Brandes - U.S. Individuals - Global Balanced Strategy

Investment Strategies

Consider More Upside with Potentially Less Downside

  • Flexibility — Designed for investors seeking long-term capital appreciation, plus income, from a diversified managed portfolio that may have potentially lower volatility than an all equity portfolio.
  • Focus — Primarily invests in global equity securities, including emerging markets, and high quality debt issued by the U.S. Treasury and U.S. government agencies. May also hold a position in the Brandes Separately Manged 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 Brandes Global Balanced Strategy seeks long-term capital appreciation and current income by investing primarily in a combination of undervalued equity securities and fixed income securities of both U.S. and non-U.S. issuers. It primarily invests in equity securities of issuers whose equity market capitalization exceeds $1 billion, short- to intermediate-maturity bonds, and cash equivalents. The strategy will typically have between 40% and 75% of its total assets invested in equity securities (determined at the time of purchase), depending upon Brandes’ ability to find individual companies meeting its investment criteria.

The World Balanced Index is composed of 70% MSCI World Index with net dividends and 30% FTSE US Broad Investment Grade Bond Index. The MSCI World Index captures large and mid cap representation of developed markets. The FTSE US Broad Investment Grade Bond Index tracks the performance of U.S. dollar-denominated bonds issued in the U.S. investment-grade bond market. Prior to April 1, 2015, the World Balanced index was composed of a 50 percent allocation to each benchmark in the blend. Brandes Investment Partners believes the rebalance of the benchmark’s allocation better represents the Global Balanced strategy’s asset allocation to equities and fixed income.

GIPS® Compliant Presentation:
Performance Data is unavailable.

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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.