Mondrian Complies with Executive Order Regarding China
THE MONDRIAN STORY
About Us
Mondrian is an employee-owned investment management firm with offices in London and Philadelphia. 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.
A Track Record of Success
Stable, consistent leadership with time-tested investment philosophy and process since 1990
Independent
Employee owned, directly aligns the firm with clients. Equity ownership plan designed to attract retain and motivate highly skilled people. Over half of employees are owners.
Active, Defensive, Value
All strategies have consistently utilized an income-oriented value discipline. Time-tested investment philosophies, disciplined process, adapted to evolving market dynamics. Emphasis on capital preservation in difficult markets.
Broadly Diversified
A stable and diverse global client base consisting of corporations, public and private pension plans, endowments, foundations and individual investors utilizing an array of strategies to meet their investment goals.
ESG Integration
ESG Analysis integrated into the investment process. Signatory of the Principles for Responsible Investment. Received an A+ Score for incorporation of ESG Factors in listed Equity and Fixed Income, an A Score for Strategy and Listed Equity-Active Ownership.
M O N D R I A N
Background
1990
Mondrian Investment Partners Limited was founded and SEC-registered under the name Delaware International Advisers Ltd. It was then affiliated with Delaware Investments.
2004
Members of our senior management team, together with a private equity fund, completed the management buyout of Delaware International Advisers Ltd. Upon closing the transaction, the firm changed its name to Mondrian Investment Partners Limited.
2011
Our existing employee partnership purchased the remaining minority interest of the private equity firm to raise ownership of Mondrian by the employee partnership to 100%.
2021
Approximately half of our 174 employees are partners of our firm.
Types of Clients
As of September 30, 2020
ESG at Mondrian
Mondrian believes that the inclusion of ESG factors is essential in understanding risk-adjusted returns for both dedicated ESG and standard strategies. Mondrian’s long-term, fundamental research process has always demanded that analysts strive to consider all material risks that could influence a security’s valuation, including those factors rooted in environmental, social and governance concerns.
Career Opportunities at Mondrian
Mondrian Investment Partners is one of London’s largest employee-owned investment managers. Our clients are large institutional investors from around the globe with a wide range of product offerings that cover long only equity and fixed income mandates. At Mondrian, we pride ourselves on maintaining our entrepreneurial, family-like culture, where everyone is made to feel part of the company’s success. We are also committed to encouraging, valuing and managing diversity amongst our workforce. People are in the core of everything we do and we are always interested in talented people that can help us grow. Please forward your letter of interest and resume to the email address below learning more about our firm and vacancies.
News and Announcements
CEO and Group CIO, Clive Gillmore, shares what he sees as the difficult moral choices embodied in ESG investing and how Mondrian embraces ESG issues into our methodology.
Mondrian’s David Cudmore discusses with ESG Clarity the increasing importance transition bonds have in the growth of the green bond market.
In this exclusive interview manager Mondrian’s David Cudmore talks about the importance of sovereign issuance and what’s next for the green bond market, and the launch of Mondrian’s Global Green Bond Fund.
Mondrian Investment Partners, a leading global, value-oriented investment manager with over $50 billion in assets under management, kicked off its 30th anniversary with a series of investment insights available on www.mondrian.com/30years.
© 2021 Mondrian Investment Partners Limited is authorised and regulated by the Financial Conduct Authority – Firm Reference Number 149507.
All information is as of December 31, 2020 unless otherwise noted.