INVESTMENT CAPABILITIES
International Equity
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This strategy invests in non-US developed markets with select exposure to emerging markets. The portfolio ranges from 40 to 60 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”
- Comprehensive ESG integration – the incorporation of strategy and governance into our equity process was awarded 5 stars in the most recent PRI assessment*
- Competitive management fees
* 2021 PRI Assessment Scores: Investment & Stewardship Policy: 3 Stars; Direct-Listed equity-Active fundamental–incorporation: 4 Stars; Direct-Listed equity-Active fundamental–voting: 3 Stars; Direct-Fixed income–SSA: 5 Stars; Direct-Fixed income–Corporate: 5 Stars. Please refer to www.unpri.org for the PRI assessment methodology. Mondrian’s full Assessment Report and Transparency Report may be requested via the PRI Data Portal. PRI = Principles for Responsible Investments.
Performance
As of June 30, 2023
Mondrian International Equity Composite (USD)
Mondrian International Equity Composite (USD)
Views expressed were current as of the date indicated, are subject to change, and may not reflect current views. Views should not be considered a recommendation to buy, hold or sell any security and should not be relied on as research or investment advice.
These materials may include forward-looking statements. All statements other than statements of historical facts are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those reflected in such forward-looking statements.
Mondrian International Equity Composite (USD)
Views expressed were current as of the date indicated, are subject to change, and may not reflect current views. Views should not be considered a recommendation to buy, hold or sell any security and should not be relied on as research or investment advice.
These materials may include forward-looking statements. All statements other than statements of historical facts are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those reflected in such forward-looking statements.
As of June 30, 2023
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News and Insights
International Equity Investment Outlook – Q2 2023
Reading Time: 6 minutes To date, it would be fair to say that the resilience of economies and of the broader financial system to the breakneck speed of monetary tightening has come as a positive surprise.
International Equity Investment Outlook – Q1 2023
Reading Time: 8 minutes To date, it would be fair to say that the resilience of economies and of the broader financial system to the breakneck speed of monetary tightening has come as a positive surprise.