INVESTMENT CAPABILITIES
International Equity SMA
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This strategy invests in non-US developed markets with select exposure to emerging markets. The portfolio ranges from 30 to 40 companies, and clients typically benchmark the strategy to the MSCI EAFE Index.
Why Mondrian for International Equities?
We are a value-oriented defensive manager – we invest in stocks where rigorous dividend discount analysis isolates value in terms of the long-term flow of dividends
- Strong track records – consistent dividend discount methodology which compares value across all securities, markets and sectors
- Financially robust, employee-owned firm – long-term continuity and stability
- Stable, well-resourced team with expert knowledge of the asset class
- Disciplined process that has been shown to work over a long period
- Not reliant on “star managers” with potentially unrepeatable calls
- Comprehensive ESG integration – the incorporation of strategy and governance into our equity process was awarded A+ in the 2020 PRI assessment*
- Competitive management fees
*Please refer to http://www.unpri.org for the PRI assessment methodology. Mondrian’s full Assessment Report and Transparency Report may be requested via the PRI Data Portal.
Performance
As of December 31, 2022
Mondrian International Equity Delivered Strategy Composite (USD)
Index returns are shown with net dividends reinvested.
Mondrian International Equity Delivered Strategy Composite (USD)
Mondrian International Equity Delivered Strategy Composite (USD)
Source: Mondrian Investment Partners/MSCI
As of December 31, 2022
Characteristic | MSCI EAFE Index | |
---|---|---|
P/E (trailing 12 months) | ||
P/B (trailing 12 months) | ||
Price/Cash Flow | ||
Dividend Yield (%) | ||
Number of Holdings | ||
Weighted Average Market Cap (million, USD) | ||
Median Market Cap (million, USD) | ||
Information Ratio |
Mondrian International Equity Delivered Strategy Composite (USD)
Mondrian International Equity Delivered Strategy Composite (USD)
Mondrian International Equity Delivered Strategy Composite (USD)
News and Insights
International Equity Investment Outlook – Q4 2022
Reading Time: 6 minutes After a challenging few years, Russia’s invasion of Ukraine in February made it clear that 2022 would not mark a return to the low interest rate and low volatility, post-GFC paradigm.
International Equity Investment Outlook – Q2 2022
Reading Time: 5 minutes In 2022, as the Fed started to tighten, the powerful rally in equities came to an end, and investor confidence in growth stocks has been eroded away.