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Investment Strategies
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 Barclays 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 Barclays 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
Asia Pacific (ex-Japan) Equity
Core Plus Fixed Income
Corporate Focus Fixed Income
Emerging Markets Equity
Enhanced Income
European Equity
Global Equity
Global Opportunities Value
Global Small Cap Equity
Global Small-Mid Cap Equity
International Equity
International Small Cap Equity
International Small-Mid Cap Equity
Japan Equity
U.S. Small Cap Value Equity
U.S. Small-Mid Cap Value Equity
U.S. Value Equity
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