Value Oriented, Defensive Investment Approach
All of our investment products utilize income-oriented value disciplines that have been successfully applied since our founding in 1990.
Global Investment Perspective
We research markets globally from developed to emerging markets which allows us to build portfolios incorporating views not just specific to one market or asset class.
Highly Experienced Team of Over 50 Investment Professionals
Our investment team is comprised of approximately 55 investment professionals with an average firm tenure exceeding 10 years.
Almost 30 Years of Stable Leadership
Many of the leaders of the organization have worked together for decades.
Employee Owned, Stable Organization
Our employee owned partnership structure ensures alignment of interests with clients and reinforces our long-term approach to investing.
Worldwide and Diverse Client Base
We have clients across the world invested in various equity and fixed income strategies and vehicles.
Our Firm At a Glance
David Wakefield, CIO and Matt Day, Senior Portfolio Manager, of the Global Fixed Income & Currency Team discuss the following:
- Introduction of our fixed income philosophy and process
- How we incorporate currency into our investment process
- What has driven our long-term success in Emerging Market Debt
MASTERCLASS – Global Investing
Clive Gillmore, Group CIO and CEO recently joined a panel of experts to discuss geographical opportunities, long term ESG potential, and the impact of trade wars on global markets.
Mondrian Mutual Fund Lineup as of 02/24/20's close
| Ticker | NAV | Inception Date | |
|---|---|---|---|
| International Value Equity Fund | MPIEX | 13.64 | 2/4/1992 |
| Emerging Markets Value Equity Fund | MPEMX | 7.32 | 11/2/2007 |
| International Government Fixed Income Fund | MPIFX | 9.61 | 11/2/2007 |
| U.S. Small Cap Equity Fund | MPUSX | 11.48 | 12/17/2018 |