Mondrian’s CEO and Group CIO, Clive Gillmore, shares what he sees as the difficult moral choices embodied in ESG investing and discusses how Mondrian embraces ESG issues into our methodology without having to dislocate it, change it, or break the bank in this IPE interview.
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.