Brandes - U.S. Individuals - Corporate Focus Fixed Income Strategy

Investment Strategies

Go for More than Just Income

  • Flexibility— Designed for investors seeking a diversified managed portfolio of fixed income issues offering a potentially high level of income plus potential capital appreciation.
  • Focus— Primarily invests in corporate debt obligations issued from U.S. corporations. Up to 50% of the portfolio’s assets may be invested in securities which are rated below investment grade, and an additional 30% of the portfolio’s assets, determined at the time of purchase, may be invested in non-U.S. dollar denominated securities issued by corporations or governments.

Partner with a Pioneer in Global Value Investing

  • Experienced Professionals — The Investment Committee is composed of experienced professionals who have managed extreme market cycles.
  • Commitment to Transparent, Easy to Understand Investment Process — The firm consistently applies a Graham-and-Dodd, value investing approach centered on a research-driven process of purchasing potentially undervalued companies with the goal of capturing future price appreciation.
  • Independent Point of View — Brandes Investment Partners is a 100% employee owned firm and its strategies are unhindered by sales quotas or any outside influence that may impede the firm’s pursuit of investment management excellence.

The Brandes Corporate Focus Fixed Income Strategy seeks long-term returns in excess of its benchmark (the Bloomberg Barclays Intermediate U.S. Credit Index) by investing primarily in corporate debt and high quality United States government and agency securities. The strategy will be predominately invested in corporate debt obligations issued by U.S. and non-U.S. corporations. A minimum of 50% of the investments must be rated investment grade by a nationally recognized rating agency at the time of purchase. An additional 30% may be invested in non U.S. dollar denominated debt instruments measured at the time of purchase. We expect the strategy to be invested in approximately 60-150 issues. With the exception of United States Treasury securities, typically no more than 30% of the value of total strategy assets will be invested in any single U.S. agency at the time of purchase. No more than 10% of the value of a strategy’s assets may be invested in any other single issuer at the time of purchase.

The strategy benchmark is the Bloomberg Barclays U.S. Intermediate Credit Bond Index.

GIPS® Compliant Presentation:
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The results for individual accounts and for different periods may vary.  Investors should not rely on prior performance results as a reliable indication of future results. Market conditions may impact performance. The performance results presented were achieved in particular market conditions which may not be repeated. Moreover, the current market volatility and uncertain regulatory environment may have a negative impact on future performance.
Brandes Investment Partners® is a registered trademark of Brandes Investment Partners, L.P. in the United States and Canada.