Investment Strategies

The following investment strategies are available:

Asia Pacific (ex-Japan) Equity

The Brandes Asia Pacific (ex-Japan) Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of Asian issuers other than Japanese issuers as well as issuers from Australia and New Zealand.

Core Plus Fixed Income

The Brandes Core Plus Fixed Income Strategy seeks long-term returns in excess of its benchmark (the Bloomberg U.S. Aggregate Bond Index) by investing primarily in United States government and agency debt, U.S. and non-U.S. corporate debt, mortgage-backed securities (“MBS”) and asset-backed securities (“ABS”).

Corporate Focus Fixed Income

The Brandes Corporate Focus Fixed Income Strategy seeks long-term returns in excess of its benchmark (the Bloomberg Intermediate U.S. Credit Index) by investing primarily in corporate debt and high-quality United States government and agency securities.

Emerging Markets Equity

The Brandes Emerging Markets Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of companies located or active mainly in emerging and frontier country markets.

Enhanced Income

The Brandes Enhanced Income Strategy seeks to achieve current income and longterm capital appreciation in excess of its benchmark (70% Bloomberg Barclays U.S. Aggregate Bond Index and 30% S&P Developed $25 Billion Plus Index) by investing primarily in a combination of equity and fixed income securities of both U.S. and nonU.S. issuers.

European Equity

The Brandes European Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of European issuers.

Global Equity

The Brandes Global Equity Strategy seeks long-term capital appreciation by investing primarily in the equity securities of both U.S. and non-U.S. issuers whose equity market capitalizations exceed $5 billion at the time of purchase.

Global Opportunities Value

The Brandes Global Opportunities Value Strategy seeks long-term capital appreciation by investing primarily in the equity securities of both U.S. and non-U.S. issuers irrespective of equity market capitalizations.

Global Small Cap Equity

The Brandes Global Small Cap Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of U.S. and non-U.S. issuers with equity market capitalizations of $2.5 billion or less at the time of purchase.

Global Small-Mid Cap Equity

The Brandes Global Small-Mid Cap Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of U.S. and non-U.S. issuers with equity market capitalizations greater than $1.5 billion but no greater than $7.5 billion at the time of purchase.

International Equity

The Brandes International Equity Strategy seeks long-term capital appreciation by investing primarily in the equity securities of non-U.S. issuers whose equity market capitalizations exceed $5 billion at the time of purchase.

International Small Cap Equity

The Brandes International Small Cap Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. issuers with equity market capitalizations of $2.5 billion or less at the time of purchase.

International Small-Mid Cap Equity

The Brandes International Small-Mid Cap Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. issuers with equity market capitalizations greater than $1.5 billion but no greater than $7.5 billion at the time of purchase.

Japan Equity

The Brandes Japan Equity Strategy seeks long-term capital appreciation by investing primarily in equity securities of Japanese issuers.

U.S. Small Cap Value Equity

The Brandes U.S. Small Cap Value Equity Strategy seeks long-term capital appreciation by investing primarily in the equity securities of U.S. issuers with equity market capitalizations of $2.5 billion or less at the time of purchase.

U.S. Small-Mid Cap Value Equity

The Brandes U.S. Small-Mid Cap Value Equity Strategy seeks long-term capital appreciation by investing primarily in the equity securities of U.S. issuers with equity market capitalizations greater than $1.5 billion but no greater than $7.5 billion at the time of purchase.

U.S. Value Equity

The Brandes U.S. Value Equity Strategy seeks long-term capital appreciation by investing primarily in the equity securities of U.S. issuers with equity market capitalizations that exceed $5 billion at the time of purchase.

Our Strategies