Mondrian’s International Equity team is comprised of nine investment professionals based in London, UK. Our portfolio managers take pointed views at both the market and security level. Each team member is assigned country and sector research responsibilities. We employ a consensus driven decision making process with the head of the team having the casting vote. Extensive dialogue amongst the group is paramount to ensure a consistent valuation approach.
We are a value-oriented defensive manager – we invest in stocks where rigorous dividend discount analysis isolates value in terms of the long-term flow of dividends
Strong track records – consistent dividend discount methodology which compares value across all securities, markets and sectors
Financially robust, employee-owned firm – long-term continuity and stability
Stable, well-resourced team with expert knowledge of the asset class
Disciplined process that has been shown to work over a long period
Not reliant on “star managers” with potentially unrepeatable calls