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.
International Equity Investment Outlook – Q2 2023
The Japanese equity market has enjoyed a resurgence of popularity as corporate governance reforms led by the Tokyo Stock Exchange have drawn investors back. This has been welcome for Mondrian’s international and global equity portfolios which more recently have had a differentiated and contrarian overweight position.