ABOUT US
About Mondrian
Mondrian is an employee-owned investment management firm with offices in London, Philadelphia, Singapore and Melbourne. 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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News & Insights
International Equity Investment Outlook – Q3 2026
Despite strong equity markets, the narrowness of the rally and investors’ focus on a small group of perceived AI “winners” and “losers” have created opportunities in less high-profile markets and sectors.
Governance Reform and Shareholder Returns in Emerging Markets
Emerging Market equities have traded at a discount to developed markets for much of the past two decades. Political risk, economic volatility, slower growth in some countries and a different sector mix explain part of that gap. Corporate governance explains another part.
Global Equity Investment Outlook – Q3 2026
We believe the current environment is particularly conducive to identifying undervalued securities that are being overlooked or indiscriminately marked down by a market focused on the short term.