About

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.

Our Team

Mondrian is comprised of over 150 professionals who average approximately 10 years working at the firm. We believe that it is best to locate our investment team in a single location in London to encourage dialogue and consistency to our disciplined valuation approach. Additionally, we have dedicated client service and business development teams located in Philadelphia, London and Singapore.

Investment
Team

Client Services & Business Development

CIO Forum

News & Insights

Mondrian is a 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.

International Equity Investment Outlook – Q1 2024

Emerging Markets Equity Investment Outlook – Q1 2024

Video: International Equities Q4 2023 Update

Senior Portfolio Manager, Nigel Bliss, reviews Q4 2023, our investment performance and provides an outlook for the opportunities ahead.

Recent Insights

International Equities Video Update – Q3 2023

Senior Portfolio Manager, Nigel Bliss, reviews how the market and portfolio performed, including stand-out holdings, and our outlook in this quarterly update video.

Video: Why Emerging Markets Small Cap

Head of Emerging Markets Small Cap, Graeme Coll, discusses the opportunities in the asset class, including how a large and relatively under-researched universe of stocks creates significant potential for active management to generate alpha.

Emerging Markets Video Update – Q3 2023

Watch as Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including views on China shareholder returns, current portfolio positioning and where we see opportunities going forward.

PRY Dispersion Supports High Active Bond Positioning

Central to Mondrian’s fixed income process is a measure called the Prospective Real Yield (PRY). A market’s PRY is defined as its 10-year government bond yield minus our proprietary inflation forecast for that market and sovereign credit risk.

Mondrian’s Purchasing Power Parity (PPP) Approach

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.

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.

Policy Statements

Sign up to receive more information

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.