• Mondrian Expands Mutual Fund Family


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  • The Mondrian Funds

    employ a rigorous, research-driven, fundamental process.

  • Defensive value approach

    The Funds seek to minimize volatility and capture the long-term performance of non-US equity and fixed income markets.

  • Long-term track record

    The Funds have utilized the same philosophy, team, and process for over 10 years.

Mondrian Investment Partners - Mutual Fund Family

Mondrian Investment Partners Limited is a London based firm with approximately $55 billion in assets under management as of September 30, 2018.  We are an employee-owned business with over 80 partners.  Our client base is mainly institutional and global in nature.

Mondrian is an active defensive manager. All of our Funds utilize income-oriented value disciplines that have been successfully applied since our founding in 1990.

Mondrian International Equity Fund

Our international equity strategy dates back to 1990 and has utilized the same philosophy and process described below.  In total, we manage over $17 billion in international equity assets.

Fund Objective:

The Mondrian International Equity Fund seeks long-term total return.

Fund Strategy:

Mondrian is an active, value-oriented defensive manager. We invest in international securities where rigorous dividend discount analysis identifies value in terms of long-term flow of income. Dividend yield and future real growth play a central role in our decision making process and over time, the dividend component is expected to be a meaningful portion of the Fund’s expected total return.

The decision making process for the Mondrian International Equity Fund combines bottom-up and top-down analysis and stock selection is core to the Fund’s investment process. Key to the research process is fundamental company analysis and a comprehensive program of visiting current and prospective companies. The Fund’s investment approach seeks to generate three specific benefits:

  • Provide a rate of return meaningfully greater than the US shareholder’s domestic rate of inflation.
  • Preserve capital during protracted international market declines.
  • Provide Fund performance that is less volatile than the MSCI EAFE Index (developed markets outside of North America) and other international mutual funds.
Learn More About International Equity Fund
Mondrian Emerging Markets Equity Fund

Our focused emerging markets equity strategy dates back to 2005 and has utilized the same philosophy and process described below.  In total, we manage approximately $10 billion in emerging markets assets.

Fund Objective

The Mondrian Emerging Markets Equity Fund seeks long-term total return.

Fund Strategy

Mondrian is an active, value-oriented defensive manager. We invest in securities of emerging markets companies where rigorous dividend discount analysis identifies value in terms of long-term flow of income. Dividend yield and future real growth play a central role in our decision making process and over time, the dividend component is expected to be a meaningful portion of the Fund’s expected total return.

The decision making process for the Mondrian Emerging Markets Equity Fund combines bottom-up and top-down analysis and stock selection is core to the Fund’s investment process. Key to the research process is fundamental company analysis and a comprehensive program of visiting current and prospective companies. The Fund’s investment approach seeks to generate three specific benefits:

  • Provide a rate of return meaningfully greater than the US shareholder’s domestic rate of inflation.
  • Preserve capital during protracted international market declines.
  • Provide Fund performance that is less volatile than the MSCI EM Index (emerging markets) and other emerging markets mutual funds.
Learn More About Emerging Markets Equity Fund
Mondrian International Government Fixed Income Fund

Our international fixed income strategy dates back to 1991 and has utilized the same philosophy and process described below.  In total, we manage over $3 billion across our fixed income strategies.

Fund Objective

The Mondrian International Government Fixed Income Fund seeks long-term total return.

Fund Strategy

Mondrian is an active, value-oriented defensive manager.  We invest in international markets that offer high income in real (inflation-adjusted) terms, measured by a market’s Prospective Real Yield (PRY).  We define PRY as the 10 year government bond yield minus Mondrian’s inflation forecast.

High PRY countries offer the highest long-term returns in an investor’s base currency when currencies track inflation differentials.

The investment style has four characteristics:

  • The preservation of capital during protracted international market declines
  • The production of consistently strong long-term returns
  • Diversification benefits in conjunction with other global fixed income managers
  • Accuracy in forecasting inflation leading to better performance
Learn More About International Government Fixed Income Fund

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