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Brandes Us Small Cap Equity (0P0000A3Z5)

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Brandes US Small Cap Equity historical data, for real-time data please try another search
12.345 -0.120    -0.94%
23/08 - Closed. Currency in USD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 12.36M
Brandes US Small Cap Equity 12.345 -0.120 -0.94%

0P0000A3Z5 Overview

 
On this page you'll find an in-depth profile of Brandes Us Small Cap Equity. Learn about the key management, total assets, investment strategy and contact information of 0P0000A3Z5 among other information.
Category

US Small/Mid Cap Equity

Total Assets

12.36M

Expenses

Inception Date

Jul 02, 2002

Contact Information

Address 33 Yonge Street, Suite 300
Toronto,Ontario M5E 1G4
Canada
Phone 1-888-861-9998

Top Executives

Name Title Since Until
Mark Costa Senior Analyst 2010 Now
Biography Mark Costa,Director, Investments Group. Mark Costa is a Senior Analyst on the Industrials Team, covering aerospace & defense, industrial conglomerates, and industrial machinery/engineering. He is also a member of the Small Cap Investment Committee and a Product Coordinator for the Small Cap Investment Committee. Mr. Costa joined Brandesin 2000 and is a limited partner of the firm’s parent company. He graduated with a BS in finance with distinction from San Diego State University.
Yingbin Chen Director 2005 Now
Biography Yingbin Chen, CFA, 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 Investment and All Cap Investment Committees. Before Brandes, She worked for a major U.S. money center bank as a Technology Officer and a major U.S. technology company as a Technology Consultant. She earned her IMBA 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 Brandesin 2001.
Luiz G. Sauerbronn Director 2004 Now
Biography Luiz G. Sauerbronn,Director, Investments Group. 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 Corporate Governance 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 the Haas. 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 Senior Analyst/ Portfolio Manager 2009 2013
Biography Brian A. Matthews,CFA,Director,Investments Group. Brian Matthews is a Senior Analyst on the Telecommunications Research Team, a member of the Global Large-Cap Investment Committee, and a limited partner of the firm’s parent company, 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 School of the University of 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 Brent Fredberg,Director, Investments Group. Brent Fredberg, a limited partner of the firm’s parent company, is a Sr. Analyst and leader of the Technology Research Team. He is also on the Consumer Products Research Team, with a primary focus on household durables companies and a member of the Global Large-Cap Investment Committee. Prior to Brandes, he worked for Raytheon/Amana Appliances as a Financial Analyst and Controller. Earned his MBA from Kellogg and his BS in finance from the University of Iowa. Mr. Fredberg is a CMA (inactive). His experience began in 1994, and joined Brandesin 1999.
Robert J. Gallagher Director 2002 2005
Biography Bob Gallagher is the Director of National Accounts at Brandes Investment Partners, L.P. He is also a Senior Portfolio Manager and a voting member of the Small Cap Committee. Before joining Brandes, Mr. Gallagher was an Officer of the international corporate and project finance department at Union Bank and the Bank of Tokyo Group. He has an extensive background in international project finance, corporate finance and financial analysis. He earned his BS in economics and his MBA in finance, both from the University of California, Irvine.
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