Insights

Bloomberg Radio: Clive Gillmore, CEO and Group CIO of Mondrian Investment Partners, on why U.S. investors should be looking at international equities.

August 2019
Hosted by Lisa Abramowicz and Paul Sweeney. Listen to Episode 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 funds full and summary prospectus which can be obtained by calling 888-832-4386 or by […]

Understanding Value Investing in Emerging Market Equities

July 2019
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 […]

A Value Approach to ESG: The Mondrian Fixed Income Perspective

June 2019
Executive Summary ♦   Environmental, social and governance (ESG) considerations are integral to Mondrian’s investment process. ♦   Mondrian’s 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 PRI’s […]

A Value Approach to ESG: The Mondrian Equity Perspective

May 2019
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 […]

MASTERCLASS – Global Investing

May 2019
Clive Gillmore, Group CIO and CEO recently joined a panel of experts to discuss geographical opportunities, long term ESG potential, and the impact of trade wars on global markets.
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