Lugano, Switzerland, 20 December 2022 – Fundsgate SA, an independent fund selector and distributor based in Switzerland, and Mondrian Investment Partners (“Mondrian”), an independent, employee-owned, international value-oriented investment manager, are glad to announce their new strategic partnership for the distribution of Mondrian’s products to professional investors in Southern Switzerland.
The products include a full range of equity strategies, including global, emerging markets and small caps, as well as fixed income products, including global and emerging markets. All have a value bias, thereby providing a style diversification to professional investors.
As of November 2022, firm discretionary regulatory assets under management of about $44.6 billion. Additionally, Mondrian has approximately $3.8 billion in non-regulatory model assets under advisement via portfolio consulting services/model delivery portfolio arrangements to financial intermediaries and institutional clients. Its disciplined value approach aims to exploit pricing inefficiencies in global capital markets. The approach aims to offer clients higher long term real returns with attractive risk characteristics.
Christina Eriksson, Institutional Business Development Officer, Partner, Mondrian, says: “We’re delighted to have entered this partnership with Fundsgate. The distribution agreement is the first of its kind for Mondrian and forms part of our long-term strategy to expand the business across Europe. We believe that Fundsgate will be an ideal partner for the important market of Southern Switzerland. Our range of value disciplined investment strategies are well suited for the local investors of Fundsgate.”
Christian Barozzi, CEO at Fundsgate, says: “This agreement represents a new strategic partnership between Fundsgate and Mondrian, a prestigious global investment management company. We believe that Mondrian’s approach, with its diverse range of investment solutions and a particular focus on income generation, is highly differentiated. At Fundsgate, we believe that our clients will benefit in many ways from Mondrian Fixed Income’s value-driven approach, whereby its team seeks to invest in markets that best compensate for inflation and sovereign credit risks, as measured by a market’s Prospective Real Yield, subject to minimum/maximum country allocation weightings.”
Mondrian Investment Partners is one of London’s largest employee-owned investment managers with close to $50 billion managed in long-only, value-style global and emerging market equity and fixed income mandates, including model/delivery arrangements. Mondrian uses a value-oriented defensive management style. The firm’s investment philosophy is based on the belief that investments need to be evaluated in terms of their fundamental long-term value. All Mondrian’s strategies consistently utilize an income-oriented value discipline. Time-tested investment philosophies and disciplined processes adapted to evolving market dynamics are hallmarks of the asset manager’s investment approach.
Fundsgate SA is an independent fund selector and distributor based in Switzerland. It has a team with over 15 years of experience and expertise in the field of fund distribution. Fundsgate acts as a third-party marketer specializing in selecting investment ideas and providing innovative solutions to its clients. It offers products from a select base of asset managers across a broad spectrum of asset classes and provides direct access to funds managed by some of the world’s best asset managers.
For Professional Investors only. An investment involves the risk of loss, and the investment return and value of investments will fluctuate.
This marketing announcement 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.
Information from this announcement must not be used in a way that would be contrary to local law or legislation.
Views expressed were current as of the date indicated, are subject to change, and may not reflect current views. Views should not be considered a recommendation to buy, hold or sell any security and should not be relied on as research or investment advice.