– Acute dislocations in Income-oriented Value from 2020 have unwound.
– That leaves in place the chronic, long run and extreme undervaluation relative to Growth
– We believe this chronic undervaluation will continue to unwind across non-US equities going forward and make the next decade… a decade for Income-oriented Value.
Rothko Investment Strategies is a trading name of Mondrian Investment Partners Limited. Mondrian Investment Partners Limited is authorised and regulated by the Financial Conduct Authority – Firm Reference Number 149507. Please visit www.Mondrian.com for regulatory disclosures and important policies.
This website is published by Rothko Investment Strategies (“Rothko”), a trading name of Mondrian Investment Partners Limited which is authorised and regulated in the conduct of its investment business by the Financial Conduct Authority in the United Kingdom.
This section contains important legal information about this website and the uses to which it may be put. Please read it carefully before you visit other parts of the site.
Rothko makes this website available as a source of information about the firm, its people, its products and services. Nothing on the site constitutes investment advice. Nor does the site contain any offer to provide services or to buy or sell securities of any kind. Prospective investors should consult their own professional advisers before making an investment in a Rothko product or engaging Rothko to provide investment services.
Please note that the sending of confidential information via the Internet may not be secure and may be intercepted by third parties or incorrectly delivered. You should not divulge confidential information over the Internet unless you are using secure or encrypted communications technology.
Past performance is not necessarily a guarantee of future returns, and the value of any investment may fall as well as rise. Prospective investors should be aware that any investment involves a degree of risk.
No representation or warranty is given as to the accuracy, completeness or contemporaneity of the information on this site. Rothko at any time may change the information on this site without drawing attention to the change.
The investment products and services of Rothko are not available directly to private investors.
Mondrian Investment Partners Limited Company Registration No: 2533342
Registered in England & Wales
Registered Address: Tenth Floor, Sixty London Wall, London EC2M 5TQ, United Kingdom
© 2022 Rothko Investment Strategies