San Diego, California – March 14, 2025 – Brandes Investment Partners, is delighted to announce that the Brandes International Equity Fund (R6 share) and the Brandes International Small Cap Equity Fund (R6 share) have received 2025 Lipper Fund Awards, presented by the London Stock Exchange Group (LSEG).
The Brandes International Equity Fund (R6 share) was recognized for strong risk-adjusted performance relative to its peers in the International Multi-Cap Value category for the three- and five-year period ended November 30, 2024. The fund, managed by the International Large-Cap Investment Committee, applies a disciplined investment process focused on uncovering non-U.S. companies with potentially attractive value attributes.
The Brandes International Small Cap Equity Fund (R6 share) was also recognized for strong risk-adjusted performance relative to its peers in the International Small/Mid-Cap Value category for the three- and five-year period ended November 30, 2024. The fund seeks long-term capital appreciation by investing in equity securities of non-U.S. issuers that the fund’s investment team believes are undervalued relative to their financial strength and upside potential. The fund is managed by the Small-Cap Investment Committee, and it is the second year the fund has received a Lipper Award for outperformance.
The LSEG Lipper Fund Awards highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60, and 120 months. Overall, 118 funds won an award for the three-year period and 117 funds were recognized with a Lipper Fund Award over the five-year period ended November 30, 2024.
“In an environment of increased market volatility and uncertain economic factors, our focus has not changed. We remain committed to providing our clients with our fundamental approach to value investing,” said Oliver Murray, Brandes CEO. “We’re grateful for this recognition from LSEG as it reaffirms our belief that active management and a consistent approach to value may benefit a diversified portfolio from a long-term risk and return perspective.”
“We applaud the 2025 LSEG Lipper Fund Award winners, such as Brandes Investment Partners, for delivering outperformance and the accompanying comfort of consistency to investors’ portfolios through a cross-current of global market disruptions,” said Otto Christian Kober, Head of Lipper Research, LSEG Data & Analytics.
About Brandes Investment Partners
Brandes is a boutique investment advisory firm, managing global equity and fixed-income assets for clients worldwide. Since the firm’s inception in 1974, Brandes has consistently applied the value investing approach pioneered by Benjamin Graham to security selection and was among the first investment firms to invest globally using a value approach. The independently owned firm manages a variety of active investment strategies and applies its investment philosophy consistently in all market conditions. Headquartered in San Diego, Brandes and its related entities have offices in Milwaukee, Toronto, Dublin, and Singapore.
About LSEG Lipper Fund Awards
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award.
For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper.
Mutual fund investing involves risk. Principal loss is possible.
A mutual fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, and may be obtained by calling 1.800.395.3807 or visiting brandes.com/funds. Read carefully before investing.
The Brandes funds are distributed by Foreside Financial Services, LLC.