At the London Value Investor Conference 2025, Jonathan Spread of Mondrian Investment Partners (35 billion pound AUM) spoke on the Surviving the Cycle: Driving Long-Term Returns With Defensive Value Investing panel, where he explained Mondrian’s dividend discount model-driven approach and presented a compelling long-term value opportunity in a cyclical, often-overlooked sector.
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2025 London Value Investor Conference - Jonathan Spread
We use the Dividend Discount Model for all our investments. The reason is it is long term. The multiples are not a good benchmark for long-term value.
We do...
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