Brandes
Brandes IP International Small Cap Equity Fund
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Brandes for every strategy.
What it bought and sold
- New positionSamsonite GroupJun 2026
New additions to the Fund’s portfolio included Japanese hematology business Sysmex and Luxembourg-based luggage manufacturer Samsonite Group.
- ExitedKennametalJun 2026
Meanwhile, the small cap investment committee exited positions in U.K.-based construction and engineering company Balfour Beatty and uranium company Yellow Cake, as well as machinery business Kennametal.
Meanwhile, the small cap investment committee exited positions in U.K.-based construction and engineering company Balfour Beatty and uranium company Yellow Cake, as well as machinery business Kennametal.
New additions to the Fund’s portfolio included Japanese hematology business Sysmex and Luxembourg-based luggage manufacturer Samsonite Group.
- ExitedBalfour BeattyJun 2026
Meanwhile, the small cap investment committee exited positions in U.K.-based construction and engineering company Balfour Beatty and uranium company Yellow Cake, as well as machinery business Kennametal.