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.
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.
Senior Portfolio Manager Matt Day discusses how the Iran conflict is influencing global inflation through energy markets, and why its impact differs from 2022.
Geopolitical tensions are reshaping energy priorities and market dynamics. In this video, Senior Portfolio Manager Nigel Bliss explores opportunities in defensive sectors and international equities.
Mondrian has been made aware of potential fraudulent activity whereby members of the public are being contacted by individuals claiming to represent the Company.