Brandes Briefing Brandes Investment Partners

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.

Director of Institutional Portfolio Management Rhonda Berger and Director of Investments Jonathan Menor, CFA, examine the evolving challenges and opportunities within the consumer sectors, including the ongoing and potential long-term impacts of inflationary pressures, strategic shifts in global supply chains, and GLP-1 drugs. 

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.

Director, Product Specialist Scott Thompson, CFA, and Director of Investments Mauricio Abadia, CFA, discuss the evolving landscape of emerging markets, with a focus on Asia and technology.

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. 

Managing Director Oliver Murray and Research Analyst Alex Yee discuss how Brandes approaches the technology sector including AI from a value investor’s perspective.