Mondrian’s Global Fixed Income and Currency Team explains how our investment process has been able to produce the consistent returns and why they expect to be able to continue doing so.
International Equity Investment Outlook – Q2 2023
The Japanese equity market has enjoyed a resurgence of popularity as corporate governance reforms led by the Tokyo Stock Exchange have drawn investors back. This has been welcome for Mondrian’s international and global equity portfolios which more recently have had a differentiated and contrarian overweight position.