Global Equity ESG
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This strategy invests in developed markets around the world with select exposure to emerging markets with principles-based environmental, social and governance considerations. The portfolio ranges from 35 to 50 companies and clients typically benchmark the strategy to the MSCI World Index.
Why Mondrian for Global Equities?
As of September 30, 2023
Mondrian Global Equity ESG Composite (USD)
Mondrian Investment Partners Limited (“Mondrian”) claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. A GIPS Composite Report is available on request from firstname.lastname@example.org.
This introductory material 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 residing in jurisdictions consistent with Mondrian’s regulatory authorizations. The information set forth herein is a summary only and does not set forth all of the risks associated with the investment strategy described herein.
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.
These materials may include forward-looking statements. All statements other than statements of historical facts are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those reflected in such forward-looking statements.
Source: Mondrian Investment Partners/MSCI
As of September 30, 2023
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News and Insights
Reading Time: 2 minutes Purchasing Power Parity method (PPP) provides a consistent measure of value across all currencies – a process we have employed since the founding of our firm in 1990.
Reading Time: 6 minutes A higher cost of capital and an uncertain economic backdrop have meant that investors, grasping for certainty, have focused on a narrow range of securities where they can feel some optimism.