Brandes Investment Partners, L.P.

 

Your Value-Investing Specialist

In 1974, Charles Brandes launched the firm that bears his name in San Diego, California. With absolute devotion to value investing principles, modeled after the investing style pioneered by Benjamin Graham, Charles adapted Graham’s methods to the realities of today’s global marketplace.

Brandes LP was one of the first investment firms to bring a global perspective to value investing and has consistently applied the active, deep value approach to every portfolio it manages—in all market conditions.

Brandes LP, still independently owned and steadfast in its approach, applies a long-term perspective to investing and business management, firmly declared in the firm’s unique 100-Year Vision.

Allocate to Brandes True Value Vist the Brandes True Value web page for the latest updates on Value Investing the Brandes way.

MANAGEMENT TEAMS

Brandes All Cap Investment Committee

  • Charles H. Brandes, CFAFounder and Chairman
    • Experience
      • Founded Brandes Investment Partners in 1974
      • Current Responsibilities
        • Shares responsibility for driving strategic decisions and monitoring implementation of the firm’s vision and objectives
        • Member of the All-Cap Investment Committee
        • Member of the Investment Oversight Committee, which monitors the processes and activities of the firm’s investment committees
        • Member of the Brandes Institute Advisory Board
      • Investment experience began in 1968
      • Other Activities
        • Former board member of several organizations involved in scientific, charitable and cultural work, including the Salk Institute for Biological Studies, where he also served as Chair of the Investment Committee
        • Author of “Brandes on Value: the Independent Investor,” published in 2014
        • Author of “Value Investing Today,” published in 2003
        • Frequent lecturer at graduate business schools, CFA Society meetings and industry conferences worldwide
    • Education and Awards
      • BA in economics from Bucknell University
      • Recipient of lifetime achievement awards from Bucknell University and the London Value Investor Conference
  • Ralph Birchmeier, CFADirector, Investments Group
    • Experience
      • Current Responsibilities
        • Analyst and Team Leader responsibilities on the Financial Institutions Team,
        • Member of both the Small-Cap and All-Cap Investment Committees
      • Investment experience began in 1994
      • Joined Brandes Investment Partners in 1999
      • Prior Career Highlights
        • Analyst on the Basic Materials Team with Brandes Investment Partners
        • Portfolio Analyst with First Quadrant L.P.
        • Certified Public Accountant with Arthur Andersen
      • Education and Skills
        • MBA with an emphasis in finance (with honors) from Columbia University
        • BS in accounting from Loyola Marymount University
      • Limited partner of the firm’s parent company
  • Michael Hutchens, CFADirector, Investments Group
    • Experience
      • Current Responsibilities
        • Analyst responsibilities on the Financial Institutions Research Team
        • Member of the Small-Mid Cap and All-Cap Investment Committees
      • Investment experience began in 1994
      • Joined Brandes Investment Partners in 2001
      • Prior Career Highlights
        • Bank examiner with the Federal Reserve System
      • Education and Skills
        • MBA with a concentration in finance from Columbia Business School
        • BS in business with a concentration in finance from Indiana University
      • Limited partner of the firm’s parent company
  • Gerardo Zamorano, CFADirector, Investments Group
    • Experience
      • Current Responsibilities
        • Analyst and Team Leader responsibilities on the Telecommunications Research Team,
        • Member of the Emerging Markets and All-Cap Investment Committees
      • Investment experience began in 1995
      • Joined Brandes Investment Partners in 1999
      • Prior Career Highlights
        • Assistant Investment Officer in the Latin America Department with the International Finance Corporation (part of the World Bank Group)
      • Education and Skills
        • MBA from the Kellogg Graduate School of Management of Northwestern University
        • BSE (magna cum laude) from the Wharton School of Business of the University of Pennsylvania
        • Fluent in Spanish and Portuguese
      • Limited partner of the firm’s parent company
  • Kenneth Little, CFAManaging Director, Investments Group
    • Experience
      • Current Responsibilities
        • Managing Director, Investments Group, leading the firm’s overall research efforts and overseeing the product investment committees
        • Member of the All-Cap and Global Large-Cap Investment Committees
        • Analyst and Team Leader responsibilities on the Basic Materials and Utilities Research Teams
        • Member of the Senior Management Team, which is responsible for the firm’s day-to-day operations and long-term strategic direction
        • Member of the Corporate Governance Committee
      • Investment experience began in 1996
      • Joined Brandes Investment Partners in 1996
      • Prior Career Highlights
        • Senior Accountant with KPMG
      • Education and Skills
        • MBA from the Fuqua School of Business at Duke University
        • BS in accounting from the University of La Verne
        • Certified Public Accountant (inactive)
      • Limited partner of the firm’s parent company

