Brandes Briefing
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Each episode of the Brandes Briefing shares topical insights from a value-investing perspective.
Brandes Briefing
1w ago
Director, Product Specialist Scott Thompson, CFA, and Director of Investments Luiz Sauerbronn explore the geographic positioning of the Brandes International Equity Fund and the Brandes International ETF, as well as recent additions to the portfolios ..read more
Brandes Briefing
2M ago
Director, Product Specialist Scott Thompson, CFA, and Director of Investments Mark Costa, CFA, discuss the performance trends of small caps compared to large caps over time, as well as Brandes’ approach to seeking value in both U.S. and international small caps ..read more
Brandes Briefing
4M ago
Director of Product Management Scott Thompson, CFA and Director of Investments Mauricio Abadia, CFA discuss the evolving landscape of emerging markets, with a focus on Asia and technology ..read more
Brandes Briefing
5M ago
Managing Director Oliver Murray discusses our Brandes Letter – June: Investing is a People Business, which emphasizes human expertise in investment ..read more
Brandes Briefing
5M ago
Director of Institutional Portfolio Management Rhonda Berger and Director in Investments Brent Fredberg discuss the current environment for inflation, interest rates, technology and the impact on finding opportunities for value investors. ..read more
Brandes Briefing
5M ago
Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss durability of the pro value cycle and opportunities for value managers to invest in companies involved in artificial intelligence ..read more
Brandes Briefing
5M ago
Managing Director Oliver Murray and Research Analyst Alex Yee discuss how Brandes approaches the technology sector including AI from a value investor’s perspective. ..read more
Brandes Briefing
5M ago
Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss recent inflation trends and what they mean for value investors. ..read more
Brandes Briefing
5M ago
Managing Director Oliver Murray and Director in Investments Michael Hutchens, CFA discuss the recent U.S. bank failures. What happened and how these compare to previous bank failures. ..read more
Brandes Briefing
5M ago
Managing Director Oliver Murray and Director in Investments Jeffrey Germain, CFA discuss where Brandes is finding value and the impact of recent banking sector news on potential opportunities. ..read more