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Brandes Global Small Cap Equity Cl F (0P000075OK)
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22/11 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 587.93M
Brandes Global Small Cap Equity Cl F
52.229
+0.140
+0.27%
- Overview
- Profile
- Historical Data
- Holdings
0P000075OK Overview
On this page you'll find an in-depth profile of Brandes Global Small Cap Equity Cl F. Learn about the key management, total assets, investment strategy and contact information of 0P000075OK among other information.
Investment Strategy
The fundamental investment objective of the Fund is to achieve long-term capital appreciation by investing primarily in equity securities of Canadian and non-Canadian issuers with small equity market capitalizations at the time of purchase. The Fund is not subject to any specific geographic diversification requirements. Countries in which the Fund may invest include, but are not limited to, Canada, the United States and nations of Western Europe, North and South America, Africa, Australia and Asia.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Bryan Barrett | Senior Analyst | 2021 | Now |
| Biography | Bryan Barrett is a Senior Analyst on the Industrials and Financial Institutions Research Teams covering global capital goods and commercial services companies, global banks, insurance, holding companies and capital markets firms. Mr. Barrett is a member of the Small-Cap Investment Committee and ESG Oversight Committee. He is also an Advisory Board Member of The Brandes Center at the Rady School of Management, UC San Diego. He earned a BA in economics and a BA in philosophy (with honors) from USC. His relevant experience began in 2008 when he joined Brandes. | ||
| Mark Costa | Senior Analyst | 2010 | Now |
| Biography | Mark Costa, a limited partner of the firm’s parent company, is a Senior Analyst on the Industrials Team covering aerospace & defense, industrial conglomerates, and industrial machinery/engineering. He is a member of the Small-Cap Investment Committee, where he also serves as a Product Coordinator. He graduated with a BS in finance with distinction from San Diego State University. His relevant experience began in 2000 when he joined Brandes. | ||
| Yingbin Chen | Director | 2005 | Now |
| Biography | Director, Investments Group Yingbin Chen, a limited partner of the firm’s parent company, is a Senior Analyst on the Technology Research Team and a member of the Small-Cap and the All-Cap Investment Committees. Before Brandes, she was a Technology Officer with a major U.S. money center bank and a Technology Consultant with a major U.S. technology company. She earned her International MBA with high honors at University of Chicago Booth School of Business and MS in electrical engineering from Johns Hopkins University. Her experience began in 2001, and joined Brandes in 2001. | ||
| Luiz G. Sauerbronn | Director | 2004 | Now |
| Biography | Luiz Sauerbronn is a Senior Analyst on the Industrials Research Team and a member of the International Large-Cap and Small-Cap Investment Committees. He is also a member of the ESG Oversight Committee as well as a limited partner of the firm’s parent company. Prior to Brandes, he worked at J.P. Morgan, Banco Brascan (part of Brookfield) in Brazil, and Royal Dutch Shell. Earned his BS in economics from the Federal University of Rio de Janeiro and his MBA from Haas (UC Berkeley). His relevant experience began in 1995, and he joined Brandes in 2001. | ||
| Ralph Birchmeier | Analyst | 2002 | 2018 |
| Biography | Ralph is a limited partner of Brandes' parent company, and the director of the Investments Group on the Financial Institutions Research Team in Brandes. He also leads Brandes' research efforts in the financial institutions sector and a voting member of the small-cap and all-cap investment conmmittees. Prior to joining Brandes, Ralph worked as a portfolio analyst at an investment counseling firm(First Quadrant LP). He also worked as a CPA at a major accounting firm in the commercial audit division(Arthur Andersen). | ||
| Brian A. Matthews | Director Investments/Senior Analyst/Analyst/Research Associate | 2009 | 2013 |
| Biography | Director, Investments Group Brian Matthews, a limited partner of the firm’s parent company, is a Senior Analyst on the Telecommunications Research Team and a member of the Global Large-Cap Investment Committee. He was previously a member of the Small-Cap Investment Committee. Prior to joining Brandes, he worked as an Investment Banking Analyst with Merrill Lynch. Mr. Matthews earned his BS with concentrations in finance and management (summa cum laude) from the Wharton (Pennsylvania). His relevant experience began in 2000, and he joined Brandes in 2002. | ||
| Jeffrey Meyer | Portfolio Manager | 2002 | 2012 |
| Biography | Jeffrey R. Meyer is a Director for Institutional Portfolio Management, Institutional Portfolio Manager, and Member of the Small Cap Investment Committee at Brandes Investment Partners, L.P. Mr. Meyer is a Limited Partner of the parent company and a Board Member at The Brandes Institute. He is responsible for overseeing and directing portfolio management activities for the firm’s institutional relationships. Prior to joining Brandes, Mr. Meyer served as Vice President of Portfolio Management and Research at an investment counseling firm where he specialized in small-cap equity investments. Before that, he managed a pension plan and also was a Portfolio Manager for a short-term fixed income portfolio. He has 20 years of investment experience. Meyer earned his B.S. in Engineering from Iowa State University, his M.B.A. in Finance from San Diego State University, and also holds C.F.A. designation. He is also a member of the Financial Analysts Society of San Diego. | ||
| Seth Merrill | - | 2006 | 2009 |
| William Pickering | Partner, Member | 2002 | 2007 |
| Biography | Bill, a partner of the firm, is a member of the Investment Oversight Committee and a voting member of three of the firm’s investment committees (Large Cap, Small Cap, and Emerging Markets). Bill also serves as a product coordinator for the firm’s International Equity and Japan Equity portfolios. In addition, Bill serves as a team leader, coordinating the firm’s research activities in the consumer products sector. Before joining Brandes, Bill worked as a registered representative at various financial service companies. Bill earned his BA and MBA degrees in finance from San Diego State University. He is a member of the Financial Analysts Society of San Diego. He has 21 years of investment experience. | ||
| Brent Fredberg | Director | 2002 | 2005 |
| Biography | Director, Investments Group Brent Fredberg, a limited partner of the firm’s parent company, is a Senior Analyst and leader of the Technology Research Team and is also on the Consumer Products Research Team, with a primary focus on household durables companies. He is a member of the Global Large-Cap Investment Committee and the Investment Oversight Committee. Prior to Brandes, he worked for Raytheon/Amana Appliances as a Financial Analyst and Controller. Earned his MBA from Kellogg (Northwestern) and his BS in finance from the University of Iowa. | ||
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