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Brandes Core Plus Fixed Income Fund's investment thesis on Engie ($ENGI.PA) — Q1 2026 | Buyside Digest

$ENGI.PANASDAQEngie

BULL

Brandes Core Plus Fixed Income Fund—ENGI.PA

Fund Letter

Q1 2026

Published March 31, 2026

$26.56USD

+10.6% vs last month

$28.97Pitched

-8.3% since pitch

Market Cap$67.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

We exited the Fund's position in France-based utility Engie during the quarter after the share price approached our estimate of intrinsic value.

— Timothy M. Doyle, CFA

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