Korea’s Value-up Opportunity Korea is home to some of the world’s leading and most innovative companies. Samsung Electronics is the world’s leading memory semiconductor and smartphone maker. SK Hynix is pioneering High Bandwidth Memory for Nvidia’s AI chips. Hyundai Motor and Kia have emerged as two of the most competitive
Senior Portfolio Manager, Nigel Bliss, reviews Q4 2023, our investment performance and provides an outlook for the opportunities ahead.
Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including what the unprecedented number of elections in 2024 means for emerging markets investors and where we see opportunities going forward.
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.
© 2024 Mondrian Investment Partners Limited is authorized and regulated by the Financial Conduct Authority – Firm Reference Number 149507. All information is as of December 31, 2023 unless otherwise noted.
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