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The cornerstone to Mondrian's value based investment philosophy is the dividend discount model and purchasing power parity. Briefly, the future value of dividends are discounted back in order to determine if a stock's current price is above or below fair value.
The fund is managed on a team basis with each member taking country responsibilities and conducting the company analysis and meetings. Although a top down view is taken, portfolio weightings are driven largely through factors determined at stock selection level. The team liaise closely with their Far East Equity and the Fixed Interest teams.