MONDRIAN INVESTMENT Overview

Mondrian Investment Partners Lt is an investment advisor that manages 64.1 BN dollars in regulatory AUM and has 139 employees, of which 37 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/05 to 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 6% of the manager's regulatory AUM.

MONDRIAN INVESTMENT StockAlpha

-5.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MONDRIAN INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BAP 7.38% Financials 3.37% -1.27% 5 8%
ABT 7.25% Health -7.95% -0.16% 1 22%
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FEATURED IN
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MONDRIAN INVESTMENT Founders and Key Employees

Name Title In Position Since
Elizabeth A. Desmond Chief Investment Officer International Equities / Director July-2009
John Emberson Chief Operating Officer / Director April-1991
Clive A. Gillmore Chief Executive Officer / Chief Investment Officer Global Equities / Director November-2007
John Kirk Deputy Chief Executive Officer / Director July-2009
Nigel G. May Deputy Chief Executive Officer / Director July-2009
Christopher A. Moth Chief Investment Officer Fixed Income / Director August-2001
Hamish O. Parker Director/Senior Portfolio Manager December-1990
David G. Tilles Executive Chairman November-2007
John L. Barrett Chief Compliance Officer October-2001
Jane S. Goss General Counsel / Company Secretary September-2004

MONDRIAN INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

MONDRIAN INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss Mondrian uses a fundamental value-oriented defensive management style across its two principal methodological groups, Equity and Fixed Income as well as Systematic Equity.

The broad investment philosophy of the management of portfolios is outlined below:

Equity Philosophy and Management Approach
With respect to its International and Global Equity advisory services, Mondrian will follow an approach which incorporates a macroeconomic or “Top Down” analysis as well as an individual security selection or “Bottom Up” valuation. An approximate long term value added weighting of 40% is expected to be given to “Top Down” analysis with 60% the result of “Bottom Up” analysis.

Mondrian believes the use of our Dividend Discount Model will help us to:
 Provide a long-term rate of return meaningfully greater than the client’s domestic
rate of inflation.
 Provide rates ...
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MONDRIAN INVESTMENT Portfolio Concentration

MONDRIAN INVESTMENT Location

10 GRESHAM STREET, 5TH FLOOR
LONDON, UNITED KINGDOM, EC2V7JD

MONDRIAN INVESTMENT Contact Information

Phone Number: 011-44-207-477-7000
Fax Number: BPVCRK3Q3YVWC7DUJZ16
Website:

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