Description
Mondrian is an employee-owned investment management firm with offices in London and Philadelphia. We are value investors across the globe in both equity and fixed income asset classes. Our purpose is to provide a rate of return meaningfully greater than our clients’ domestic rate of inflation over the long-term with strategies that seek to preserve capital during protracted market declines. Founded in 1990, we have employed a detailed fundamental research process that includes engagement with the management of companies we invest in, allowing us to leverage our stewardship responsibilities whilst not micromanaging businesses, that is the foundation of our success. Mondrian’s well-resourced investment team manages assets on behalf of over 250 institutional clients. Approach
Mondrian is a global, long-term value-oriented investment manager. Our focus is on providing a rate of return meaningfully greater than our clients’ domestic rate of inflation with strategies that seek to preserve capital during protracted market declines. In pursuit of these investment benefits, Mondrian employs a long-term, fundamental approach to research in which financially material environmental, social and governance (“ESG”) factors play an important role when valuing markets and companies for potential investment.
Our equity and fixed income teams share an investment philosophy that recognises the importance of financially material ESG issues in the long-term valuation of a company’s equity and credit. Mondrian has always believed it is the responsibility of all investment professionals to understand and incorporate the impact of financially material ESG factors on our present and potential investments, and their long-term profitability.
We believe it is the responsibility of active investors to be effective stewards of their investments in order to protect the long-term interests of clients. Stewardship considerations are part of the initial purchase decision, subsequent monitoring of an investment and any ongoing dialogue with an investee company, including active participation through our proxy voting process for equity holdings.