Insights

Reading Time: < 1 minute Listen to Clive Gillmore, CEO and Group CIO of Mondrian Investment Partners, on Bloomberg Radio discuss why U.S. investors should be looking at international equities.

Reading Time: 5 minutes Amidst increasing concern over deteriorating economic growth, geo-political uncertainty and the prospects of tightening monetary policy, global equity and credit markets threw a temper tantrum towards the end of 2018. 

Reading Time: 6 minutes 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.

Reading Time: 5 minutes 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.

Reading Time: 2 minutes Nearly a decade into an economic recovery marked by low yields and stock market volatility, wary investors are still struggling with where to allocate portfolio assets for stable, long-term returns.

Reading Time: 3 minutes Since the US stock market has outperformed international equities for nearly a decade, some investors may falsely believe that owning non-US stocks no longer offers the performance-enhancing advantage it once did.

Reading Time: < 1 minute As featured recently in Fin daily, “Asset Managers Have Clashing Views On Coronavirus Severity: Webinar,” Clive Gillmore, Group CIO and CEO of Mondrian, provided insight and perspective on the international investment landscape and the coronavirus.

Reading Time: < 1 minute Mondrian’s Global Fixed Income and Currency Team explains how our investment process has been able to produce the consistent returns and why they expect to be able to continue doing so.

Reading Time: 6 minutes As a value manager, Mondrian Investment Partners has always believed in conducting analysis that captures all potential material risks and opportunities; understanding and integrating the impacts of ESG factors has therefore consistently been part of our investment process.