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IMpower Incorporating FundForum
25 - 26 June 2024
The Grimaldi ForumMonte Carlo, Monaco



Mondrian is an independent, privately owned, value-oriented asset manager with over 32 years’ experience in managing a range of active equity and fixed income products. Today we manage about USD 50 billion for institutional clients globally, including Dutch, German and Swiss institutional clients.

Mondrian in summary:
Our track records date back to the 90’s and include our uninterrupted Global Fixed Income (1990), Global Equity (1991), Emerging Markets Equities (1996) strategies and in the early 2000’s we also started our Emerging Markets Fixed Income (2006 inception) strategy;We adopt a high conviction, long term, defensive investment approach with a clear valuation discipline incorporating ESG, both in the equity and fixed income process;For our equity strategies we emphasize companies with sustainable free cash flow generation, strong balance sheets, and value accretive capital allocation and our strategies are driven by rigorous proprietary research coupled with regular company meetings – the result is resilient and concentrated portfolios focused on preserving capital in challenging markets;For our fixed income strategies we take views on inflation, currencies, and conduct our sovereign credit analysis to produce Prospective Real Yields (PRYs) using our proprietary model and currency valuations for each market and currency; and our approach has resulted in a low turnover, high active share, defensive strategy with stable outperformance over time.