Reading Time: 5 minutes 2022 was a challenging year for the global economy and stock markets. The desperately sad war in Ukraine caused havoc on global commodity markets, further pressurizing inflation that was already on the rise.
CANADIAN FUNDS
Emerging Markets Equity Fund
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.
- 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 Emerging Markets Index and most other emerging market managers.
- Client portfolios that that aim to preserve capital during protracted global market declines.
Additional Canadian Domiciled Vehicles
Mondrian Global All Countries World
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: 4 minutes Over the last few months, we have written extensively, and discussed at length with clients and consultants why we thought China was arguably the most attractively valued emerging market, if not global market.
©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.