ABOUT US
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 approximately 250 institutional client accounts.
Learn more About Us
MONDRIAN
News & Insights
Defensives Regaining Appeal
Global equity markets have risen strongly year-to-date, extending a rally that has seen the MSCI World Index reach multiple new highs.
International Equity Investment Outlook – Q3 2025
Despite recent market strength, we believe compelling opportunities exist in defensive segments with attractive valuations and resilient long-term return potential.
Outlook: India’s Continued Conundrum for Value Investors
India continues to offer strong long-term potential, with a growing economy and deepening markets, though high valuations remain a key challenge for value investors.