Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Equity Bottom-Up

<ul>
<li>Global Fund exposure in ServiceNow, Inc. hits all-time high with 20.6% of funds invested. Funds move to overweight.</li>
<li>Positive Rotation Across All Metrics Driven by Growth and Aggressive Growth Managers.</li>
<li>Positioning relative to technology sector peers suggests room for even broader market penetration.</li>
</ul>


Global Fund exposure in ServiceNow, Inc. hits all-time high with 20.6% of funds invested. Funds move to overweight.
Positive Rotation Across All Metrics Driven by Growth and Aggressive Growth Managers.
Positioning relative to technology sector peers suggests room for even broader market penetration.


ServiceNow, Inc: Global Funds Ramp Up Exposure

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>ServiceNow managed to exceed the revenue and earnings expectations of Wall Street.</li><li>It beat expectations for every key performance metric.</li><li>Also, it has introduced an innovative ServiceNow AI Lighthouse customer program along with Accenture and NVIDIA.</li></ul>

ServiceNow managed to exceed the revenue and earnings expectations of Wall Street.It beat expectations for every key performance metric.Also, it has introduced an innovative ServiceNow AI Lighthouse customer program along with Accenture and NVIDIA.

ServiceNow Inc.: Acquisition Of The G2K AI-Powered Platform & Other Major Developments

<ul><li>ServiceNow delivered an outstanding first quarter for 2023 which was an all-around beat.</li><li>The subscription revenue showed a 27% growth in constant currency, surpassing the high end of guidance by 150 basis points.</li><li>The latest release of ServiceNow, Utah, offers a range of new features and capabilities to increase automation, simplify user experiences, and provide greater organizational flexibility.</li></ul>

ServiceNow delivered an outstanding first quarter for 2023 which was an all-around beat.The subscription revenue showed a 27% growth in constant currency, surpassing the high end of guidance by 150 basis points.The latest release of ServiceNow, Utah, offers a range of new features and capabilities to increase automation, simplify user experiences, and provide greater organizational flexibility.

ServiceNow Inc.: The Next King of Digital Transformation? – Key Drivers

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>The exercise of catching bottoms and averaging down versus cutting losers and admitting you were wrong can and often is a painful lessons every investor goes through during points in their investing journey.</li><li>While scanning and examining companies and charts that are participating in strong uptrends is a worthwhile exercise, an equally important exercise is looking for companies which are currently in cycle downtrends but have strong underlying fundamentals which may not be presented reflected in today’s price.</li><li>In effect, they have been “thrown out with the bathwater” and are now potentially mispriced based upon their current and future underlying fundamentals.</li></ul>

The exercise of catching bottoms and averaging down versus cutting losers and admitting you were wrong can and often is a painful lessons every investor goes through during points in their investing journey.While scanning and examining companies and charts that are participating in strong uptrends is a worthwhile exercise, an equally important exercise is looking for companies which are currently in cycle downtrends but have strong underlying fundamentals which may not be presented reflected in today’s price.In effect, they have been “thrown out with the bathwater” and are now potentially mispriced based upon their current and future underlying fundamentals.

<ul><li>ServiceNow continues performing well as its recent quarterly result met market expectations in terms of the reported revenues.</li><li>The company exceeded its subscription revenue guidance and drove strong expansion and renewal rates.</li><li>The free cash flow was above its guidance, and it beat the guidance with the growth in subscription revenue and also managed an earnings beat.</li></ul>

ServiceNow continues performing well as its recent quarterly result met market expectations in terms of the reported revenues.The company exceeded its subscription revenue guidance and drove strong expansion and renewal rates.The free cash flow was above its guidance, and it beat the guidance with the growth in subscription revenue and also managed an earnings beat.

ServiceNow Inc: New Offerings & Other Drivers

United States

ServiceNow, Inc. provides enterprise information technology (IT) management software. The Company designs, develops, and produces prepackaged computer software, cloud services, and IT service management platform. ServiceNow serves customers throughout the United States.

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Servicenow Inc (NOW US)

ServiceNow, Inc: Global Funds Ramp Up Exposure

ServiceNow, Inc. has reached new heights in Global fund ownership, however, its position relative to technology sector peers suggests there is room...

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ServiceNow Inc.: Acquisition Of The G2K AI-Powered Platform & Other Major Developments

ServiceNow managed to exceed the revenue and earnings expectations of Wall Street. It beat expectations for every key performance metric. Also, it...

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