INVESTMENT CAPABILITIES
International Small Cap
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This strategy invests in developed non-US securities below USD 3.5 billion in market capitalization. The portfolio ranges from 70 to 120 companies, and clients typically benchmark the strategy to the MSCI World ex US Small Cap Index.
Why Mondrian for International Small Cap Equities?
- A value approach which emphasizes yield and future real growth in dividends
- Consistent dividend discount methodology which compares value across all securities, markets and sectors
- Analysis of central, best and worst case scenarios
- In-depth worldwide fundamental research
- Long-term Purchasing Power Parity approach to currency analysis
- Seek to produce meaningfully high real returns
- Aim to preserve capital during global market decline
- Focused portfolios with strong value characteristic
- Long-term focus has resulted in low turnover and reduced transaction costs
Performance
As of June 30, 2023
Mondrian International Small Cap Equity Composite (USD)
Mondrian International Small Cap Equity Composite (USD)
Mondrian Investment Partners Limited (“Mondrian”) claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. A GIPS Composite Report is available on request from mondrian.website@mondrian.com.
This introductory material is for informational purposes only and is not an offer or solicitation with respect to any securities. Any offer of securities can only be made by written offering materials, which are available solely upon request, on an exclusively private basis and only to qualified financially sophisticated investors residing in jurisdictions consistent with Mondrian’s regulatory authorizations. The information set forth herein is a summary only and does not set forth all of the risks associated with the investment strategy described herein.
Mondrian Investment Partners Limited (“Mondrian”) claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. A GIPS Composite Report is available on request from mondrian.website@mondrian.com.
This introductory material is for informational purposes only and is not an offer or solicitation with respect to any securities. Any offer of securities can only be made by written offering materials, which are available solely upon request, on an exclusively private basis and only to qualified financially sophisticated investors residing in jurisdictions consistent with Mondrian’s regulatory authorizations. The information set forth herein is a summary only and does not set forth all of the risks associated with the investment strategy described herein.
Source: Mondrian Investment Partners/MSCI
As of June 30, 2023
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Mondrian International Small Cap Equity Composite (USD)
Mondrian International Small Cap Equity Composite (USD)
News and Insights
Mondrian’s Purchasing Power Parity (PPP) Approach
Reading Time: 2 minutes Purchasing Power Parity method (PPP) provides a consistent measure of value across all currencies – a process we have employed since the founding of our firm in 1990.
Navigating the Decarbonization Transition within Small Cap Equities
Reading Time: 11 minutes The decarbonization journey poses both investment opportunities and challenges with implications to risk appetite, access to capital and asset valuations.