As featured in Pensions & Investments, Mondrian’s Brendan Baker, Senior Portfolio Manager on the U.S. Small Cap Equities team, shares his thoughts on why the low interest rate environment has resulted in more loss-making within U.S. small-cap companies. Mondrian believes that U.S. small cap continues to be an inefficient and attractive asset class with long-term upside potential, but that careful analysis of companies is important for defensive investors.
Fundsgate SA, an independent fund selector and distributor based in Switzerland, and Mondrian are glad to announce their new strategic partnership for the distribution of Mondrian’s products to professional investors in Southern Switzerland.
Mondrian Investment Partners is pleased to announce that we were shortlisted for the Equities Manager of the Year category at the Pensions Age awards.
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.
Only the second time the USD has been over 2 standard deviations overvalued, If history is any guide, the dollar could have much further to fall, boosting the return on unhedged
global bonds vs US domestic bonds.
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.
Mondrian is an employee owned investment management firm with offices in London, Philadelphia and Singapore. We are value investors across the globe in both equity and fixed income asset classes. Founded in 1990, we have employed a rigorous fundamental research process that is the foundation of our success. Mondrian’s well resourced investment team manages assets on behalf of over 250 institutional clients.
© 2024 Mondrian Investment Partners Limited is authorized and regulated by the Financial Conduct Authority – Firm Reference Number 149507. All information is as of December 31, 2023 unless otherwise noted.
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