MI

Mondrian Investment Partners LTD

13F
Mondrian Investment Partners LTD
Last update 2023-09-20 89 Stocks (5 new)
Value $5.00 Bil Turnover 10 %
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Mondrian Investment Partners LTD Profile

Mondrian Investment Partners is a private investment management company based out of London. The company was established in 1990 and has an additional location in Philadelphia. Mondrian Investment Partners directly provides portfolio management for equity accounts greater than $100 million and fixed income accounts greater than $50 million, although the company does also provide products through various institutional pooled funds. Mondrian Investment Partners is completely owned by its employees and has 166 employees between its two locations with over 50 investment professionals. The company utilizes quantitative analysis, mainly investing in developed markets equity, which alone makes up over half of its portfolio, and also includes emerging markets equity, all countries world equity, and global/international fixed income, in order of decreasing portfolio allocation. Mondrian Investment Partners invests most heavily in the health care sector, which alone makes up almost a quarter of its total asset allocations, and also invests in the utilities and telecommunications, finance, information technology, industrials, consumer discretionary, consumer staples, and materials sectors, among others to a lesser degree, in order of decreasing allocation. The company currently holds over $64 billion in total assets under management spread across 196 accounts, all of which are discretionary. Although its total number of accounts held has been decreasing in recent years, its total assets under management has increased from $48.2 billion to its current amount today despite some volatility. Mondrian Investment Partners mainly caters to state or municipal government entities, which alone makes up over a quarter of its client base, and also caters to pension and profit sharing plans, investment companies, pooled investment vehicles, corporations, high net worth individuals, charities, insurance companies, and others, in order of decreasing clientele. The company’s line up of products currently includes its Non-U.S. Equity, Emerging Markets Equity, Global Equity, All Countries World, Small Cap Equity, Global Fixed Income, International Fixed Income, Emerging Markets Debt, and Global Debt Opportunities strategies.
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