Emerging Markets Equity ADR
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This strategy invests in emerging markets around the world. Eligible investments include stocks listed in any country in the MSCI Emerging Markets Index, any company with a primary listing on a stock exchange outside the United States, Canada, or EAFE markets, or any company where more than 50% of its profits, assets or revenues are generated from one or more emerging markets.
Why Mondrian for Emerging Markets Equities?
We are a value-oriented defensive manager – we invest in stocks where rigorous dividend discount analysis isolates value in terms of the long-term flow of dividends.
As of June 30, 2022
Mondrian Emerging Markets Equity ADR Composite (USD)
Mondrian Investment Partners Limited (“Mondrian”) claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. A GIPS compliant performance presentation is available on request from firstname.lastname@example.org.
This introductory material is for informational purposes only and is not an offer or solicitation with respect to any securities. Any offer of securities can only be made by written offering materials, which are available solely upon request, on an exclusively private basis and only to qualified financially sophisticated investors residing in jurisdictions consistent with Mondrian’s regulatory authorizations. The information set forth herein is a summary only and does not set forth all of the risks associated with the investment strategy described herein.
Views expressed were current as of the date indicated, are subject to change, and may not reflect current views. Views should not be considered a recommendation to buy, hold or sell any security and should not be relied on as research or investment advice.
These materials may include forward-looking statements. All statements other than statements of historical facts are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those reflected in such forward-looking statements.
Source: Mondrian Investment Partners/MSCI
As of June 30, 2022
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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.
Reading Time: < 1 minute Institutional Investor speaks with Mondrian’s Head of Chinese Equities, Ginny Chong, to discuss why fundamental factors are not driving components for retail investors in the onshore China Market.