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A Track Record of Success

Stable, consistent leadership with time-tested investment philosophy and process since 1990

Independent

Employee-owned partnership structure ensures alignment of interests with clients. Equity ownership plan is designed to attract, retain and motivate highly skilled people.

Active, Defensive, Value

All strategies utilize an income-oriented value discipline: Time-tested investment philosophies, disciplined process, adapted to evolving market dynamics, emphasize capital preservation in difficult markets.

Broadly Diversified

A stable and diverse global client base consisting of corporations, public and private pension plans, endowments, foundations and individual investors utilizing an array of strategies to meet their investment goals.

ESG Integration

ESG analysis integrated into our investment process and is essential in understanding risk-adjusted returns for both dedicated ESG and standard strategies.

MONDRIAN

About Us

Mondrian is an employee owned investment management firm with offices in London and Philadelphia. We are value investors across the globe in both equity and fixed income asset classes. Founded in 1990, we have employed a rigorous fundamental research process that is the foundation of our success. Mondrian’s well resourced investment team manages assets on behalf of over 250 institutional clients.

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Investment Capabilities

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

Equity

An approach that seeks to provide a rate of return meaningfully greater than the client’s domestic rate of inflation
Client portfolios that aim to preserve capital during protracted global market decline
Portfolio performance that has been less volatile than the relevant benchmark and most peers in the universe

Fixed Income

We have a disciplined investment philosophy that has been in place since we were founded in 1990
Stable, well-resourced team with expert knowledge of the asset class
Our inflation forecasting use proprietary quantitative models that drive process and provide structure - the ‘relative’ inflation forecasts produced are key for our process

Stable, consistent leadership with time-tested investment process since 1990

OUR TEAM

Deep, Diverse and Experienced Team

The investment team is comprised of approximately 60 investment professionals who average over 10 years working at Mondrian. We firmly believe that it is best to locate our investment team in a single location in London to encourage dialogue and consistency to our disciplined valuation approach. Additionally, we have dedicated client service and business development teams located in Philadelphia and London.

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News and Insights

Fixed Income Investment Outlook – Q2 2022

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July 14, 2022

Reading Time: 2 minutes Against the US dollar, the Japanese yen is at a 24-year low. Over the same period, the domestic purchasing power of the dollar has almost halved, whilst that of the yen has barely moved.

International Equity Investment Outlook – Q2 2022

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