Mondrian Investment Partners Limited announced the launch of the Mondrian U.S. Small Cap Equity Fund, an active value-oriented defensive strategy.
The Fund seeks long-term capital appreciation, benchmarks against the Russell 2000 and invests in U.S. securities below $4 billion in market capitalization.
“Mondrian’s sole focus is on a disciplined value investing style,” said Mondrian Investment Partners’ CEO Clive Gillmore. “The Fund will leverage our fundamental income-oriented research-driven value analysis to seek opportunities in the U. S. small cap market.”
According to Brendan Baker, Senior Portfolio Manager of Mondrian Investment Partners, “The Fund will focus on well managed companies with robust balance sheets and attractive valuations and a preference for businesses with high recurring revenue streams, potentially offering greater earnings visibility.”
This website is intended for persons in the United States only.
To determine if the Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk, and charges and expenses. This and other information can be found in the Fund’s full and summary prospectus which can be obtained by calling 888-832-4386 or by visiting www.mondrian.com/mutualfunds. Please read the prospectus carefully before investing.
Investing involves risk, including the possible loss of principal. International investments entail risks not ordinarily associated with U.S. investments including fluctuation in currency values, differences in accounting principles, or economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors, as well as increased volatility and lower trading volume. In addition to the normal risks associated with investing, investments in smaller companies typically exhibit higher volatility. Concentration in infrastructure-related securities involves sector risk and concentration risk, particularly greater exposure to adverse economic, regulatory, political, legal, liquidity, and tax risks associated with MLPs and REITs. The Fund may invest in derivatives, which are often more volatile than other investments and may magnify the Fund’s gains or losses.
The Mondrian Investment Partners Limited Funds are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with the advisor, Mondrian Investment Partners Limited.