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Brandes Investment Partners in retail collaboration with Lazard Asset Management

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Brandes Investment Partners is to offer Lazard Asset Management (LAM) mutual funds to retail investors in Canada.

Building on the success of the alliance with Sionna Investment Managers, this new collaboration expects to initially offer two LAM mandates focusing on global dividend opportunities and emerging market equity and debt opportunities.

LAM’s investment culture and style complements the offerings of both Brandes and Sionna. All three firms have a strong bias to fundamental bottom-up stock selection and are known for their proprietary research approach and capabilities.

"Brandes has been doing business in Canada for almost 40 years,” says Charles Brandes, chairman, Brandes. "In fact, my first client was a Canadian, so I’m delighted that we are taking this step to further expand our commitment to Canadian investors by partnering with another world class manager."

With more than 280 investment personnel worldwide, LAM’s diversified global investment platform manages in excess of USD146bn (as of 30 September 2012) and is noted for its emerging markets capabilities and success.

"We are pleased that the distribution model Brandes has created will provide Canadian investors the opportunity to access LAM’s products," says Charles Carroll, deputy chairman, Lazard Asset Management. "LAM has a history and a culture of providing high quality investment solutions for our clients worldwide. We look forward to leveraging our success in global and emerging markets to benefit Canadian investors."

There is no impact to each company’s individual operations and institutional business lines under the new retail arrangement.
 

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