Mondrian Investment Partners manages assets for institutional clients on a discretionary basis, either directly or through managed account programs. Mondrian invests in global equities and fixed income securities, including those in developing countries. Mondrian's investment approach is fundamental, value-oriented, and defensive, focusing on long-term returns and capital preservation. Mondrian also provides non-discretionary model portfolio investment services to Sponsors.
Fee Structure
Mondrian Investment Partners charges a fee based on a percentage of the assets they manage. The specific fee varies depending on the investment strategy and the amount invested. Fees are calculated and paid quarterly. Clients also incur other expenses related to their account, such as custody, brokerage commissions, and regulatory fees. Fee rates are negotiable, and some clients may have more favorable fees.