Guidelines help ensure that our leadership’s financial interests are aligned with those of our clients. Members of the firm’s various Investment Committees maintain meaningful personal investments in Brandes strategies, especially the ones they co-manage.

Get in touch with our mutual fund team today! Email or call 1.800.237.7119