Brandes Emerging Markets Investment Committee

  • Douglas C. Edman, CFADirector, Investments Group
    • Experience
      • Current Responsibilities
        • Analyst responsibilities on the Basic Materials Research Team
        • Member of the Emerging Markets Investment Committee
      • Investment experience began in 1990
      • Joined Brandes Investment Partners in 1995
      • Prior Career Highlights
        • Credit Analyst with Goldman Sachs
        • Project Engineer with Chevron
    • Education and Skills
      • MBA in finance from the Wharton School of the University of Pennsylvania
      • BS in chemical engineering from the University of Southern California
    • Limited partner of the firm’s parent company
  • Christopher J. Garrett, CFAChief Executive Officer, Brandes Asia
    • Experience
      • Current Responsibilities
        • Member of the Emerging Markets Investment Committee
        • Develop and service relationships with institutional consultants and clients
        • Non-Executive Director of Brandes Investment Partners (Asia) Pte. Ltd. (“Brandes Asia”), which is headquartered in Singapore and is an affiliate of Brandes Investment Partners, L.P
      • Investment experience began in 1990
      • Joined Brandes Investment Partners in 2000
      • Prior Career Highlights
        • Chief Executive Officer and Institutional Portfolio Manager for Brandes Asia
        • Portfolio Manager/Analyst with Dupont Capital Management
        • Corporate Loan Officer with City National Bank
        • Corporate Loan Officer with First Interstate Bank of California
    • Education and Skills
      • MBA from Columbia University’s Columbia Business School
      • BS in finance from Arizona State University
  • Gerardo Zamorano, CFADirector, Investments Group
    • Experience
      • Current Responsibilities
        • Analyst and Team Leader responsibilities on the Telecommunications Research Team,
        • Member of the Emerging Markets and All-Cap Investment Committees
      • Investment experience began in 1995
      • Joined Brandes Investment Partners in 1999
      • Prior Career Highlights
        • Assistant Investment Officer in the Latin America Department with the International Finance Corporation (part of the World Bank Group)
      • Education and Skills
        • MBA from the Kellogg Graduate School of Management of Northwestern University
        • BSE (magna cum laude) from the Wharton School of Business of the University of Pennsylvania
        • Fluent in Spanish and Portuguese
      • Limited partner of the firm’s parent company
  • Louis Y. Lau, CFADirector, Investments Group
    • Experience
      • Current Responsibilities
        • Analyst responsibilities on the Financial Institutions Research Team
        • Member of the Emerging Markets Investment Committee
        • Product Coordinator for the Emerging Markets Portfolio
      • Investment experience began in 1998
      • Joined Brandes Investment Partners in 2004
      • Prior Career Highlights
        • Analyst with Goldman Sachs, in investment banking and equity capital markets
      • Education and Skills
        • MBA in finance and accounting (with honors) from the Wharton School of the University of Pennsylvania
          • Director of Research and Portfolio Manager of the Wharton Investment Management Fund, a student-run, U.S. small-cap value fund
        • BBA in finance (with merit) from the National University of Singapore
        • Studied at the University of Michigan (Ann Arbor) and New York University
        • Fluent in Chinese
      • Limited partner of the firm’s parent company
  • Mauricio Abadia, MBAAnalyst
    • Experience

