INVESTMENT CAPABILITIES
Emerging Markets Equities
For over 20 years, Mondrian’s knowledgeable emerging markets investment team has offered an active, value-oriented defensive approach to investing in the developing world. Our dedicated investment professionals isolate value across geographic and industrial borders at both the security and market levels to provide investors with a broad selection of emerging market portfolio options. Each strategy seeks to outperform their respective indexes, while adhering to their unique investment discipline
Emerging Markets Equities
Related Strategies
Emerging Markets Equities
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.
- Mondrian is an independent, employee-owned asset manager; approximately half of employees are partners today
- Dedicated Emerging Markets Equity team of eight
- Mondrian adopts a high-conviction, long-term, defensive investment approach with a clear valuation discipline
- Mondrian emphasizes companies with sustainable free cash flow generation, strong balance sheets, and value accretive capital allocation. The strategy is driven by in-depth proprietary research with regular company meetings
- Mondrian uses a consistent long-term valuation discipline ensuring we avoid the irrationality that can exist in a volatile space such as Emerging Markets
- In a more challenging market environment, particularly when markets are falling, Mondrian would expect to protect portfolios better given the resilience and strength of our companies, while not sacrificing long-term upside capture
- Mondrian uses a Dividend Discount Methodology to value securities, focusing on attractive long-term fundamentals and future real growth in earnings, cash flow and dividends
- Mondrian looks for companies with strong competitive advantages or sustainable moats at low risk of technological disruption or ESG risks. This investment process has been implemented since 1996