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Copley provide independent research on equity fund positioning and performance

Copley Fund Research was founded in 2014 by CEO Steven Holden. Copley provides leading independent research on equity fund positioning and performance. The research focuses on Global, Global Emerging Markets, Asia Ex-Japan, US, UK and China equity funds, covering over $3tr in assets across over 1500 active strategies. With over 18 years of experience in investment banking, Steven has a strategic focus on global markets. Beginning in London, he worked for Morgan Stanley as an options trader before spending 4 years at Citibank in London and Hong Kong as Executive Director in derivative sales. Both roles were specialized in global emerging markets.

“Our specialized reports and interactive tools are designed to provide a deep understanding of market trends, enabling clients to fully understand positioning in their respective regions. .”

-Steven Holden, CEO Copley Fund Research

Our Advisors

As a growing company, we're thrilled to be building a team of advisors who will be key in helping us navigate the challenges and opportunities ahead. Their diverse expertise and practical insights are invaluable to us, bringing unique perspectives that enrich our team. We're excited about the journey ahead and look forward to expanding this group with more skilled individuals who share our commitment to providing outstanding service and original insights to our clients.

John Moorhead

John is currently the Head of Global Emerging Markets at Maple-Brown Abbott. Prior to joining Maple-Brown Abbott, John spent 13 years working for Pictet Asset Management in London, the last four years of which he was leading a team of 20 investors as the Head of Emerging Equities. In the role, John also had portfolio management responsibilities on the GEM and GEM High Dividend strategies. Before joining Pictet, John was a metals and mining analyst for Macquarie in Sydney and London and also worked for ABN AMRO Morgans as a small cap mining analyst. John began his career at BHP where he was a mining engineer.

John's long-term engagement with Copley's research gives him a deep understanding of our methodologies and insights. This, combined with his extensive experience in global markets and asset management, makes him uniquely equipped to advise on both content direction and overall business strategy at Copley. His ability to bridge practical industry knowledge with strategic market analysis will be instrumental in enhancing our research offerings and in shaping the future trajectory of our business.

Fund Intelligence

Services

Fund Positioning Analysis
Fund Intelligence
Online Access