Equity Trustees partners with Brandes Investment Partners as Responsible Entity for launch of Brandes Global Value Fund in Australia
Equity Trustees has been appointed Responsible Entity for the new Brandes Global Value Fund in Australia, marking the beginning of an exciting new partnership with US-based global investment manager Brandes Investment Partners.
The fund provides Australian institutional and wholesale investors with access to a diversified portfolio of global equities, applying the firm’s Global Value Equity strategy, underpinned by more than 50 years of value investing expertise. The fund targets long-term capital growth by investing in attractively valued companies across regions and sectors, using a disciplined, bottom-up approach consistent with Brandes’ value-driven investment philosophy.
Andrew Godfrey, Executive General Manager of Corporate and Superannuation Trustee Services at Equity Trustees, said: “We are delighted to be partnering with Brandes Investment Partners as they expand their presence in the Australian market. Brandes is a highly respected global investment manager with a long and disciplined track record in value investing. We look forward to working together to deliver strong outcomes for investors.”
Oliver Murray, CEO of Brandes Investment Partners, said: “Brandes is proud to partner with Equity Trustees to bring our global investment capabilities to a broader Australian audience. The launch of this fund is a significant milestone in our commitment to the region’s growing wealth market. As investors navigate an increasingly complex global landscape, we see rising demand for high-conviction, value-driven strategies with a strong performance track record, and we believe this fund is well-placed to deliver on those expectations.”
Brandes is a boutique investment advisory firm, managing global equity and fixed-income assets for clients worldwide. Founded in 1974 and headquartered in San Diego, Brandes is one of the pioneers of global value investing and has been serving institutional clients in Australia for 25 years. The firm is expanding its reach across the APAC region with tailored offerings for the growing wealth management segment.
Andrew Godfrey>concluded: “As Responsible Entity, our role is to ensure the fund operates with the highest standards of governance and compliance and we’re proud to support Brandes in bringing a high-quality global investment strategy to Australian investors."
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Equity Trustees is the brand name of EQT Holdings Limited (ABN 22 607 797 615) and its subsidiary companies, publicly listed company on the Australian Securities Exchange (ASX: EQT) with offices in Melbourne, Sydney, Brisbane, Adelaide, and Perth.
Equity Trustees was established in 1888 for the purpose of providing independent and impartial Trustee and Executor services to help families throughout Australia protect their wealth. As Australia’s leading specialist trustee company, we offer a diverse range of services to individuals, families and corporate clients including asset management, estate planning, philanthropic services as well as Responsible Entity (RE) and Custodian services for external Fund Managers.