You may have noted that the vast majority of popular global equity funds hold a few crowded China trades such as Tencent and Alibaba. We do not, and this is deliberate. Why is it useful for those tasked with portfolio construction to know this? Namely, for both risk management and fund blending aspects.
risk management
Alleron appoints David Gallagher to key role
Alleron Investment Management has appointed Dr David R. Gallagher as a member of its Portfolio Risk and Process Committee. “We are delighted that David can join Alleron in an official role and we value his research knowledge in capital markets. Risk management is a specialised area and to have access to his expertise is a […]
Australian-based international equities fund generates positive return in January
Insync Global Titans Fund deploys downside protection in the form of buying out-of- the-money index puts (with 60% net asset value covered using index puts for January) The Insync Global Titans Fund is focused on delivering consistent returns with active management of downside risk. “The Global Titans fund’s objectives are to provide equity type returns […]