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Morningstar

Charles Brandes slams indexingCharles Brandes and Morningstar’s Rudy Luukko discuss active versus passive investing. Herd mentality hurts economy, veteran value manager says.

Morningstar

Our favourite non-core fundsBrandes Investment Partners’ emerging markets committee applies the same deep-value philosophy used across all Brandes equity funds. The strategy focuses on buying stocks at large discounts to estimated intrinsic value to provide a margin of safety, which has helped provide downside protection compared to other emerging market funds.

Morningstar

Our favourite core fundsYou typically don’t see many true-blue value investors focused on Canadian stocks, but manager Kim Shannon is an exception to the rule. Her focus on stocks with defensive traits has led to below-average losses in down markets.

Morningstar

Looking for value in sideways marketsKim Shannon, head of Sionna Investment Managers, recently published a book on her investment process and discipline. Here the former Morningstar Manager of the Year discusses the challenge of finding value in “sideways” markets:.