Brandes at a Glance

Brandes at a Glance

Who We Are

We are a global investment advisory firm serving the needs of investors, including individuals, financial advisors, institutions, foundations and endowments.

Among the first investment firms to invest globally using a value approach, we manage a variety of equity and fixed-income strategies.

  

What You Can Expect from Us

  • Value: A singular focus on value investing
  • Global Reach: Company-centered investment process with a global, all-cap purview
  • Endurance: Navigating market cycles since 1974
  • Independence: Our 100% employee ownership enables us to think long term

How We Pursue Results

Guided by the principles of Benjamin Graham, widely considered the father of value investing, we seek to take advantage of market irrationality and short-term security mispricing by buying stocks and bonds that we believe are undervalued based on our estimates of their true worth.

We believe this is the best way we can pursue the desired results for client portfolios over the long term.
Select Milestones Timeline

Pioneer in Global Value Investing

 Developed markets Developed markets  Emerging and frontier markets Emerging and frontier markets
Map Graphic

Who We Serve

FINANCIAL PROFESSIONALS
Financial Institutions
Financial Advisors
RIAs

INVESTMENT CONSULTANTS

PRIVATE CLIENTS

INSTITUTIONS
Public Funds
Corporations/ERISA
Taft-Hartley Plans
Foundations & Endowments


Investment Vehicles

MUTUAL FUNDS/UCITS

SEPERATELY MANAGED ACCOUNTS

POOLED FUNDS/OTHERS

 

AUM by Mandates

AUM by Mandates Chart

As of March 31, 2018

IE dot International Equity  36%
GE dot Global Equity  17%
EMVE dot Emerging Markets Strategies   21%
EME dot International Small Cap Equity  7%
ISCE dot European Equity  3%
USVE dot U.S. Value Equity  2%
OES dot Other Equity Strategies  10%
FIS dot Fixed Income Strategies  3%

Invested in Our Strategies—Alongside Our Clients

At Brandes, we have a long-established culture of investing alongside of our clients. Our Co-Investment Guidelines help ensure that our leadership’s financial interests are aligned with those of our clients. Members of the firm’s various Investment Committees maintain meaningful personal investments in Brandes strategies, especially the ones they co-manage.

For more information or to reach out to us please call +353.1.618.2700.

*Total assets under management (AUM). Assets include institutional accounts, pooled investment vehicles, and high net worth accounts outside of SMA ("wrap-fee") programs. **The SMA Division encompasses the firm's "Separately Managed Account" business (sub advisory "wrap-fee" business with brokerage firms). Also includes UMA ("unified managed account") assets. 

The foregoing reflects the thoughts and opinions of Brandes Investment Partners exclusively and is subject to change without notice. This material is intended for informational purposes only and should not be considered a recommendation to purchase or sell any particular security. It should not be assumed that any security transactions, holdings, or sectors discussed were or will be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance discussed herein. Strategies discussed herein are subject to change at any time at the discretion of the investment. Market conditions may impact performance. International and emerging markets investing is subject to certain risks such as currency fluctuation and social and political changes, differences in financial reporting standards and less stringent regulation of securities markets which may result in greater share price volatility; such risks are increased when investing in emerging markets. Additional risks associated with emerging markets investing include smaller-sized markets, liquidity risks, and less established legal, political, social, and business systems to support securities markets. Some emerging markets countries may have fixed or managed currencies that are not free-floating against the U.S. dollar. Certain of these currencies have experienced, and may experience in the future, substantial fluctuations or a steady devaluation relative to the U.S. dollar. Frontier markets are less advanced capital markets from the developing world. They are countries with investable stock markets that are less established than those in emerging markets.