Value
Defensive
Global
Featured Insights
International Equity Investment Outlook – Q3 2024
Recent equity market volatility has led some to question the Japanese equity market renaissance. In this paper, we revisit the rationale for our positioning in Japan and to consider what, if anything, has changed more recently.
China A-Shares: Why Now?
The last 15 years have been challenging for EM returns, especially when compared to the MSCI World Index, and even more so versus the S&P 500. However, there are several compelling reasons to consider EM equities.
INVESTMENT CAPABILITIES
Diversified Investment Product Offering
Mondrian is an active defensive manager. All of our investment products utilize 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
Capabilities
International Equities
We take pointed views at both the market and security level, employing a consensus-driven decision making process with the head of the team having the casting vote.
Global Equities
In the management of global equity assets, Mondrian invests in securities where rigorous dividend discount analysis identifies value in terms of the long-term flow of income.
Emerging Markets Equities
For over 20 years, Mondrian’s knowledgeable emerging markets investment team has offered an active, value-oriented defensive approach to investing in the developing world.
Small Cap Equities
We utilize detailed, long-term fundamental analysis and a consistent application of our income-oriented valuation approach.
Fixed Income
Mondrian takes a forward-looking real income approach, investing in bond markets that offer high income in inflation and risk-adjusted terms.
ABOUT MONDRIAN
Mondrian is an employee owned investment management firm with offices in London, Philadelphia and Singapore
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. Mondrian is an active defensive manager. All of our investment products utilize value disciplines that have been successfully applied since our founding in 1990.
OUR TEAM
Deep, Diverse and Experienced Team
Mondrian is comprised of over 150 professionals who average approximately 10 years working at the firm. We 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, London and Singapore.
Client Services & Business Development
We have dedicated client service and business development teams located in Philadelphia, London and Singapore.
Investment Team
A team of 58 investment professionals all located in London. Our members work together in a team-based decision-making environment.
CIO Forum
Mondrian’s CIO Forum meets regularly to share ideas and ensure the consistency of our investment process across the firm.
News & Insights
International Equity Investment Outlook – Q3 2024
Recent equity market volatility has led some to question the Japanese equity market renaissance. In this paper, we revisit the rationale for our positioning in Japan and to consider what, if anything, has changed more recently.
China A-Shares: Why Now?
The last 15 years have been challenging for EM returns, especially when compared to the MSCI World Index, and even more so versus the S&P 500. However, there are several compelling reasons to consider EM equities.
10 Reasons Why Emerging Market Equities are Worth Considering Now
The last 15 years have been challenging for EM returns, especially when compared to the MSCI World Index, and even more so versus the S&P 500. However, there are several compelling reasons to consider EM equities.
