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Brandes Investment Partners Point of View

January 19, 2011

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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