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