October 18, 2018
Luiz Sauerbronn, Director of Investments at Brandes, discusses where Brandes is finding buying opportunities in the U.K. amid Brexit talks.
October 18, 2018
August 29, 2018
Gerardo Zamorano, Director of Investments at Brandes, discusses Argentina's request of the International Monetary Fund to speed up disbursements from its $50 billion credit line.
RIA Channel |
July 08, 2018
Brandes Director of Mutual Funds Marsha Otto participated in a video interview with RIA Channel at the Morningstar conference to discuss where Brandes is finding buying opportunities and the benefits of active management.
February 22, 2018
Brandes Investment Partners |
February 20, 2018
Global Finance |
December 11, 2017
Emerging markets investors, including Brandes’ Louis Lau, CFA, Director of Investments, discuss which countries have the potential to be market leaders worthy of a new acronym similar to BRIC (Brazil, Russia, India, China) or MINT (Mexico, Indonesia, Nigeria, Turkey).
February 11, 2016
Investors with the discipline and willingness to conduct diligent research can find attractive opportunities at the company level in Brazil...
February 04, 2016
For many years, iron ore producers generally benefited from China’s industrial-led growth. However...
Wall Street Journal |
September 15, 2015
Not satisfied with the pace of regulatory response, Brandes Investment Partners joined hands with other asset managers to develop “best practices” and industry standards within the trading community, while working with regulators and legislators.
Fund holdings and sector allocations are subject to change at any time and should not be considered recommendations to buy or sell any security.
Morningstar rating information available here.
Book Value: Assets minus liabilities. Also known as shareholders’ equity.
Convertible Bond: A bond that the holder can convert into a specified number of shares of common stock in the issuing company or cash of equal value.
The MSCI Brazil, Peru, Mexico and Argentina indices measure large and mid cap equity performance in their named countries. MSCI has not approved, reviewed or produced this report, makes no express or implied warranties or representations and is not liable whatsoever for any data in the report. You may not redistribute the MSCI data or use it as a basis for other indices or investment products.
The MSCI Emerging Markets Index with net dividends captures large and mid cap representation of emerging market countries.
The S&P 500 Index with gross dividends measures equity performance of 500 leading companies in industries of the U.S. economy.
The rating is based on performance over two full market cycles (April 2000 – May 2015). An A+ grade went to the top 5% of funds and an A to the next 20%. Bs, Cs, Ds and Fs went to 25%, 25%, 20% and 5%, respectively. To land a double-A grade, a fund had to come out in the top quartile in both bull and bear markets.
A Lipper Fund Award is awarded to one fund in each Lipper classiﬁ cation for achieving the strongest trend of consistent risk-adjusted performance against its classiﬁ cation peers over a three, ﬁ ve or ten-year period.
Because the values of the Fund's investments will fluctuate with market conditions, so will the value of your investment in the Fund. You could lose money on your investment in the Fund, or the Fund could underperform other investments. The values of the Fund’s investments fluctuate in response to the activities of individual companies and general stock market and economic conditions. In addition, the performance of foreign securities depends on the political and economic environments and other overall economic conditions in the countries where the Fund invests. Emerging country markets involve greater risk and volatility than more developed markets. Some emerging markets countries may have fixed or managed currencies that are not free-floating against the U.S. dollar. Certain of these currencies have experienced, and may experience in the future, substantial fluctuations or a steady devaluation relative to the U.S. dollar. Growth stocks typically are more volatile than value stocks; however, value stocks have a lower expected growth rate in earnings and sales.
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