Mondrian Global Equity Value Fund (MPGVX)

Overview

The fund described is positioned as a global investment entity focusing on capitalizing on undervalued equity securities across the globe. It operates on the principle of fundamental value analysis, as determined by the Adviser, to make investment decisions. The commitment to invest at least 80% of its net assets, alongside any borrowed amounts for investment purposes, in equity securities, underscores its strategy. While the fund has the capability to invest in emerging market companies, it is described as non-diversified, indicating a concentrated approach towards investment selection rather than broad market exposure.

Products and Services

• Global Equity Investments

  This service involves the allocation of funds towards equity securities of companies worldwide. The selection process is heavily reliant on the Adviser's fundamental value analysis to identify undervalued assets. This approach ensures that investments are made in securities that are expected to offer significant returns relative to their current market value.

• Investments in Emerging Markets

  Part of the fund's strategy includes the potential for investment in emerging market companies. This diversification allows the fund to capitalize on the growth potential within these markets, often characterized by higher volatility but offering substantial return prospects. This approach is aimed at investors looking for exposure to dynamic and fast-growing economies.

• Non-Diversified Fund Structure

  The non-diversified status of the fund means it may invest more heavily in a smaller number of investments. While this could result in greater volatility and risk, it also offers the potential for higher returns, as the fund's performance is more closely tied to the Adviser's ability to select undervalued equity securities that are poised for recovery or growth.