Brandes - U.S. Individuals - Enhanced Income Strategy

Investment Strategies

Consider the Potential to Protect Purchasing Power from Inflation and Rising Interest Rates

  • Flexibility — Designed for income-oriented investors who are also seeking potential long-term capital gains in a diversified portfolio.
  • Focus — Primarily invests in diversified fixed-income securities and global mega-cap stocks with generally attractive dividend yields. Holds a position in the Brandes Separately Managed Account Reserve Trust (SMART).

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.

**SMART: Brandes Separately Managed Account Reserve Trust is a registered investment company offered by Brandes.

The typical proportion of equity to fixed income securities is expected to be 30% equity to 70% fixed income. While we have some flexibility to vary this proportion, and market price action may also impact the ratio, the equity proportion of the strategy is likely to remain in the range of 25% to 35%. Not all investment strategies are suitable for all investors. 

The Brandes Enhanced Income Strategy seeks to achieve current income and long-term capital appreciation by investing primarily in a combination of undervalued equity and fixed income securities of both U.S. and non-U.S. issuers. It primarily invests in United States government and agency debt, corporate debt obligations, and cash equivalents, plus equity securities of issuers whose market capitalization ranks in the top 250 companies worldwide. The strategy is not subject to any specific geographic diversification requirements. The typical proportion of equity to fixed income securities is expected to be 30% equity to 70% fixed income. While we have some flexibility to vary this proportion, and market price action may also impact the ratio, the equity proportion of the strategy is likely to remain in the range of 25% to 35%.

The strategy uses a blended benchmark of 70% Bloomberg Barclays U.S. Aggregate Bond Index and 30% S&P Developed $25 Billion Plus Index (rebalanced daily).

In September 2016 the strategy benchmark changed from gross of withholding tax to net of withholding tax, effective back to the inception date of the strategy. The change was made to better reflect our expectation for an investor’s actual experience.

GIPS® Compliant Presentation:
Performance Data is unavailable.

Composite Characteristics are unavailable.

THROUGH January 1, 0001 | REPORTING CURRENCY: USD

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.

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