Mondrian Investment Partners Limited

Senior Portfolio Manager, Matt Day, will be speaking at the Global Investment Institute's Fixed Income & Alternatives Investment Forum 2024 in Melbourne, VIC. Join Matt as he shares his insights during the session, “Setting Bond Investment Strategy in an Uncertain Rates and Inflation Outlook,” scheduled for 9:05 AM (Australian EST) on 12 September. This is a great opportunity to gain valuable perspectives on navigating the complexities of today’s fixed income market. We look forward to engaging with industry leaders and participants at this event. If you're interested in attending, please reach out to Zlatan K. for more details. #ValueInvesting #FixedIncome #Inflation

Join Senior Portfolio Manager, Dan Kelly, as he explores the implications of the Korean government's "Corporate Value Up" initiative. Learn how the recent election results in Korea affect investors and gain insights into Mondrian’s strategic outlook for the region. https://lnkd.in/er5ZYE-u #ValueInvesting #EmergingMarkets #AssetManagement

We were pleased to participate in the LGPS ACCESS Investor Day event last week, hosted by Waystone. As one of the UK Local Government Pension Scheme (LGPS) ACCESS Global Equity managers, this event provided an excellent platform for exchanging insights and expertise with LGPS ACCESS Partner Funds. Mondrian was well-represented by our Global Equities Senior Portfolio Manager, James Francken, and our Head of Client Services and Business Development - EMEA and APAC, Russell Mackie. Thank you to the Waystone and ACCESS teams for orchestrating such a successful and enriching event. https://lnkd.in/ePXcdCXm #valueinvesting #assetmanagement #globalequity

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Emerging market central banks are leading the global shift in interest rates, creating a promising entry point for investors. Local currency bonds in these markets have shown positive performance, thanks in part to declining #inflation and proactive monetary policies. The expectation of further interest rate cuts should provide support for the local currency emerging market debt asset class in the near term. Our chart illustrates the attractiveness of these markets vs. the United States. Moreover, with the US Dollar remaining overvalued, the opportunity in emerging market currencies is compelling. To learn more about our approach to emerging market debt, click here https://lnkd.in/eQuT3MRk #EmergingMarketDebt #AssetManagement

Mondrian is excited to be back as an Exhibitor sponsor of Envestnet, Inc Elevate 2024! Join us at booth 139 to discuss international equity value investing for your client portfolios. We look forward to connecting with you on May 14-15 in Phoenix! #ENVElevate https://lnkd.in/errrDgdZ

#Korea trades at a 66% discount to the MSCI World P/B ratio over the last 10 years. What's driving this contrast? In part, poor corporate governance and low Return on Equity (ROE) are key factors, intertwined with the intricate web of Chaebol group dynamics. In our most recent Emerging Markets Investment Outlook, we discuss how governance issues and cross shareholdings impact shareholder remuneration policies, shedding light on Korea's evolving market landscape. Despite challenges, there's optimism for positive shifts in shareholder alignment, albeit at a measured pace. Click below to read more. https://lnkd.in/gNtQjZnc #valueinvesting #assetmanagement

We recently welcomed GAIN UK to the Mondrian office for our inaugural Speaker Series event. It was an evening filled with insightful discussions and valuable connections. Thank you to our special speakers Tilly Franklin, Katie Ahmed, Petra Dismorr, and Francesca Wheble, and panel moderator Freya Hodgetts for providing their expertise and insights. We're proud to support GAIN UK, an organization dedicated to empowering women in finance. We look forward to organizing the next event later in the year! www.mondrian.com #womeninfinance #valueinvesting

It was great to sponsor and engage with colleagues at the Morgan Stanley "The Power of Process: The Consulting Group Advantage" event in their Purchase office. Elizabeth Desmond, CFA, CIO of International Equities at Mondrian, participated on the Market Outlook panel and offered an overview of the current market landscape, emphasizing the value investment opportunities in Japanese equities. As long-term, defensive investors, Liz’s comments underscored why we see #Japan's equity market as both attractively valued and fundamentally strong. To learn more about Mondrian's approach to International Equity investing, click below. https://lnkd.in/eFDdXkiH #valueinvesting