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Brandes Investment Partners Point of View

January 19, 2011
guruek

guruek

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Senior investment professionals at Brandes Investment Partners respond to current questions from clients and candidly discuss our process, holdings, and performance of Brandes portfolios. Below is a list of the topics discussed:


· What are the portfolios’ greatest strengths and where are we finding value? (4:35)

· With interest rates at historic lows, what types of companies might be best positioned to outperform over the next five years?(2:42)

· What do higher correlations among asset classes and individual stocks mean for investors? (2:59)

· What investment strategies should investors consider during a sideways market? (2:41)

· Are we in a bond bubble? What are some current misconceptions about fixed income investing? (2:41)

· What does a weakening dollar mean to companies we invest in, both in the United States and abroad? (3:36)

· Does the recent increase in dividend yields send a positive signal to investors about balance sheets and valuations? (3:39)

· What is our view on companies in the Financials sector? (2:18)

· How does Brandes’ approach to investing in emerging markets differ from our competitors? (4:24)

· Given the dramatic run in emerging markets, do we still see potential moving forward? (4:38)


Watch the video by following this link. It is the first one presentation in the bunch.

GuruFocus tracks Brandes Investment Partners’ stock portfolio under Charles Brandes.


Rating: 1.7/5 (3 votes)

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