Insights

Introduction The concept of value investing means different things to different people. Value investing is an investment paradigm that involves buying securities that appear under-priced by some form of fundamental or quantitative analysis. The various forms of value investing derive from the investment philosophy first taught by Benjamin Graham and David Dodd at Columbia Business […]

Executive Summary ♦   Environmental, social and governance (ESG) considerations are integral to Mondrian’s investment process. ♦   Mondrian’s long-term, value-oriented approach is particularly well-suited to integration of ESG factors. ♦   ESG considerations have a significant impact on Mondrian’s investment strategy. ♦   Mondrian is a signatory to both the UN-supported Principles for Responsible Investment (PRI) and the […]

Executive Summary ♦  The inclusion of ESG factors is essential in understanding risk-adjusted returns. ♦  Implemented in a systematic and consistent manner, ESG incorporation can be effectively integrated into a value investment philosophy. ♦ Analysts adopting a holistic approach, rather than ESG specialists operating in silos, creates greater efficiency and context. ♦ Mondrian’s long-term, scenario-based […]

Executive Summary ♦ Emerging Markets Debt is a sizable and growing asset class offering much higher yields than traditional fixed income ♦ Given idiosyncrasies and exploitable inefficiencies, the asset class lends itself to active management ♦ Mondrian’s systematic and consistent approach to portfolio construction has yielded strong long- term results ♦ Current valuations, especially in […]