Copley Fund Research @CopleyFR
Specialists in Global, GEM, Asia Ex-Japan, China, USA and UK active fund positioning. Subscribe to our newsletter here https://t.co/4zf7BkIjMN copleyfundresearch.com London, UK Joined June 2014-
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GEM Extreme Stocks. HDFC Bank loses steam after merger, Nu Holdings surges to new highs, POSCO plunges to new fund ownership lows. skr.ma/xME5g
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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. skr.ma/yAQTp
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 iShares MSCI EM ETF. skr.ma/tNrMJ
Strong start to 2024 as majority outperform: Average returns of 3.3% beat the iShares Asia Ex-Japan benchmark, with 66% of funds outperforming. skr.ma/AwB7N
Pinduoduo Inc and UltraTech Cement make gains, Sunny Optical sees ownership drift south, New Oriental Education moves off the lows. skr.ma/NpUD3
Momentum in Contemporary Amperex Technology and JD.com turns south, whilst Fuyao Glass Industry Group and Zhongji Innolight power to new highs. skr.ma/53CGY
Semiconductor Sector Hits Historic Highs: Record allocations highlight investor confidence in the sector as second phase of bull market drives allocations to fresh peak. skr.ma/1JAnr
Copley Fund Research retweeted
@CopleyFR If you found this useful: ∙ Pls 💚 or 🔁 ∙ Follow us for updates 🙏 Smartkarma subs can continue reading: smartkarma.com/insights/india… 6x
Record Allocations Mask Caution: Record investments in India contrast with a rising underweight, as selected managers pare back exposure. skr.ma/L4soR
𝗡𝗩𝗜𝗗𝗜𝗔 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴 𝗨𝗽𝗱𝗮𝘁𝗲 Quick take on US fund positioning in NVIDIA ahead of results. Summary as below, but check out the short video too! • Fund ownership at record levels, but still US active investors are underweight the benchmark, on average. •…
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst Financials remain unloved by China investors. skr.ma/HBZ5y
"The departure of key investors, paired with the sizeable base of remaining investors, heightens the risk of an additional sell-off, casting a shadow on any potential share price recovery" skr.ma/JM8CE
Rotation in to China Precious Metals stocks pushes ownership to record levels, bucking the trend of overall Materials sector decline. skr.ma/TifXk
Microsoft's dominates the group, NVIDIA has attracted a new investors this year, whilst Tesla has struggled to gain the same level of trust from active Global investors. skr.ma/4bnNv
Improved sentiment in Asia Ex-Japan Autos sector as sustained increases in positioning from active funds continue through 2023. skr.ma/D3TVj
EMEA Financials are the largest Regional Sector underweight in global EM. Moderate but uneven recovery underway, with buying in Greece, Saudi, Kuwait and Poland Financials. skr.ma/h1QwX
ServiceNow, Inc. has reached new heights in Global fund ownership, however, its position relative to technology sector peers suggests there is room for even broader market penetration. skr.ma/1aUfA
"The departure of key investors, paired with the sizeable base of remaining investors, heightens the risk of an additional sell-off, casting a shadow on any potential share price recovery" skr.ma/JM8CE
Taiwan hits record levels of exposure among actively managed Global equity funds, yet it still lags behind its counterparts in the USA and Europe. skr.ma/YrPSF
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