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Brandes Us Equity Class F (0P000075OL)
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22/11 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 102.44M
Brandes US Equity Class F
36.570
+0.280
+0.76%
- Overview
- Profile
- Historical Data
- Holdings
0P000075OL Overview
On this page you'll find an in-depth profile of Brandes Us Equity Class F. Learn about the key management, total assets, investment strategy and contact information of 0P000075OL among other information.
Investment Strategy
The fundamental investment objective of the Fund is to achieve long-term capital appreciation by investing primarily in the equity securities of U.S. issuers with equity market capitalizations that exceed $1 billion at the time of purchase. Brandes LP is a Graham & Dodd value-oriented, global investment adviser that applies fundamental analysis to bottom-up security selection. Brandes LP believes that consistently buying businesses at discounts to conservative estimates of their intrinsic value has the potential to produce competitive long-term results.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kenneth Little | Managing Director | 2013 | Now |
| Biography | Ken Little, a limited partner of the firm’s parent company, oversees the firm’s research efforts and investment committees. He is a member of the All-Cap and Global Large-Cap Investment Committees. Mr. Little is a member of the firm’s Executive Management Group and ESG Oversight Committee. Prior to Brandes, he was a Senior Accountant with KPMG. Earned BS from the University of La Verne and his MBA from Fuqua School of Business at Duke and is a CPA (inactive). His investment experience began in 1996, when he joined Brandes. | ||
| Ted Kim | Analyst | 2013 | Now |
| Biography | Director, Investments Group Ted Kim is a Senior Analyst and leader of the Industrials Research Team, specializing in coverage of the automotive and capital goods industries. He is a member of the Global Large-Cap Investment Committee and a limited partner of the firm’s parent company. Prior to joining Brandes, he worked as a Product and Manufacturing Engineer at a major U.S. automobile company. Earned his MBA from Kellogg (Northwestern) and an MS and a BS, both from the Massachusetts Institute of Technology. His experience began in 2000 when he joined Brandes. | ||
| Brian A. Matthews | Director Investments/Senior Analyst/Analyst/Research Associate | 2013 | Now |
| Biography | Director, Investments Group Brian Matthews, a limited partner of the firm’s parent company, is a Senior Analyst on the Telecommunications Research Team and a member of the Global Large-Cap Investment Committee. He was previously a member of the Small-Cap Investment Committee. Prior to joining Brandes, he worked as an Investment Banking Analyst with Merrill Lynch. Mr. Matthews earned his BS with concentrations in finance and management (summa cum laude) from the Wharton (Pennsylvania). His relevant experience began in 2000, and he joined Brandes in 2002. | ||
| Brent Fredberg | Director | 2005 | Now |
| Biography | Director, Investments Group Brent Fredberg, a limited partner of the firm’s parent company, is a Senior Analyst and leader of the Technology Research Team and is also on the Consumer Products Research Team, with a primary focus on household durables companies. He is a member of the Global Large-Cap Investment Committee and the Investment Oversight Committee. Prior to Brandes, he worked for Raytheon/Amana Appliances as a Financial Analyst and Controller. Earned his MBA from Kellogg (Northwestern) and his BS in finance from the University of Iowa. | ||
| Jim Brown | Director | 2002 | 2016 |
| Biography | -Experience Member of the Global Large Cap Investment Committee Member of the Brandes Institute Advisory Board Relevant experience began in 1984 Joined Brandes Investment Partners in 1996 Prior Career Highlights Financial Institutions Team Leader, Brandes Investment Partners Utilities Team Leader, Brandes Investment Partners Senior Vice President, First Interstate Bank of Texas (later acquired by Wells Fargo) Regional Director of Investments Head of Texas Private Banking Air Force pilot -Education and Skills MBA from Harvard Business School BS from United States Air Force Academy | ||
| Jeffrey Germain | Director | 2009 | 2013 |
| Biography | Jeff Germain, a limited partner of the firm’s parent company, is a Senior Analyst on the Basic Materials Research Team and a member of the International Large-Cap Investment Committee. Prior to joining Brandes, he was a Financial Analyst with Harcourt and the CFO of Golf Destinations. Mr. Germain earned his BS in business administration with a concentration in finance from the University of North Carolina at Chapel Hill. His relevant experience began in 2001, when he joined Brandes Investment Partners. | ||
| Brent Woods | Managing Director of Portfolio Management and Client Services | 2002 | 2013 |
| Biography | Current Responsibilities ○ Chief Executive Officer, leading the Advisor’s Senior Management Team, which is responsible for day-to-day operations and long-term strategic direction ○ Member of the International Large-Cap Investment Committee ○ Member of the Investment Oversight Committee, which monitors the processes and activities of the Advisor’s investment committees ○ Member of the ESG Oversight Committee ● Experience began in 1995 ● Joined Brandes Investment Partners in 1995 ● Limited partner of the Advisor’s parent company | ||
| Glenn R. Carlson | CEO/Co-CEO | 2002 | 2013 |
| Biography | Glenn R. Carlson, CFA Executive Director Experience • Current Responsibilities o Member of the Investment Oversight Committee, which monitors the processes and activities of the firm’s investment committees o Member of the Brandes Institute Advisory Board • Experience began in 1983 • Joined Brandes Investment Partners in 1986 • Limited partner of the firm’s parent company Education and Skills • BA from the University of California, San Diego | ||
| Amelia Maccoun Morris | Director | 2002 | 2013 |
| Biography | Amelia Morris oversees equity research activities in the consumer sector and covers the European retail and telecom services industries. She is a member of the International Large-Cap Investment Committee and a limited partner of the firm’s parent company. Previously she’s been a member of the Emerging Markets Investment Committee, Investment Oversight Committee and Brandes Institute Advisory Board. Ms. Morris earned her AB from UC Davis and MBA from Booth-Chicago. She holds the CFA Institute Certificate in ESG Investing. Her relevant experience began in 1986, and joined Brandes in 1998. | ||
| Keith Colestock | Senior Analyst | 2002 | 2010 |
| Biography | Keith, a partner of the firm, is a senior analyst and serves as a team leader, coordinating the firm’s research activities in the utilities sector. In addition, Keith analyzes tobacco companies in the consumer products area. He also is a voting member of the Large Cap and Mid Cap Investment Committees. Prior to joining Brandes, Keith served as senior equity analyst and director of research for an investment research firm in San Diego. Before that, Keith was an independent demographic consultant to retail real estate developers. He earned his BA in business administration from California State University, Fullerton. He is a current member and past president of the Financial Analysts Society of San Diego. Keith has 14 years of investment experience. | ||
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