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Our Firm At a Glance

Mondrian Mutual Fund Lineup as of 09/24/20's close

Ticker NAV Inception Date
International Value Equity Fund MPIEX 11.66 2/4/1992
Emerging Markets Value Equity Fund MPEMX 7.31 11/2/2007
International Government Fixed Income Fund MPIFX 10.24 11/2/2007
U.S. Small Cap Equity Fund MPUSX 8.35 12/17/2018
Global Equity Value Fund MPGVX 10.23 6/30/2020

Year History

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

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Value Oriented

All products have consistently utilized an income-oriented value discipline.

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Billion of AUM/AUA

Diversified global client base consisting of corporations, public and private pension plans, endowments, foundations, and individual investors with total assets under management of $45.8B.  In addition, the firm also had $3.8B of model delivery assets under advisement.

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Employee Owned

Equity ownership plan designed to attract, retain and motivate highly skilled people.

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Our employees are based in London and Philadelphia. Over half of our employees are partners within the firm.

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Offices in London & Philadelphia

All investment management, most back office functions and Non-North American client services takes place in London. North American client service and business development professionals are based in Philadelphia.

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News & Insights

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