      • Current Responsibilities
        • Analyst responsibilities on the Utilities Research Team
        • Member of the Emerging Markets Investment Committee
        • Member of the Brandes Institute Advisory Board
      • Investment experience began in 2006
      • Joined Brandes Investment Partners in 2010
      • Prior Career Highlights
        • Senior Consultant with Deloitte
      • Education and Skills
        • MBA (with honors) from the Haas School of Business at the University of California, Berkeley
        • BS in systems engineering (with distinction) from the University of Virginia
        • Fluent in Spanish

Brandes Fixed Income Investment Committee

  • Timothy M. Doyle, CFAFixed Income Portfolio Manager
    • Experience
      • Current Responsibilities
        • Fixed Income Portfolio Manager and Analyst, involved in strategy development, portfolio management and trading
        • Member of the Fixed Income Investment Committee
      • Investment experience began in 1995
      • Joined Brandes Investment Partners in 2000
      • Prior Career Highlights
        • Assistant Vice President and Portfolio Manager with Scudder Kemper Investments (which later became Deutsche Asset Management)
          • S. Government/U.S. Agency Sector Team Leader
          • Investment Policy Committee member
    • Education and Skills
      • MBA in finance and economics from Loyola University
      • BS in finance from Marquette University
  • David J. Gilson, CFASenior Fixed Income Analyst
    • Experience
      • Current Responsibilities
        • Associate Portfolio Manager and Analyst for the Brandes Fixed Income Group, involved in corporate bond research, strategy development, portfolio management and trading
        • Member of the Fixed Income Investment Committee
      • Investment experience began in 1988
      • Joined Brandes Investment Partners in 2002
      • Prior Career Highlights
        • President of VALUE Restoration (consulting to corporations in turnaround situations)
        • CFO of James Page Brewing
        • Bond Analyst with Fleet Securities and BancAmerica Robertson Stephens, covering high-yield media and telecommunications credits
        • Associate Fund Manager and Senior Analyst with American Express Financial Advisors, responsible for high-yield funds and an equity hedge fund
      • Education and Skills
        • BBA from Baylor University
  • Charles S. Gramling, CFADirector, Fixed Income
    • Experience
      • Current Responsibilities
        • Fixed Income Director for the Brandes Fixed Income Group, leading the group in all areas, including strategy development, portfolio management and trading
        • Member of the Fixed Income Investment Committee
      • Investment experience began in 1993
      • Joined Brandes Investment Partners in 1999
      • Prior Career Highlights
        • Senior Vice President and Portfolio Manager with Scudder Kemper Investments (which later became Deutsche Asset Management),
        • Provided accounting and financial management services to the portfolio companies of the Polaris Group, a mezzanine finance company
        • Auditor with Arthur Young
      • Education and Skills
        • BS in accounting from Marquette University

