Featured Insights

US Dollar Weakness Bolsters Emerging Market Equities

A weakening US dollar historically creates a fertile backdrop for emerging market assets, driven by enhanced capital flows, commodity tailwinds, and improved debt dynamics.

International Equity Investment Outlook – Q2 2025

Global indices have rallied strongly off April’s lows, ending the quarter near all-time highs, with recent geopolitical shocks failing to disrupt the sharp recovery.
INVESTMENT CAPABILITIES

Diversified Investment Product Offering

Mondrian is an active defensive manager. 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 decline 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 use proprietary quantitative models that drive process and provide structure - the ‘relative’ inflation forecasts produced are key for our process

Capabilities

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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.

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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.

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Emerging Markets Equities

For over 20 years, Mondrian’s knowledgeable emerging markets investment team has offered an active, value-oriented defensive approach to investing in the developing world.

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Small Cap Equities

We utilize detailed, long-term fundamental analysis and a consistent application of our income-oriented valuation approach.

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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 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. Mondrian is an active defensive manager. All of our investment products utilize value disciplines that have been successfully applied since our founding in 1990.

Stable, Consistent Leadership with Time-Tested Investment Process Since 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 Philadelphia, London and Singapore.

Client Services & Business Development

We have dedicated client service and business development teams located in Philadelphia, London and Singapore.

Investment Team

A team of 58 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.
MONDRIAN

News & Insights

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US Dollar Weakness Bolsters Emerging Market Equities

A weakening US dollar historically creates a fertile backdrop for emerging market assets, driven by enhanced capital flows, commodity tailwinds, and improved debt dynamics.
pexels-hugosykes-27666752-scaled-e1752699864104

International Equity Investment Outlook – Q2 2025

Global indices have rallied strongly off April’s lows, ending the quarter near all-time highs, with recent geopolitical shocks failing to disrupt the sharp recovery.
pexels-pixabay-259919-e1752523849843

Global Equity Investment Outlook – Q2 2025

There has been a dramatic turnaround for markets over the past quarter. Investors have enthusiastically welcomed the possibility that global governments can successfully reorder trade policy with a limited impact on economic activity.