New Release: Fund Positioning Chart Pack
The latest trends in active equity fund positioning, from Indonesian activity among Asia Ex-Japan funds to sector dispersion among active US funds.
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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.
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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.
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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...
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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.
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