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 09/30/18. The fund's latest filing disclosed 3BN in positions, representing 5% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/05 to 09/30/18. The fund's latest filing disclosed 3BN in positions, representing 5% of the manager's regulatory AUM.
MONDRIAN INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MONDRIAN INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ERJ | 9.68% | Industrials | 9.59% | 1.86% | 12 | 2% | ||
| TSM | 8.39% | Tech | -17.51% | -0.4% | 1 | 11% | ||
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FEATURED IN
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 ...
Unlock Full Investment Process Description
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 ...
Unlock Full Investment Process Description
MONDRIAN INVESTMENT Portfolio Concentration
MONDRIAN INVESTMENT Location
10 GRESHAM STREET, 5TH FLOOR
LONDON, UNITED KINGDOM, EC2V7JD
LONDON, UNITED KINGDOM, EC2V7JD
MONDRIAN INVESTMENT Contact Information
Phone Number: 011-44-207-477-7000
Fax Number: BPVCRK3Q3YVWC7DUJZ16
Website: http://www.mondrian.com/
Fax Number: BPVCRK3Q3YVWC7DUJZ16
Website: http://www.mondrian.com/
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