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.
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MONDRIAN
News & Insights
Japanese Market Movement Creates Opportunity for Active Management
Mondrian takes a differentiated approach to currency valuation using a long-term Purchasing Power Parity method. Our PPP method provides a consistent measure of value across all currencies – a process we have employed since the founding of our firm in 1990. Movements in the Japanese yen (JPY) can create significant
Looking Beyond US Equities
For long-term investors, the question is not whether the US will continue to produce world-class companies, but whether current relative pricing and portfolio concentration appropriately reflect the breadth of global opportunity.
Video: The Inflationary Effects of the Iran Conflict
Senior Portfolio Manager Matt Day discusses how the Iran conflict is influencing global inflation through energy markets, and why its impact differs from 2022.