INSIGHT PROVIDER
Rising
Steven Holden

Steven Holden
Asset Allocation & Fund Positioning
Copley Fund Research

284
Insights
91.0k
Views
186
Followers
Cross Asset Strategy Equity Bottom-Up

Summary

Steven Holden is the CEO and Founder of Copley Fund Research, an independent provider of research on equity fund positioning and performance. Set up in 2014, Copley focuses on global, global emerging market, US, Asia Ex-Japan and China active equity funds, covering over $4tr in assets across 1300 active managers. The company provides data and analysis on market trends, manager exposures and active fund performance to an audience of investment managers, pension funds and fund selectors worldwide. Mr Holden’s 14-year investment banking career started in 2000, where he worked for Morgan Stanley as an equity derivative trader focused on emerging markets in London. Following this, he spent 4 years at Citibank in London and Hong Kong as an Executive Director in derivative sales, focused again on emerging markets.

Areas of Expertise

Primary Asset Class:
Equities
Geography:
Global Emerging Markets
Countries:
(generalist)
Sectors:
(generalist)
Content Verticals:
Cross Asset Strategy, Equity Bottom-Up

Work Experience:

  • Citigroup
  • Morgan Stanley
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