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 clients.
MONDRIAN
News & Insights
Global Equity Investment Outlook – Q1 2025
In contrast to many commentators, we increasingly think Europe is a very interesting market. Expectations have generally been compressed by a pretty weak economic backdrop and an extended period of equity market underperformance.
Emerging Markets Investment Outlook – Q1 2025
Q1 2025 saw Emerging Markets (EM) rise 3% in a volatile quarter dominated by geopolitical concerns and trade tariff headlines. Amongst large markets, China was the standout performer, rising 15%.
International Equity Investment Outlook – Q1 2025
Over the past decade, the European equity market has significantly lagged behind its U.S. counterpart. This underperformance was particularly pronounced in the final quarter of 2024, in the immediate aftermath of the U.S. election.