Senior Portfolio Manager, Dan Kelly, reviews the Korean government’s “Corporate Value Up” agenda, the effects of the most recent election results in Korea, and Mondrian’s positioning and outlook for the region.
Mondrian’s Purchasing Power Parity method (PPP) provides a consistent measure of value across all currencies – a process we have employed since the founding of our firm in 1990.
Senior Portfolio Manager, Nigel Bliss, reviews the international equity markets, highlights our portfolio performance and provides an outlook for the markets.
Senior Portfolio Manager, Charlie Hill, provides an overview of Mondrian’s approach to US large-cap equities, including our philosophy and process.
Senior Portfolio Manager, Dan Kelly, reviews the Korean government’s “Corporate Value Up” agenda and the effects of the most recent election results in Korea in this video.
Senior Portfolio Manager, Matt Day, discusses Mondrian’s real yield approach to identify dislocations in bond markets and the current opportunity for active bond positioning.
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