Money Manager Review 
Info History Assets Professionals Personnel Product
Print PDF    Print  Close Window
 

Brandes Investment Partners, L.P.

11988 El Camino Real, Ste. 600
San Diego, California 92130
United States
 
Contact :      Mrs. Kim Williams
Phone :       858.755.0239
Fax :             858.755.0916
Email :         rfps@brandes.com
Web :           http://www.brandes.com

Brandes Investment Partners, L.P. Information

Type of organization : Limited Partnership
Total Assets Managed ($Mil) : $24,449
Tax-Exempt Managed ($Mil) : $16,306
Taxable Assets Managed ($Mil) : $6,143
Year Founded : 1974
Wrap Programs Offered? : Yes
# of Accounts Managed : 1547
In-House Research : 70 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Brandes Investment Partners, L.P. History

Charles Brandes founded Brandes in 1974. Following a meeting with Benjamin Graham, who pioneered value investing, Mr. Brandes became a student of the value investment philosophy. When the bear market of 1973-1974 created unusually large long-term opportunities for disciplined, patient investors, Mr. Brandes decided it was time to launch his own firm. Since then, the company has remained independent, and has applied a bottom-up, Graham and Dodd, value investment philosophy and process consistently across numerous investment strategies. Brandes has achieved notable milestones throughout our history, including: • Pioneered value investing in markets outside of the U.S., managing portfolios of global equities since our founding in 1974 • Launched International Equity and U.S. Value Equity strategies in 1990 and 1991, respectively, leveraging the firm’s global investing experience • Between 1994 and 1997, introduced a number of additional strategies based on our experience investing across geographies and market capitalizations, including Emerging Markets Equity, European Equity, and International Small Cap Equity as well as a full range of small cap and SMID cap strategies • Opened a European office in 1996 (located in Dublin since 2012) • Opened a Toronto office in 1997, to better serve a large and growing client base in Canada • Enhanced the existing Investment Committee structure in 1998, increasing committee members’ specialization in and focus on specific investment strategies • Extended the Brandes value approach to fixed income portfolios, launching the firm’s Core Plus Fixed Income strategy in 1999 • Expanded the firm’s beneficial ownership in 2002, strengthening our succession plan and reinforcing our commitment to independence • Opened a Singapore office in 2012 Please note that effective January 1, 2006, the separation of the firm's separately managed account ("SMA") and Institutional/Private Client businesses was formalized through the creation of the SMA Division. This is reflected in reporting starting in first quarter 2006. Assets provided above are Institutional and Private Client only.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
1237
$688.05
 
Limited Partnership :
64
$103.49
 
Foundations :
36
$78.42
ERISA :
81
$2228.84
Unions, Taft-Hartley :
5
$146.57
Public :
20
$8303.63
Others :
104
$10899.86
Total # of Professional : 89 Analysts : 26
Portfolio Managers : 19 Traders : 10
Client Service : 20 Operation : 14

Brandes Investment Partners, L.P. Personnel

Ms.  Kimberly Darling

Data Preparer
Tel : 858.755.0239
Email: rfps@brandes.com

Ms.  Ray Lewis

Manager
Tel : 858.755.0239
Email: ray.lewis@brandes.com
Ray manages Brandes’ marketing communications department. This department creates, updates, and distributes the firm's marketing and client service materials and handles financial advisor and client inquiries, meetings, and presentations. Ray is responsible for coordinating the firm’s public relations efforts as well as assisting in establishing and maintaining broker/dealer relationships. She joined Brandes as a technical support analyst before she was appointed marketing communications manager. Prior to joining Brandes, Ray worked at a national brokerage firm where she held several positions in the New York home office and the West Coast regional office. She graduated from The University of Texas at Austin with a BS degree and has 18 years of investment experience.

Brandes Investment Partners, L.P. Product Name

Global Equity:Privately Managed Accounts
International Equity:Privately Managed Accounts
Global Balanced:Privately Managed Accounts
U.S. Value Equity:Privately Managed Accounts
Emerging Markets Equity:Privately Managed Accounts
European Equity:Privately Managed Accounts
Global Small Cap Equity:Privately Managed Accounts
International Small Cap Equity:Privately Managed Accounts
International Small-Mid Cap Equity:Privately Managed Accounts
U.S. Small-Mid Cap Value Equity:Privately Managed Accounts
Japan Equity:Privately Managed Accounts
Report Created: December,15 2018.  Copyright Money Manager Review , All rights Reserved.
Top

Print  Close Window