Mondrian Complies with Executive Order Regarding China

MONDRIAN

Insights

A Value Approach to ESG: Equity Perspective

As a long-term value manager Mondrian Investment Partners has always believed in carrying out analysis which captures all potential material risks and opportunities; understanding and integrating the impacts of ESG factors has therefore consistently been part of our long-term modeling.

South Africa in Focus

At the African National Congress (ANC) election in December 2017, Cyril Ramaphosa was elected as the new leader of the party, replacing the ineffective and corrupt incumbent Jacob Zuma. Pure relief at a change of leader led to such exuberance in financial markets that the phrase ‘Ramaphoria’ was coined.

The Case for Emerging Markets Debt

Over the past couple of decades, Emerging Markets Debt (EMD) has matured into a large, diverse and growing asset class. We believe not only is the case for a long term strategic allocation to EMD compelling but the tactical case, given current valuations, suggests that the time is now ripe for entry.

A Case Study for Bottom-up Analysis

As a result of our thorough bottom-up analysis and incorporating all a variety of factors into our long-term dividend discount valuation, we concluded the stock was significantly undervalued with an attractive skew of returns and a reasonable worst case scenario.

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All information is as of September 30, 2020 unless otherwise noted.

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