News and Announcements

Page 1 of 13 Pages with 9items per page.

  • Article

    Buying on Market Overreactions: SS&C, Equifax and Cigna

    In this interview with twst.com, Director of Investments Brent Fredberg discusses Brandes’ value investing philosophy and highlights opportunities where market overreactions may create attractive long-term opportunities.
  • Article

    Brandes backs value’s long-cycle revival

    In this feature, Brandes CEO Oliver Murray discusses how the firm’s steadfast commitment to value investing has positioned Brandes for renewed interest as investors increasingly seek diversification, discipline, and a greater focus on fundamentals.
  • Article

    Brandes Backs NLB's Offer for Addiko Shares

    This article examines Brandes Investment Partners’ position on the Addiko Bank AG takeover process and the factors influencing its assessment of shareholder value.
  • Press Release

    Brandes Investment Partners Supports NLB Offer for Addiko Shares

    Brandes intends to tender Addiko Bank AG shares held on behalf of clients to NLB Group, concluding that the premium offered by NLB delivers a materially superior economic outcome.
  • Article

    Should We Fear An AI Bubble Bust?

    In Barron’s discussion of a potential AI bubble, Director of Investments Brent Fredberg offers perspective on key market concerns and how the current landscape compares with the dot-com bubble. Click here to read more:
  • Article

    6 Foreign and Commodity ETFs for an Iran Peace Deal That Lasts

    A tentative U.S.–Iran ceasefire helped drive a rally in emerging markets and renewed investor optimism of foreign equities as energy-related recession risks ease. Within this backdrop, Director of Investments Louis Lau, CFA, highlights opportunities in emerging market banks.
  • Article

    Big Tech’s AI Spending Spree Is Making Stock Buybacks Disappear

    Rising AI investment is reshaping Big Tech’s capital allocation, with companies scaling back share buybacks in favor of significant spending on infrastructure. Director of Investments Brent Fredberg notes this shift may pressure free cash flow and increase risk as firms become more capital-intensive. Read more here:
  • Article

    The Iran War Is Kicking off a Mad Scramble for Green Tech and These 3 Companies Are on the Front Lines

    In this Barron's article, Director of Investments Louis Lau, CFA, shares his perspective on the challenges facing Indian equities and where long-term investors may still find value.
  • Article

    Value Investor Insight: Changing Landscape

    Director of Investments Gerardo Zamorano, CFA, discusses how emerging markets investing has evolved over the years, explains why he follows bouts of negativity in pursuit of ideas, outlines Brandes’ investment approach, and shares where he sees potentially mispriced value in the market.

Page 1 of 13 Pages with 9items per page.