MONDRIAN
About Us
Mondrian is an employee owned investment management firm with offices in London and Philadelphia. 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.
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Investment Capabilities
Mondrian is an active defensive manager. All of our investment products utilize value disciplines that have been successfully applied since our founding in 1990.
Equity
- An approach that seeks to provide a rate of return meaningfully greater than the client’s domestic rate of inflation
- Client portfolios that aim to preserve capital during protracted global market decline
- Portfolio performance that has been less volatile than the relevant benchmark and most peers in the universe
Fixed Income
- We have a disciplined investment philosophy that has been in place since we were founded in 1990
- Stable, well-resourced team with expert knowledge of the asset class
- Our inflation forecasting use proprietary quantitative models that drive process and provide structure - the ‘relative’ inflation forecasts produced are key for our process
Stable, consistent leadership with time-tested investment process since 1990
OUR TEAM
Deep, Diverse and Experienced Team
The investment team is comprised of 59 investment professionals who average over 10 years working at Mondrian. We firmly believe that it is best to locate our investment team in a single location in London to encourage dialogue and consistency to our disciplined valuation approach. Additionally, we have dedicated client service and business development teams located in Philadelphia and London.
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News and Insights
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.
Reading Time: 2 minutes 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.
