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.
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.