Charles Brandes

Charles Brandes

Brandes Investment
Last update 2020-07-01 149 Stocks (15 new)
Value $2.86 Bil Turnover 14 %
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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 %
2019 22.91 30.58 -7.7
2018 -6.48 -4.57 -1.9
2017 14.92 21.7 -6.8
3-Year Cumulative (2017-2019) 32.10 (9.72/Year) 51.65 (14.89/Year) -19.53 (-5.17/Year)
2016 18.63 12 6.6
2015 -4.36 1.24 -5.6
5-Year Cumulative (2015-2019) 49.87 (8.43/Year) 71.96 (11.45/Year) -22.07 (-3.00/Year)
2014 13.45 13.46 0
2013 37.6 32.31 5.3
2012 18.54 15.99 2.6
2011 -1.04 1.9 -2.9
2010 15.95 15.05 0.9
10-Year Cumulative (2010-2019) 218.23 (12.27/Year) 251.03 (13.38/Year) -32.80 (-1.11/Year)
2009 35 26.35 8.6
2008 -55.44 -36.79 -18.6
2007 -15.26 5.15 -20.4
2006 26.67 15.84 10.8
2005 -4.59 4.83 -9.4
15-Year Cumulative (2005-2019) 96.05 (4.59/Year) 257.98 (8.87/Year) -161.93 (-4.26/Year)
2004 13.61 10.7 2.9
2003 42.78 28.18 14.6
2002 -22.08 -21.58 -0.5
2001 16.06 -11.76 27.8
2000 34.04 -9.75 43.8
20-Year Cumulative (2000-2019) 285.50 (6.98/Year) 217.22 (5.94/Year) 68.28 (1.04/Year)
1999 -12.45 20.38 -32.8
1998 1.69 28.69 -27
1997 32.99 33.49 -0.5
1996 29.47 22.5 7
1995 20.98 38.06 -17.1
25-Year Cumulative (1995-2019) 614.93 (8.19/Year) 1009.46 (10.10/Year) -394.53 (-1.91/Year)
1994 -3.54 0.38 -3.9
1993 24 10.08 13.9

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