Brandes Global Large Cap Investment Committee

  • Brent FredbergDirector, Investments Group
    • Experience
      • Current Responsibilities
        • Analyst and Team Leader responsibilities on the Technology Research Team
        • Member of the Global Large-Cap Investment Committee
      • Investment experience began in 1994
      • Joined Brandes Investment Partners in 1999
      • Prior Career Highlights
        • Financial Analyst and Controller with Raytheon/Amana Appliances
    • Education and Skills
      • MBA (with distinction) from Northwestern University’s Kellogg Graduate School of Management
      • BS in finance (with distinction) from the University of Iowa
      • Certified Public Accountant (inactive)
      • Certified Management Accountant (inactive)
    • Limited partner of the firm’s parent company
  • Ted Kim, CFADirector, Investments Group
    • Experience
      • Current Responsibilities
        • Analyst and Team Leader responsibilities on the Industrials Research Team
        • Member of the Global Large-Cap Investment Committee
      • Investment experience began in 2000
      • Joined Brandes Investment Partners in 2000
      • Prior Career Highlights
        • Product and Manufacturing Engineer with Ford Motor Company
      • Education and Skills
        • MBA from the Kellogg Graduate School of Management at Northwestern University
        • MS in system design and management from the Massachusetts Institute of Technology
        • BS in mechanical engineering from the Massachusetts Institute of Technology
      • Limited partner of the firm’s parent company
  • Kenneth Little, CFAManaging Director, Investments Group
    • Experience
      • Current Responsibilities
        • Managing Director, Investments Group, leading the firm’s overall research efforts and overseeing the product investment committees
        • Member of the All-Cap and Global Large-Cap Investment Committees
        • Analyst and Team Leader responsibilities on the Basic Materials and Utilities Research Teams
        • Member of the Senior Management Team, which is responsible for the firm’s day-to-day operations and long-term strategic direction
        • Member of the Corporate Governance Committee
      • Investment experience began in 1996
      • Joined Brandes Investment Partners in 1996
      • Prior Career Highlights
        • Senior Accountant with KPMG
      • Education and Skills
        • MBA from the Fuqua School of Business at Duke University
        • BS in accounting from the University of La Verne
        • Certified Public Accountant (inactive)
      • Limited partner of the firm’s parent company
  • Brian A. Matthews, CFADirector, Investments Group
    • Experience
      • Current Responsibilities
        • Analyst responsibilities on the Telecommunications Research Team
        • Member of the Global Large-Cap Investment Committee
      • Investment experience began in 2000
      • Joined Brandes Investment Partners in 2002
      • Prior Career Highlights
        • Member of the Small-Cap Investment Committee with Brandes Investment Partners
        • Investment Banking Analyst with Merrill Lynch
      • Education and Skills
        • BS with concentrations in finance and management (summa cum laude) from the Wharton School of the University of Pennsylvania
      • Limited partner of the firm’s parent company

Brandes International Large Cap Investment Committee

  • Jeffrey Germain, CFADirector, Investments Group
    • Experience
      • Current Responsibilities
        • Analyst responsibilities on the Basic Materials Research Team
        • Member of the International Large-Cap Investment Committee
      • Investment experience began in 2001
      • Joined Brandes Investment Partners in 2001
      • Prior Career Highlights
        • Financial Analyst with Harcourt
        • CFO of Golf Destinations
      • Education and Skills
        • BS in business administration with a concentration in finance from the University of North Carolina at Chapel Hill
      • Limited partner of the firm’s parent company
  • Amelia Maccoun Morris, CFADirector, Investments Group
    • Experience
      • Limited partner of the firm’s parent company
      • Current Responsibilities
        • Director, Investments Group, overseeing and directing equity research activities in the consumer sector, and covering the European retail and telecommunications services industries
        • Member of the International Large-Cap Investment Committee
      • Relevant experience began in 1986
      • Joined Brandes Investment Partners in 1998
      • Prior Career Highlights
        • Member of the Emerging Markets Investment Committee with Brandes Investment Partners
        • Member of the Investment Oversight Committee with Brandes Investment Partners
        • Member of the Brandes Institute Advisory Board
      • Education and Skills
        • MBA from the University of Chicago Booth School of Business
        • AB in economics (Phi Beta Kappa and cum laude) from the University of California, Davis
  • Shingo Omura, CFADirector, Investments Group
    • Experience
      • Current Responsibilities
        • Analyst and Team Leader responsibilities on the Health Care Research Team
        • Member of the International Large-Cap Investment Committee
        • Primary Product Coordinator for the Japan Equity strategy
        • Member of the Corporate Governance Committee
      • Investment experience began in 2001
      • Joined Brandes Investment Partners in 2005
      • Prior Career Highlights
        • Sell-Side Research Analyst (covering basic materials and utilities companies) in Japan
      • Education and Skills
        • MBA from the Haas School of Business at the University of California, Berkeley
        • BA in economics from Keio University in Tokyo, Japan
      • Limited partner of the firm’s parent company
  • Luiz G. SauerbronnDirector, Investments Group
    • Experience
      • Current Responsibilities
        • Analyst responsibilities on the Industrials Research Team
        • Member of the International Large-Cap and Small-Cap Investment Committees
        • Member of the Corporate Governance Committee
      • Investment experience began in 1995
      • Joined Brandes Investment Partners in 2001
      • Prior Career Highlights
        • Summer Associate with J.P. Morgan
        • Manager of Mergers and Acquisitions Advisory Team with Banco Brascan (part of Brookfield Asset Management) in Brazil
        • Trainee with Royal Dutch Shell
      • Education and Skills
        • MBA from the Haas School of Business at the University of California, Berkeley
        • BS in economics from the Federal University of Rio de Janeiro
      • Limited partner of the firm’s parent company
  • Brent V. Woods, CFAChief Executive Officer
    • Experience
      • Current Responsibilities
        • Chief Executive Officer, leading the firm’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
      • Prior Career Highlights
        • Managing Director, Investments Group with Brandes Investment Partners, responsible for the firm’s securities research efforts and oversight of the product investment committees
      • Investment experience began in 1995
      • Joined Brandes Investment Partners in 1995
    • Education and Skills
      • JD (cum laude) from Harvard Law School
      • Master’s in international studies from St. John’s College at Cambridge University, England
      • AB (Phi Beta Kappa) from Princeton University
    • Limited partner of the firm’s parent company

