Mondrian’s Head of Chinese Equities, Ginny Chong, spoke with Institutional Investor recently to discuss why fundamental factors are not driving components for retail investors in the onshore China Market. To access the article, click the link below.
Senior Portfolio Manager, Matt Day, discusses Mondrian’s real yield approach to identify dislocations in bond markets and the current opportunity for active bond positioning.
Given the increased concentration in equity markets and lofty valuations on many of the largest companies, passive investing presents a very different, and arguably riskier, proposition today, than over the past ten years.
In a nod to the turnaround of the Japanese stock markets fortunes that followed a focus on improving corporate governance, the Koreans have now embarked on their own value up program.
Earlier this year, a debate broke out among investors on the significance and impact of passive investing on equity markets and their role in long-term price-discovery in financial markets.
Head of Emerging Markets Small Cap, Graeme Coll, discusses the opportunities in the asset class, including how a large and relatively under-researched universe of stocks creates significant potential for active management to generate alpha.
Mondrian is an employee owned investment management firm with offices in London, Philadelphia and Singapore. We are value investors across the globe in both equity and fixed income asset classes. Founded in 1990, we have employed a rigorous fundamental research process that is the foundation of our success. Mondrian’s well resourced investment team manages assets on behalf of over 250 institutional clients.
© 2024 Mondrian Investment Partners Limited is authorized and regulated by the Financial Conduct Authority – Firm Reference Number 149507. All information is as of December 31, 2023 unless otherwise noted.
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