Mondrian is an active defensive manager. All of our investment products utilize income-oriented value disciplines that have been successfully applied since our founding in 1990.

Equity Investment Philosophy

In the management of international/global equity assets, we 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 our decision making process and over time the dividend component is expected to be a meaningful portion of the expected total return.

Our methodology is applied consistently to individual securities across all markets and industries.

Mondrian’s investment approach seeks to generate three specific investment benefits.

• Provide a rate of return meaningfully greater than the client’s domestic rate of inflation.
• Structure client portfolios that preserve capital during protracted international market declines.
• Provide portfolio performance that is less volatile than both benchmark indices and other managers.