Host Sunny Singh sits down with Matthew Brundage, a Senior Vice President at Brandes Investment Partners, to discuss Rosedale Family Office’s recent allocation to the Brandes International Equity Fund and Global Small Cap Equity Fund. The conversation goes beyond performance numbers to detail the rigorous due diligence that led to partnering with a firm that has maintained a disciplined value philosophy since 1974.

In this podcast interview, you will learn:

• The Discipline of Value: How Brandes’ strict value philosophy prevents chasing fads and ensures a disciplined approach to investing, even after a significant market run-up.
• The Case for International: The core thesis for allocating client capital outside of the US to capture potential opportunities in global markets.
• Navigating Risk: How the team manages risk within a concentrated portfolio of non-U.S. companies and why active management is crucial in the less efficient global small-cap space.
• Alignment of Interest: An exploration of the manager’s culture where leadership co-invests their personal capital alongside clients, a critical factor in the selection process.

Listen now and discover why Brandes is considered a long-term fit for your portfolios.