About

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.

Our 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 Philadelphia, London and Singapore.

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Team

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News & Insights

Mondrian is a 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.

International Equity Investment Outlook – Q1 2024

Emerging Markets Equity Investment Outlook – Q1 2024

Video: International Equities Update – Q1 2024

Senior Portfolio Manager, Nigel Bliss, reviews the international equity markets for the first quarter 2024, highlights our portfolio performance and provides an outlook for the markets going forward.

Recent Insights

Pensions Age Awards – Mondrian Shortlisted for Equities Manager of the Year

Mondrian Investment Partners is pleased to announce that we were shortlisted for the Equities Manager of the Year category at the Pensions Age awards.

Global Equity Investment Outlook – Q1 2023

To date, it would be fair to say that the resilience of economies and of the broader financial system to the breakneck speed of monetary tightening has come as a positive surprise.

US Dollar Beginning to Fall Sharply

Only the second time the USD has been over 2 standard deviations overvalued, If history is any guide, the dollar could have much further to fall, boosting the return on unhedged
global bonds vs US domestic bonds.

International Equity Investment Outlook – Q1 2023

To date, it would be fair to say that the resilience of economies and of the broader financial system to the breakneck speed of monetary tightening has come as a positive surprise.

Emerging Markets Investment Outlook – Q1 2023

The start of the year brought with it renewed optimism about Emerging Markets (EM), given the re-opening of China’s economy. However, markets retraced somewhat as the geopolitical backdrop remained challenging.

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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