INVESTMENT CAPABILITIES
Small Cap Equities
Our portfolio managers take pointed views at both the market and security level. Each team member is assigned country and sector research responsibilities. We employ a consensus driven decision making process with the head of the team having the casting vote. Extensive dialogue amongst the group is paramount to ensure a consistent valuation approach.
Small Cap
Why Mondrian for 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