Mondrian Investment Partners Limited

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Assets, Funds, Holdings

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Mondrian Investment Partners Limited
CRD #107432
SEC #801-37702
CIK #1317724
AUM $54.4 BB (100% Disc, 89% US, 2020-03-27)
Employees137 (33% Investors, 0% Brokers)
Phone011442074777000
Address10 Gresham Street, 5th Floor
London, EC2V7JD
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
756045301501999200620132021
Sector Issuer Cap ($MM) Value ($MM)
ERJ 921.2 259.4
TSM 263,560.0 185.4
ITUB 41,200.0 184.5
CAE 3,800.0 107.8
RBA 4,440.0 100.0
BAP 10,870.0 100.0
JNJ 381,110.0 92.0
MSFT 1,376,930.0 83.7
WFC 107,670.0 69.2
CSCO 189,330.0 68.3
View All
Holdings by Sector ($)
10.08.06.04.02.00.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Mondrian China Concentrated Equity Fund LP [2018-12-14] 1.5 2.1
Other Mondrian Global Equity ESG Fund LP [2018-12-14] 2.0 2.5
Other Mondrian Global All Countries World Equity Fund LP [2018-03-02] 3.0 3.8
Other Mondrian Blended Currency Emerging Markets Debt Fund LP [2017-03-02] 0.1 0.1
Other Mondrian Hard Currency Emerging Markets Debt Fund LP [2017-03-02] 5.0 5.4
Other Rothko Broad International Small Cap Equity Fund LP [2017-03-02] 5.0 5.7
Other Mondrian International Equity ESG Fund LP [2016-07-19] 124.1 112.0
Other Mondrian Emerging Markets Wealth Equity Fund LP [2016-02-16] 15.1 2.8
Other Mondrian US Small Cap Fund LP [2016-02-16] 1.5 0.5
Other Mondrian Global Aggregate Fixed Income Fund LP [2015-02-25] 5.0 4.4
View All
Fund Directors # Filings # Firms 2011 - 2020
Patricia Karolyi 19 1
Paul Ross 19 1
William Langan 19 1
Clive Gillmore 19 1
Heather Hill 19 1
Jason Menegakis 19 1
Clive Gilmore 6 1
Suzanne Wolko 6 1
Edward Young 1 1
Dustin Hubbard 1 1
Comparable Firms State AUM ($BB)
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CA 59.2
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NC 58.2
Miller Anderson & Sherrerd LLP
PA 55.7
Phillips Hager & North Investment Management Ltd
54.8
HSBC Asset Management Europe Ltd
52.6
Barrow Hanley Mewhinney & Strauss LLC
TX 51.7
KB Asset Management Co Ltd
50.7
Buck Global LLC
NY 49.5
Friends Ivory & SIME PLC
48.5
Creative Planning Inc
KS 47.9
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