Brandes U.S. Equity Fund Series F (CAD)

  • Distribution Frequency: Annually
  • Number of Holdings: 52
  • Total Net Assets: C$91 M

REASONS TO OWN

The Brandes U.S. Equity Fund invests in 35–85 U.S. companies of all sizes that Brandes believes are trading at a price below fair value and that have appreciation potential.

Features

  • Looks different than the benchmark
  • All-cap flexibility unconstrained by indices
  • Low portfolio valuations (e.g., P/E, P/B)
  • Distributions paid annually

Benefits

  • Consistent value approach ensures
    no style drift
  • Potential for long-term outperformance
  • Can avoid expensive sectors and industries
  • Can provide diversification to other investments
  • Investors can choose currency exposure

PORTFOLIO ADVISOR

  • Brandes Investment Partners, L.P.

    Brandes Global Large Cap Investment Committee

Fundserv : BIP

Fund Number
SeriesSales
Option
C$US$
A SC 141 143
A DSC 241 243
A LL 215 216
AH SC 348 -
AH DSC 342 -
AH LL 343 -
F - 541 543
FH - 344 -