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David Mudd

David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro

14
Insights
6.7k
Views
21
Followers
Equities Cross Asset Strategy Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
33%
Consumer Staples
17%
Communication Services
17%
Industrials
17%
Financials
17%

Top Verticals

Cross Asset Strategy
57%
Equity Bottom-Up
36%
Thematic (Sector/Industry)
7%

Top Entities

Alibaba Group Holding
5
Stella International
2
Tencent
2
Baidu
2
Sun Art Retail
1
Red Star Macalline Group Corp
1
CRRC Corp Ltd H
1
Live Nation Entertainment, Inc
1
China Railway Group Ltd H
1
Weibo Corp
1

Top Countries

Hong Kong
14.9%
China
10.3%
Malaysia
2.3%
New Zealand
2.3%
South Korea
2.3%
Taiwan
2.3%
Thailand
2.3%
Vietnam
2.3%
Philippines
2.3%
Pakistan
2.3%
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