David Cudmore, Portfolio Manager at Mondrian Investment Partners, says greater transparency will be crucial to attracting investors to transition opportunities in his latest insight into the Green Bond market, published in ESG Investor. Click here to read the article.
A Global Perspective: Mondrian’s approach to identifying value in the US
When building a portfolio of US Large Cap companies, it is critical to have a global perspective. Over 30% of the revenue for the Fortune 100 is derived from outside the US. Additionally, many US multinational companies’ largest direct competitors are based in a different country.