Brandes International Small Cap Equity Fund Class I (BISMX)

Overview

The fund is a global investment vehicle focusing on both U.S. and foreign equity markets. It aims at identifying and capitalizing on investment opportunities primarily in companies with large market capitalizations, defined as those exceeding $5 billion. The fund's classification of a "foreign" company encompasses a variety of factors including the location of its headquarters, its primary place of business, the main stock exchange where its shares are listed, and the geographic origin of its revenues. This broad approach allows the fund to diversify its portfolio across different regions and industries, potentially increasing the opportunity for returns while managing risk.

Products and Services

• Equity Securities Investments

  This product focuses on investing in equity securities (stocks) of both U.S. and international companies that meet the fund's criteria. By targeting firms with a market capitalization greater than $5 billion, the fund positions itself in a segment of the market that is often associated with established, financially stable companies. This strategy aims to provide investors with long-term growth potential through capital appreciation.

• Diversified Global Portfolio

  Understanding that diversity can lead to reduced risk, the fund incorporates a wide range of companies based on domicile, principal place of business, stock exchange listing, and revenue sources. This diversified approach is designed to capture growth in various economies and sectors, offering exposure to both domestic and international markets. It helps balance the portfolio's performance through various market conditions.