Featured Insights
Global Equity Investment Outlook – Q2 2026
While the long-term outlook for AI remains compelling, the increasing reliance on external financing, elevated valuations and unprecedented market concentration suggest investors should distinguish between AI’s structural opportunity and the cyclical risks embedded in current expectations.
The Narrow Nature of Emerging Markets Returns
Investors appeared willing to look through the geopolitical uncertainty and refocus on corporate earnings. However, rather than illustrating broad market resilience, this rebound has been propelled by a limited number of Artificial Intelligence (AI) related stocks.
INVESTMENT CAPABILITIES
Diversified Investment Product Offering
All of our investment products utilize value disciplines that have been successfully applied since our founding in 1990.
Equity
- An approach that seeks to provide a rate of return meaningfully greater than the client’s domestic rate of inflation
- Client portfolios that aim to preserve capital during protracted global market declines
- Portfolio performance that has been less volatile than the relevant benchmark and most peers in the universe
Fixed Income
- We have a disciplined investment philosophy that has been in place since we were founded in 1990
- Stable, well-resourced team with expert knowledge of the asset class
- Our inflation forecasting uses proprietary quantitative models that drive process and provide structure - the ‘relative’ inflation forecasts produced are key for our process
Capabilities
International Equities
We take pointed views at both the market and security level, employing a consensus-driven decision making process with the head of the team having the casting vote.
Global Equities
In the management of global equity assets, Mondrian invests in securities where rigorous dividend discount analysis identifies value in terms of the long-term flow of income.
Emerging Markets Equities
For over 20 years, Mondrian’s knowledgeable emerging markets investment team has offered an active, value-oriented approach to investing in the developing world.
Small Cap Equities
We utilize detailed, long-term fundamental analysis and a consistent application of our income-oriented valuation approach.
Fixed Income
Mondrian takes a forward-looking real income approach, investing in bond markets that offer high income in inflation and risk-adjusted terms.
ABOUT MONDRIAN
Mondrian is an employee owned investment management firm with offices in London, Philadelphia, Singapore and Melbourne.
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 client accounts. All of our investment products utilize value disciplines that have been successfully applied since our founding in 1990.
OUR TEAM
Deep, Diverse and Experienced 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 London, Philadelphia, Singapore and Melbourne.
Client Services & Business Development
We have dedicated client service and business development teams located in Philadelphia, London, Singapore and Melbourne.
Investment Team
A team of 50 investment professionals all located in London. Our members work together in a team-based decision-making environment.
CIO Forum
Mondrian’s CIO Forum meets regularly to share ideas and ensure the consistency of our investment process across the firm.
News & Insights
Global Equity Investment Outlook – Q2 2026
While the long-term outlook for AI remains compelling, the increasing reliance on external financing, elevated valuations and unprecedented market concentration suggest investors should distinguish between AI’s structural opportunity and the cyclical risks embedded in current expectations.
The Narrow Nature of Emerging Markets Returns
Investors appeared willing to look through the geopolitical uncertainty and refocus on corporate earnings. However, rather than illustrating broad market resilience, this rebound has been propelled by a limited number of Artificial Intelligence (AI) related stocks.
International Equity Investment Outlook – Q2 2026
This quarter’s market advance has been remarkably narrow, concentrated in a small number of technology focused stocks — a marked contrast to the rally at the start of 2026, which saw a notable broadening of returns.