Why the Brandes Mutual Fund Complex

Why the Brandes Mutual Fund Complex?

Brandes offers investors equity and fixed-income mutual funds which seek to enhance a portfolio’s diversification and capital-appreciation potential through the application of a fundamental, Graham-and-Dodd value investing approach, which the firm has applied consistently over the last 42 years. View the video featuring Marsha Otto, CFA, Brandes Investment Partners Director, Mutual Funds, for an overview of the Brandes Mutual Fund Complex.

 

Transcript

Why the Brandes Mutual Fund Complex?

We offer six equity funds and two fixed-income funds, and all of our funds are managed using a fundamental Graham-and-Dodd value style that we've applied consistently for over 42 years.  As a whole our funds cover various regions globally and across the market-cap spectrum, including small caps, which are all designed to meet, I think very critical investor needs.

 

How can value investors avoid companies that are "inexpensive" for a reason?

 

It is critical to keep in mind that just because a company is out of favor does not mean that it has the potential to appreciate in price. So to determine that, investors must understand the fundamentals of the business. And that's where our Graham-and-Dodd approach and our solid research infrastructure come into play.

 

Our research teams are divided into eight sectors.  And each team covers its sector across regions and market caps.

 

Why should investors allocate to actively managed value funds at this time?

 

There's no question that growth-oriented stocks, even GARP (growth at a reasonable price) and passive strategies have been in favor.

 

But, value investing has not lost its appeal, in our opinion. If anything, it’s even more attractive today considering the particularly compelling valuations outside the United States.

 

As for passive strategies, at times investors may have a need for short-term funding requirements that passive vehicles can provide.  But it makes having an active allocation, an active manager that much more important.  It's crucial to have that actively managed component which is focused on alpha generation in order to achieve long-term financial goals.

 

What is your long-term outlook for international areas experiencing negative investor sentiment?

 

Well, actually, some of the most compelling investment opportunities we are seeing today are located in these parts of the world.

 

So for us it provides a very fertile ground for potentially undervalued opportunities. So while the bad news encourages investors to flee, it can also create some dynamic pockets of value for our clients.

In particular, in Europe some areas have been experiencing slow growth and political turmoil especially in light of the Brexit vote in June 2016, which has only added to market uncertainties, causing prices to get dislocated.  And valuations are quite appealing in Europe right now, in our view.

 

Disclosures:

Alpha: A measure of performance based on the excess return of an investment relative to the return of a benchmark index.

 

Diversification does not assure a profit or protect against loss in a declining market.

 

Graham-and-Dodd investment approach: A method described by Benjamin Graham and David Dodd in their 1934 book Security Analysis that uses fundamental analysis to identify securities which may be underpriced relative to the value of their underlying assets.

 

Because the values of the Fund's investments will fluctuate with market conditions, so will the value of your investment in the Fund. You could lose money on your investment in the Fund, or the Fund could underperform other investments. The values of the Fund’s investments fluctuate in response to the activities of individual companies and general stock market and economic conditions. In addition, the performance of foreign securities depends on the political and economic environments and other overall economic conditions in the countries where the Fund invests. Emerging country markets involve greater risk and volatility than more developed 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. Investments in small and medium capitalization companies tend to have limited liquidity and greater price volatility than large capitalization companies.

 

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 www.brandesfunds.com. Read carefully before investing

The foregoing reflects the thoughts and opinions of Brandes Investment Partners® exclusively and is subject to change without notice. Brandes Investment Partners® is a registered trademark of Brandes Investment Partners, L.P. in the United States and Canada.

 

The Brandes Funds are distributed by ALPS Distributors, Inc.

 

 

 


 

The Brandes Mutual Fund Complex
The Brandes Investment Trust offers six equity mutual funds and two fixed-income mutual funds, which invest around the world and across the market capitalization spectrum, including in small cap companies.  

 


Brandes Core Plus Fixed Income Fund

The Brandes Core Plus Fixed Income Fund (the "Core Plus Fund"), formerly named the Brandes Institutional Core Plus Fixed Income Fund, seeks to maximize long-term total return, consisting of both current income and capital appreciation.
 
Fact SheetFACT SHEET

CommentaryQUARTERLY COMMENTARY


Brandes Global Equity Fund

The Fund seeks long-term capital appreciation by investing in equity securities of issuers in developing markets it believes are undervalued relative to their financial strength and upside potential.
 
Fact SheetFACT SHEET

CommentaryQUARTERLY COMMENTARY


Brandes International Equity Fund

The Fund seeks long-term capital appreciation by investing in equity securities of non-U.S. issuers it believes are undervalued relative to their financial strength and upside potential.
 
Fact SheetFACT SHEET

CommentaryQUARTERLY COMMENTARY


Brandes Credit Focus Yield Fund

The Brandes Credit Focus Yield Fund (the "Credit Focus Yield Fund"), seeks total return, consisting of both current income and capital appreciation.
 
Document_Icon_MFFACT SHEET

CommentaryQUARTERLY COMMENTARY


Brandes Global Equity Income Fund

The Fund seeks long-term capital appreciation and current income by investing primarily in equity securities of U.S. and foreign companies.
 
Fact SheetFACT SHEET

CommentaryQUARTERLY COMMENTARY


Brandes International Small Cap Equity Fund

The Fund seeks long-term capital appreciation by investing in equity securities of non-U.S. issuers it believes are undervalued relative to their financial strength and upside potential.
 
Fact SheetFACT SHEET

CommentaryQUARTERLY COMMENTARY


Brandes Emerging Markets Value Fund

The Fund seeks long-term capital appreciation by investing in equity securities of issuers in developing markets it believes are undervalued relative to their financial strength and upside potential.
 
Fact SheetFACT SHEET

CommentaryQUARTERLY COMMENTARY


Brandes Global Opportunities Value Fund

The Fund 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.
 
Fact SheetFACT SHEET

CommentaryQUARTERLY COMMENTARY

Get in touch with our mutual fund team. Email or call 1.800.237.7119 today.


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