Brandes – Finding Value in the U.S.
BridgeBytes
Brian Matthews looks under the hood of the U.S. market and outlines where Brandes believes value opportunities currently lie. Brian also discusses his views on the large valuation gap between the value side of the market and the growth side of the market. (Published: March 2025)
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Brandes – The Brandes Approach to Value
BridgeBytes
Brian Matthews gives a high-level overview of the Brandes approach to value, which can be broken down into three buckets that seek to ensure exposure across the value spectrum. (Published: March 2025)
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Brandes – Tariff Talk
BridgeBytes
Brian Matthews provides an update on how U.S. tariffs may impact the Brandes Global Equity Fund, including insights around the roles that geographic exposure, overweights/underweights and pricing power might play. (Published: March 2025)
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Lazard – Why Think About Defensive Dividends Today?
BridgeBytes
Peter Kashanek discusses why it might be a good time to think about defensive dividends given the current market environment. Peter also touches on equity valuations and the Magnificent 7 (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla). (Published: December 2024)
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Lazard – Portfolio Update
BridgeBytes
Peter Kashanek provides an update on the Lazard Defensive Global Dividend Fund including sector, region and market cap exposures. (Published: December 2024)
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Lazard – Investment Process
BridgeBytes
Peter Kashanek discusses how the Lazard Defensive Global Dividend Fund is constructed, including the four key attributes that Lazard uses in their investment process. (Published: December 2024)
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GQG – Forward-Looking Quality
BridgeBytes
Brian Kersmanc discusses GQG’s investment philosophy of forward-looking quality and highlights how their approach allows GQG to consistently adapt their portfolios to different areas of the market using examples like PetroChina, Novartis and Microsoft. Brian notes that, at the end of the day, they are style agnostic investors and just want great compounding businesses. (Published: November 2024)
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GQG – Downside Protection
BridgeBytes
Brian Kernsmanc discusses GQG's approach when seeking to generate consistent downside protection, noting two main factors: 1) GQG believes that if they are getting the names right from a quality perspective then the names should hold up; and 2) GQG also believes in an asymmetrical reaction to risk versus opportunity, and not being afraid to cut back early when necessary. (Published: November 2024)
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GQG – Adaptability in the Tech Sector
BridgeBytes
Brian Kersmanc discusses GQG’s adaptability, specifically regarding the tech sector and the portfolio’s positioning within tech over the last 3-4 years. (Published: November 2024)
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Nuveen – The Importance of Impact Reporting
BridgeBytes
Steve Liberatore explains what Nuveen's impact report is and why he believes it matters to investors. Steve explains that impact reporting allows Nuveen to communicate with investors to let them know how their capital is being deployed and the outcomes being derived from the investments being made on their behalf.
info_outlineSteve Liberatore outlines what green bonds are and his view of their significance as a growing asset class. Steve also provides some specific stats around their presence and growth in the global fixed-income market.