Energy has been the worst performing sector in MSCI EAFE this year. So why do we believe there is long-term value in this sector?
This strategy invests in non-US developed markets with select exposure to emerging markets. The portfolio ranges from 35 to 55 companies, and clients typically benchmark the strategy to the MSCI EAFE Index.
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
Mondrian International Equity Delivered Strategy Composite (USD)
|Characteristic||MSCI EAFE Index|
|P/E (trailing 12 months)|
|P/B (trailing 12 months)|
|Dividend Yield (%)|
|Number of Holdings|
|Weighted Average Market Cap (million, USD)|
|Median Market Cap (million, USD)|
Clive Gillmore, CEO and Group CIO at Mondrian Investment Partners, discusses the international markets and global equities. Hosted by Paul Sweeney and Vonnie Quinn.
© 2021 Mondrian Investment Partners Limited is authorised and regulated by the Financial Conduct Authority – Firm Reference Number 149507.
All information is as of December 31, 2020 unless otherwise noted.
Weighted Average Market Cap – The portfolio-weighted average market capitalizations of all equity securities.
Portfolio Turnover – A measure of how frequently assets within a fund are bought and sold by the managers.
Price-to-Earnings – The Price to Earnings Ratio is a stock’s current price divided by the company’s trailing 12-month earnings per share from continuous operations.
Price-to-Book – The Price to Book Ratio links the stock/share price of a company with the book or accounting value of shareholders’ equity per share.
Dividend Yield – The Dividend Yield is the portfolio-weighted average of the annualized gross dividend per share figure of all portfolio holdings.
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