Watch Mondrian’s CIO International Equities, Elizabeth Desmond, discuss why income must support long-term valuations during a recent Morningstar panel discussion titled “The Future of Value Investing”.
A Global Perspective: Mondrian’s approach to identifying value in the US
When building a portfolio of US Large Cap companies, it is critical to have a global perspective. Over 30% of the revenue for the Fortune 100 is derived from outside the US. Additionally, many US multinational companies’ largest direct competitors are based in a different country.