Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
The Brandes International Equity Fund gained 10.42% in Q2, underperforming the broader EAFE index but beating its value counterpart. The fund completely exited Rolls-Royce, Danone, and KT&G after realizing intrinsic value targets, redeploying cash into Capgemini and Pernod Ricard.
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The Brandes International Equity Fund gained 10.42% in Q2, underperforming the broader EAFE index but beating its value counterpart. The fund completely exited Rolls-Royce, Danone, and KT&G after realizing intrinsic value targets, redeploying cash into Capgemini and Pernod Ricard.
