INVESTMENT CAPABILITIES
U.S. Large Cap Equity
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This strategy invests in U.S. large cap securities. The portfolio ranges from 25 to 35 companies and clients typically benchmark the strategy to the Russell 1000 Value Index. Click here to learn about Mondrian’s Global Equity investment team, which manages our U.S. Large Cap Equity Strategy.
Why Mondrian for U.S. Large Cap Equity?
- 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
Performance
As of March 31, 2022
Mondrian U.S. Large Cap Equity Composite (USD)
Mondrian U.S. Large Cap Equity Composite (USD)
Mondrian Investment Partners Limited (“Mondrian”) claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. A GIPS Composite Report is available on request from mondrian.website@mondrian.com.
This introductory material is for informational purposes only and is not an offer or solicitation with respect to any securities. Any offer of securities can only be made by written offering materials, which are available solely upon request, on an exclusively private basis and only to qualified financially sophisticated investors residing in jurisdictions consistent with Mondrian’s regulatory authorizations. The information set forth herein is a summary only and does not set forth all of the risks associated with the investment strategy described herein.
Mondrian Investment Partners Limited (“Mondrian”) claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. A GIPS Composite Report is available on request from mondrian.website@mondrian.com.
This introductory material is for informational purposes only and is not an offer or solicitation with respect to any securities. Any offer of securities can only be made by written offering materials, which are available solely upon request, on an exclusively private basis and only to qualified financially sophisticated investors residing in jurisdictions consistent with Mondrian’s regulatory authorizations. The information set forth herein is a summary only and does not set forth all of the risks associated with the investment strategy described herein.
Source: Mondrian Investment Partners/MSCI
As of March 31, 2022
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Mondrian U.S. Large Cap Equity Composite (USD)
Mondrian U.S. Large Cap Equity Composite (USD)
News and Insights
Global Equity Investment Outlook – Q1 2022
Reading Time: 6 minutes The world is starting from an ongoing Covid-disrupted economic position compounded by Russia’s importance in commodity markets and geo-politics.
Global Equity Investment Outlook – Q4 2021
Reading Time: 5 minutes Economic perspective on the pandemic: real costs and some …