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

Cross Asset Strategy

<ul>
<li>UK active funds are buying back in to the UK Homebuilding sector, with ownership showing consistent increases from the lows of early 2024.</li>
<li>Over the past six months, Homebuilding recorded the third-largest increase in fund participation, trailing only Agricultural Commodities and Pharmaceuticals.</li>
<li>At the stock level, the sector remains highly concentrated. Four companies — Taylor Wimpey, Bellway, Barratt Redrow, and Persimmon — account for 81% of the total allocation.</li>
</ul>


UK active funds are buying back in to the UK Homebuilding sector, with ownership showing consistent increases from the lows of early 2024.
Over the past six months, Homebuilding recorded the third-largest increase in fund participation, trailing only Agricultural Commodities and Pharmaceuticals.
At the stock level, the sector remains highly concentrated. Four companies — Taylor Wimpey, Bellway, Barratt Redrow, and Persimmon — account for 81% of the total allocation.


UK Homebuilding: Allocations Rebounds as Sentiment Improves

Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
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Thematic (Sector/Industry)

<ul><li>Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.</li><li>Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.</li><li>If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!</li></ul>

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!

United Kingdom

Galliford Try Holdings PLC serves customers in the United Kingdom.

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Galliford Try (GFRD LN)

UK Homebuilding: Allocations Rebounds as Sentiment Improves

UK active funds are increasing their ownership in the UK Homebuilding sector, with significant concentration in four key companies.

Steven Holden

Monday Delight: 07/04/25

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help...

Contrarian Cashflows

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

UK Homebuilding: Allocations Rebounds as Sentiment Improves

​UK active funds are increasing their ownership in the UK Homebuilding sector, with significant concentration in four key companies.

Steven Holden

Monday Delight: 07/04/25

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help...

Contrarian Cashflows

UK active funds are increasing their ownership in the UK Homebuilding sector, with significant concentration in four key companies.