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Steven Holden
Asset Allocation & Fund Positioning
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Copley Fund Research
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Location:
New Zealand
Joined:
27 March 2017
284
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Cross Asset Strategy
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Equity Bottom-Up
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Recent
bearish
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Cross Asset Strategy
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24 Apr 2024 11:00
Active GEM Funds: Extremes in Positioning & Momentum
GEM Extreme Stocks. HDFC Bank loses steam after merger, Nu Holdings surges to new highs, POSCO plunges to new fund ownership lows.
Steven Holden
219 Views
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bullish
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Cross Asset Strategy
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19 Apr 2024 12:00
Global Funds Q1 Review: Benefiting from Underweights in Apple & Tesla
Strong start to 2024, but majority underperform: Average returns of 7.6% lags the SPDRs MSCI ACWI ETF by -0.33%, with 44% of funds outperforming.
Steven Holden
394 Views
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bullish
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Cross Asset Strategy
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19 Apr 2024 10:00
GEM Funds Outperform in Q1. Long-Term Active Vs Passive Performance Compelling.
Q1 performance adds to GEM active fund's impressive record of outperformance. 5-year average GEM fund returns are +7.4% ahead of the benchmark...
Steven Holden
377 Views
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bullish
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Cross Asset Strategy
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18 Apr 2024 10:25
Asia Ex-Japan Q1 Performance & Attribution: Strong Start for Active Managers
Strong start to 2024 as majority outperform: Average returns of 3.3% beat the iShares Asia Ex-Japan benchmark, with 66% of funds outperforming.
Steven Holden
191 Views
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bullish
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PDD Holdings
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30 Mar 2024 11:00
Asia Ex-Japan Funds: Extremes in Positioning & Momentum
Pinduoduo Inc and UltraTech Cement make gains, Sunny Optical sees ownership drift south, New Oriental Education moves off the lows.
Steven Holden
511 Views
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