The COVID-19 crisis of 2020 was not a systemic crisis. The scale and speed of fiscal and monetary stimulus led by the US Federal Reserve drove global markets to bounce, registering strong gains for the full year.
This strategy invests in US securities below USD 4 billion in market capitalization. The portfolio ranges from 30 to 60 companies, and clients typically benchmark the strategy to the Russell 2000 Index.
Mondrian U.S. Small Cap Equity Composite (USD)
Mondrian U.S. Small Cap Equity Composite (USD)
Characteristic | ||
---|---|---|
P/E (trailing 12 months) | ||
P/B (trailing 12 months) | ||
Price/Cash Flow | ||
Dividend Yield (%) | ||
Number of Holdings | ||
Weighted Average Market Cap (million, USD) | ||
Median Market Cap (million, USD) | ||
Information Ratio (3 years) |
Source: Mondrian Investment Partners/Russell
Mondrian U.S. Small Cap Equity Composite (USD)
Source: Mondrian Investment Partners/Russell
Mondrian U.S. Small Cap Equity Composite (USD)
Source: Mondrian Investment Partners/Russell
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.
The Russell data contained herein is a trademark of the Frank Russell Company. Russell® is a trademark of the Frank Russell Company.
The COVID-19 crisis of 2020 was not a systemic crisis. The scale and speed of fiscal and monetary stimulus led by the US Federal Reserve drove global markets to bounce, registering strong gains for the full year.
Clive Gillmore, CEO and Group CIO at Mondrian Investment Partners, discusses the international markets and global equities. Hosted by Paul Sweeney and Vonnie Quinn.
© 2021 Mondrian Investment Partners Limited is authorised and regulated by the Financial Conduct Authority – Firm Reference Number 149507.
All information is as of December 31, 2020 unless otherwise noted.
Weighted Average Market Cap – The portfolio-weighted average market capitalizations of all equity securities.
Portfolio Turnover – A measure of how frequently assets within a fund are bought and sold by the managers.
Price-to-Earnings – The Price to Earnings Ratio is a stock’s current price divided by the company’s trailing 12-month earnings per share from continuous operations.
Price-to-Book – The Price to Book Ratio links the stock/share price of a company with the book or accounting value of shareholders’ equity per share.
Dividend Yield – The Dividend Yield is the portfolio-weighted average of the annualized gross dividend per share figure of all portfolio holdings.
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