Brandes Small Cap Investment Committee

  • Ralph Birchmeier, CFADirector, Investments Group
    • Experience
      • Current Responsibilities
        • Analyst and Team Leader responsibilities on the Financial Institutions Team,
        • Member of both the Small-Cap and All-Cap Investment Committees
      • Investment experience began in 1994
      • Joined Brandes Investment Partners in 1999
      • Prior Career Highlights
        • Analyst on the Basic Materials Team with Brandes Investment Partners
        • Portfolio Analyst with First Quadrant L.P.
        • Certified Public Accountant with Arthur Andersen
      • Education and Skills
        • MBA with an emphasis in finance (with honors) from Columbia University
        • BS in accounting from Loyola Marymount University
      • Limited partner of the firm’s parent company
  • Yingbin Chen, CFADirector, Investments Group
    • Experience
      • Current Responsibilities
        • Analyst responsibilities on the Technology Research Team
        • Member of the Small-Cap Investment Committee
      • Investment experience began in 2001
      • Joined Brandes Investment Partners in 2001
      • Prior Career Highlights
        • Technology Officer with Citicorp
        • Technology Consultant with Hewlett Packard
    • Education and Skills
      • International MBA (with high honors) from the University of Chicago Booth School of Business
      • MS in electrical engineering from Johns Hopkins University
      • Fluent in Chinese
    • Limited partner of the firm’s parent company
  • Mark Costa, CFADirector, Investments Group
    • Experience
      • Current Responsibilities
        • Analyst responsibilities on the Industrials Research Team
        • Member of the Small-Cap Investment Committee
        • Product Coordinator for the Small-Cap Investment Committee
      • Investment experience began in 2000
      • Joined Brandes Investment Partners in 2000
    • Education and Skills
      • BS in finance with distinction from San Diego State University
    • Limited partner of the firm’s parent company
  • Luiz G. SauerbronnDirector, Investments Group
    • Experience
      • Current Responsibilities
        • Analyst responsibilities on the Industrials Research Team
        • Member of the International Large-Cap and Small-Cap Investment Committees
        • Member of the Corporate Governance Committee
      • Investment experience began in 1995
      • Joined Brandes Investment Partners in 2001
      • Prior Career Highlights
        • Summer Associate with J.P. Morgan
        • Manager of Mergers and Acquisitions Advisory Team with Banco Brascan (part of Brookfield Asset Management) in Brazil
        • Trainee with Royal Dutch Shell
      • Education and Skills
        • MBA from the Haas School of Business at the University of California, Berkeley
        • BS in economics from the Federal University of Rio de Janeiro
      • Limited partner of the firm’s parent company

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