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Steven Holden

Steven Holden
Asset Allocation & Fund Positioning
Copley Fund Research

364
Insights
159.7k
Views
216
Followers
Cross Asset Strategy • Equity Bottom-Up

Top Sectors

Information Technology
26%
Consumer Discretionary
22%
Financials
18%
Consumer Staples
8%
Industrials
6%
Energy
4%
Materials
4%
Communication Services
4%
Health Care
3%
Real Estate
2%

Top Verticals

Cross Asset Strategy
50%
Equity Bottom-Up
24%
Thematic (Sector/Industry)
20%
Quantitative Analysis
5%

Top Entities

TSMC (Taiwan Semiconductor Manufacturing)
58
Tencent
50
Alibaba
46
iShares MSCI Emerging Markets
46
HDFC Bank
45
AIA Group Ltd
42
Samsung Electronics
32
Meituan
30
Kweichow Moutai
25
SK Hynix
24

Top Countries

China
3.3%
India
2.3%
South Korea
2.3%
Taiwan
2.3%
Indonesia
2.2%
Thailand
2.1%
Philippines
2.1%
Malaysia
2.1%
Cambodia
2.1%
Pakistan
2.1%
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