About Mondrian Investment Partners
Mondrian Investment Partners Limited was founded in 1990. Located in London and Philadelphia, Mondrian employs 160 investment professionals who manage over $48 billion of assets as at 31 December 2008. Mondrian is an active value-oriented defensive manager.
Mondrian Investment Process
In the management of equity assets, Mondrian invest in securities where rigorous dividend discount analysis identifies value in terms of the long term flow of income. Dividend yield and future real growth play a central role in their decision making process and over time the dividend component is expected to be a meaningful portion of the expected total return.
The methodology is applied consistently to individual securities across all markets and industries. Key to the security selection process is fundamental company analysis and a regular program of meeting with companies.
Tied to the security selection is a top-down country allocation overlay that helps to structure Mondrian's equity portfolios. Equity market valuations are based on inflation adjusted dividend discount analysis, coupled with long term purchasing power parity analysis of currencies.
Mondrian believe that they have an important competitive advantage in its internally generated long-term valuations, which allows them to identify and keep a strict sell discipline in volatile markets.
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