INVESTMENT CAPABILITIES
Emerging Markets Small Cap
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This strategy invests in emerging market securities of approximately USD 2.25 billion or less in market capitalization. The portfolio ranges from 70 to 120 companies, and clients typically benchmark the strategy to the MSCI Emerging Markets Small Cap Index.
Why Mondrian for Emerging Market Small Cap Equities?
- A value approach which emphasizes yield and future real growth in dividends
- Consistent dividend discount methodology which compares value across all securities, markets and sectors
- Analysis of central, best and worst case scenarios
- In-depth worldwide fundamental research
- Long-term Purchasing Power Parity approach to currency analysis
- Seek to produce meaningfully high real returns
- Aim to preserve capital during global market decline
- Focused portfolios with strong value characteristic
- Long-term focus has resulted in low turnover and reduced transaction costs
Performance
As of June 30, 2023
Mondrian Emerging Markets Small Cap Equity Composite (USD)
Mondrian Emerging Markets Small Cap Equity 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 Composite Report is available on request from mondrian.website@mondrian.com.
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.
Mondrian Emerging Markets Small Cap Equity 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 Composite Report is available on request from mondrian.website@mondrian.com.
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.
Source: Mondrian Investment Partners/MSCI
As of June 30, 2023
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Mondrian Emerging Markets Small Cap Equity Composite (USD)
Mondrian Emerging Markets Small Cap Equity Composite (USD)
News and Insights
Emerging Markets Investment Outlook – Q2 2023
Reading Time: 5 minutes Since the public launch of the Chat GPT application by OpenAI late last year, the impressive way large language model algorithms appear to have achieved a quantum leap in "intelligence", has spurred a flurry of further activity in the industry.
Emerging Markets Investment Outlook – Q1 2023
Reading Time: 4 minutes The start of the year brought with it renewed optimism about Emerging Markets (EM), given the re-opening of China’s economy. However, markets retraced somewhat as the geopolitical backdrop remained challenging.