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A Track Record of Success

Stable, consistent leadership with time-tested investment philosophy and process since 1990

Independent

Employee-owned partnership structure ensures alignment of interests with clients. Equity ownership plan is designed to attract, retain and motivate highly skilled people.

Active, Defensive, Value

All strategies utilize a defensive value discipline: Time-tested investment philosophies, disciplined process, adapted to evolving market dynamics, emphasize capital preservation in difficult markets.

Broadly Diversified

A stable and diverse global client base consisting of corporations, public and private pension plans, endowments, foundations and individual investors utilizing an array of strategies to meet their investment goals.

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 income-oriented 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

Global Equity Investment Outlook – Q4 2022

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January 24, 2023

Reading Time: 6 minutes Against a difficult backdrop, there was no place to hide in public investment markets in 2022. Inflation and interest rates were on the rise and large blow-ups such as Credit Suisse, Tesla, FTX and the broader crypto-sphere dominated headlines.

Emerging Markets Investment Outlook – Q4 2022

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January 23, 2023

Reading Time: 5 minutes 2022 was a challenging year for the global economy and stock markets. The desperately sad war in Ukraine caused havoc on global commodity markets, further pressurizing inflation that was already on the rise.