Mondrian’s Head of Chinese Equities, Ginny Chong, spoke with Barron’s recently to discuss reassurances by the Chinese government for more market-friendly policies. To access the article, click the link below.
A Global Perspective: Mondrian’s approach to identifying value in the US
When building a portfolio of US Large Cap companies, it is critical to have a global perspective. Over 30% of the revenue for the Fortune 100 is derived from outside the US. Additionally, many US multinational companies’ largest direct competitors are based in a different country.