Reading Time: 6 minutes While the year’s weakness had initially been concentrated among the most speculative assets – including meme stocks, cryptocurrencies and special purpose acquisition vehicles – this sell-off became more broad-based in the second quarter.
CANADIAN FUNDS
Global All Countries World Equity Fund
The Mondrian Global All Countries World Equity Fund (the “Fund”) seeks to maximize long term total return at a reasonable level of total risk by investing principally in a portfolio of equity securities of both U.S. and non-U.S. issuers, including the securities of emerging market companies. Over a market cycle, the Fund seeks to outperform the MSCI All Countries World ex Canada Index. The Fund will normally be a focused portfolio of approximately 40-70 securities.
Investment Philosophy
- A value-oriented, dividend discount methodology that focuses on future anticipated dividends and discounts the value of those dividends back to today’s present value.
- An approach that focuses on providing a rate of return meaningfully greater than the client’s domestic rate of inflation.
- Portfolio performance that has been typically less volatile than the MSCI All Countries World ex Canada Index and most other Global Equity managers.
- Client portfolios that that aim to preserve capital during protracted global market declines.
Additional Canadian Domiciled Vehicles
How to Invest
Any offering will be made via the Fund’s Confidential Offering Memorandum to Canadian institutional investors and investment professionals only. Contact Mondrian to be put in touch with the relevant parties to invest in the Fund.
News and Insights
Reading Time: 6 minutes The world is starting from an ongoing Covid-disrupted economic position compounded by Russia’s importance in commodity markets and geo-politics.
©2023 Mondrian Investment Partners Limited is authorized and regulated by the Financial Conduct Authority – Firm Reference Number 149507.
All information is as of December 31, 2022 unless otherwise noted.