CANADIAN FUNDS
Emerging Markets Equity Fund
Overview
The Mondrian Emerging Markets 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 emerging-market issuers around the world. The Fund seeks to outperform the MSCI Emerging Markets Index (Net) (the “Benchmark”) over a market cycle. The Fund will normally be a focused portfolio of approximately 50 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.
- Portfolio performance that has been typically less volatile than the MSCI Emerging Markets Index and most other emerging market managers.
- An approach that focuses on providing a rate of return meaningfully greater than the client’s domestic rate of inflation.
- Client portfolios 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 & Insights
Video: Emerging Markets Equities Update Q4 2023
Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including what the unprecedented number of elections in 2024 means for emerging markets investors and where we see opportunities going forward.
2024 Emerging Markets Investment Outlook
In 2024, about two billion people, an unprecedented number, will go to the polls in more than 70 countries to vote for new leaders and governments.
Emerging Markets Video Update – Q3 2023
Watch as Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including views on China shareholder returns, current portfolio positioning and where we see opportunities going forward.
