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.
A Global Perspective: Mondrian’s approach to identifying value in the US
When building a portfolio of US Large Cap companies, it is critical to have a global perspective. Over 30% of the revenue for the Fortune 100 is derived from outside the US. Additionally, many US multinational companies’ largest direct competitors are based in a different country.