Charles Brandes

Charles Brandes

Brandes Investment
Last update 2021-05-14 160 Stocks (21 new)
Value $4.23 Bil Turnover 7 %
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Charles Brandes Profile

Charles Brandes is the chairman of Brandes Investment Partners. He started the firm in 1974. He manages multiple portfolios including US equity and Global Equity. Charles Brandes is listed as #488 in the Forbes List of World's Richest People with a net worth of $2 billion. He is author of the book Value Investing Today

Charles Brandes Investing Philosophy

Charles Brandes is a Benjamin Graham disciple. Brandes consistently applies value investing to all portfolios managed by the Partnership. He seeks to purchase out-of-favor securities that are trading at discounts to their intrinsic values, and then hold them until the market recognizes their true worth.
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Performance of U. S. Value Equity

Year Return % S&P500 % Excess Gain %
2020 7.78 16.16 -8.4
2019 22.77 28.79 -6
2018 -6.48 -6.35 -0.1
3-Year Cumulative (2018-2020) 23.75 (7.36/Year) 40.10 (11.90/Year) -16.35 (-4.54/Year)
2017 14.92 19.38 -4.5
2016 18.63 9.64 9
5-Year Cumulative (2016-2020) 68.70 (11.03/Year) 83.38 (12.89/Year) -14.66 (-1.86/Year)
2015 -4.36 -0.81 -3.6
2014 13.45 11.29 2.2
2013 37.6 29.69 7.9
2012 18.54 13.47 5.1
2011 -1.04 -0.2 -0.8
10-Year Cumulative (2011-2020) 195.47 (11.44/Year) 197.30 (11.51/Year) -1.83 (-0.07/Year)
2010 15.95 12.84 3.1
2009 35 23.49 11.5
2008 -55.44 -38.28 -17.2
2007 -15.26 3.24 -18.5
2006 26.67 13.74 12.9
15-Year Cumulative (2006-2020) 121.22 (5.44/Year) 200.24 (7.60/Year) -79.02 (-2.14/Year)
2005 -4.59 3.01 -7.6
2004 13.61 8.62 5
2003 42.78 26.12 16.7
2002 -22.08 -22.81 0.7
2001 16.06 -12.87 28.9
20-Year Cumulative (2001-2020) 209.62 (5.81/Year) 184.95 (5.38/Year) 24.67 (0.43/Year)
2000 34.04 -10.68 44.7
1999 -12.45 19.11 -31.6
1998 1.69 27.05 -25.4
1997 32.99 31.45 1.5
1996 29.47 20.1 9.4
25-Year Cumulative (1996-2020) 536.20 (7.68/Year) 508.06 (7.49/Year) 28.14 (0.19/Year)
1995 20.98 34.94 -14
1994 -3.54 -2.21 -1.3
1993 24 6.03 18

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