Charles Brandes - Brandes Investment Partners, Lp Portfolio Q2'2025: Top Holdings & Recent Changes
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Charles Brandes, founder of Brandes Investment Partners, continues to demonstrate his value investing acumen. His Q2 2025 portfolio reflects a disciplined approach to identifying undervalued opportunities. Notably, Brandes has increased his stake in Open Text Corporation by 42.75%, highlighting his confidence in the company's growth prospects.
Portfolio Overview: Strategic Diversification
Portfolio Highlights (Q2 2025): - Market Value: $11.1B - Top 10 Holdings: 24.2% of the portfolio - Portfolio Size: 181 positions (down by 4) - Average Holding Period: 20 quarters - Turnover: 9.9%
Brandes' portfolio is characterized by a strategic diversification across various sectors, reflecting his commitment to value investing principles. The recent adjustments in his portfolio, such as the significant increase in Open Text Corporation, demonstrate his focus on companies with strong fundamentals and undervalued potential.
Holdings Overview: Key Positions
The portfolio is marked by a mix of established companies and emerging players. Notable positions include: - CAE Inc. (3.9% of the portfolio), with an increase of 4.44%. - Embraer S.A. 3.2%, where Brandes reduced his stake by 8.14%. - Grifols, S.A. 2.3%, with an addition of 8.91%. - Millicom International Cellular S.A. 2.2%, increased by 2.50%. - Open Text Corporation 2.2%, with a substantial increase of 42.75%. - CEMEX, S.A.B. de C.V. 2.0%, where Brandes added 7.71%.
What the Portfolio Reveals
Brandes' strategy emphasizes quality over growth, focusing on companies with strong financials and potential for long-term appreciation. His sector focus is diverse, with a notable presence in industrials and technology. The recent adjustments suggest a cautious approach to market conditions, with a focus on maintaining a balanced portfolio.
Portfolio Concentration Analysis
| Position | Value | % of Portfolio | Recent Change |
|---|---|---|---|
| CAE Inc. | $433.3M | 3.9% | Add 4.44% |
| Embraer S.A. | $357.1M | 3.2% | Reduce 8.14% |
| Grifols, S.A. | $253.4M | 2.3% | Add 8.91% |
| Millicom International Cellular S.A. | $248.2M | 2.2% | Add 2.50% |
| Open Text Corporation | $244.4M | 2.2% | Add 42.75% |
| CITIGROUP INC | $236.7M | 2.1% | Reduce 2.48% |
| BANK AMERICA CORP | $230.1M | 2.1% | Reduce 2.11% |
| CEMEX, S.A.B. de C.V. | $226.3M | 2.0% | Add 7.71% |
| WELLS FARGO CO NEW | $223.4M | 2.0% | Reduce 3.25% |
| THE CIGNA GROUP | $223.1M | 2.0% | Add 0.49% |
The concentration of Brandes' top holdings highlights his disciplined approach to value investing. The recent additions and reductions reflect a strategic rebalancing aimed at maximizing returns while minimizing risk.
Investment Lessons from Charles Brandes
Charles Brandes' portfolio offers several key investment lessons: - Concentration on Quality: Brandes focuses on companies with strong financials and growth potential, demonstrating the importance of quality over quantity. - Long-Term Perspective: His average holding period of 20 quarters underscores the value of patience in investing. - Active Portfolio Management: Regular adjustments to his portfolio show that active management can help optimize returns in changing market conditions.
Looking Ahead: What Comes Next?
As Brandes continues to navigate the market, his focus on undervalued companies with strong fundamentals is likely to remain a core strategy. With a diversified portfolio and a cautious approach to market conditions, Brandes is well-positioned to capitalize on emerging opportunities.
FAQ about Charles Brandes' Portfolio
Q: What is the significance of Brandes' recent portfolio adjustments?
A: The adjustments reflect his ongoing commitment to value investing, focusing on companies with strong potential for long-term growth.
Q: How does Brandes' portfolio concentration impact his investment strategy?
A: The concentration on top holdings allows Brandes to maximize returns while managing risk, demonstrating a disciplined approach to portfolio management.
Q: How can investors track Brandes' portfolio changes?
A: Investors can track Brandes' portfolio changes through 13F filings and platforms like ValueSense, which provide insights into his investment strategies.
Q: What sectors does Brandes focus on?
A: Brandes maintains a diversified portfolio with a notable presence in industrials and technology, reflecting his sector-agnostic approach to value investing.
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