Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including what the unprecedented number of elections in 2024 means for emerging markets investors, current portfolio positioning and where we see opportunities going forward.
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.
Given the increased concentration in equity markets and lofty valuations on many of the largest companies, passive investing presents a very different, and arguably riskier, proposition today, than over the past ten years.
In a nod to the turnaround of the Japanese stock markets fortunes that followed a focus on improving corporate governance, the Koreans have now embarked on their own value up program.
Mondrian is an employee owned investment management firm with offices in London, Philadelphia and Singapore. 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.
© 2024 Mondrian Investment Partners Limited is authorized and regulated by the Financial Conduct Authority – Firm Reference Number 149507. All information is as of December 31, 2023 unless otherwise noted.
By clicking SUBMIT, you are agreeing to our Privacy Policy, which can be found here. Once confirmed, you will be subscribed to our mailing list. We will retain your email address in order to send the requested information. You can unsubscribe or change your details at any time. We will send no further information nor subscribe you to the list until you confirm your request. If this is in error and you would not like to receive updates please close this box without clicking SUBMIT.
201 King of Prussia Road
Suite 620
Radnor, PA 19087
United States
Tenth Floor
Sixty London Wall
London EC2M 5TQ
United Kingdom