Asia Ex-Japan Fund Positioning Analysis, August 2023

104 Asia Ex-Japan Funds, AUM $66bn Asia Ex-Japan Fund Positioning Analysis, August 2023 In this issue: Philippines: Emerging Signs of Investment Recovery Asia Ex-Japan Funds Country/Sector Radar China & HK. Six Stocks Hit Peak Ownership 104 Asia Ex-Japan Funds, AUM $66bn Philippines: Emerging Signs of Investment Recovery • Philippines fund ownership shows signs of life after decade long bear market …

Continue Reading

GEM Fund Positioning Analysis, August 2023

372 emerging market Funds, AUM $423bn GEM Fund Positioning Analysis, August 2023 In this issue: Istanbul or Bust: The Decline of Turkish Investor Positioning GEM Funds Country/Sector Radar Climbing the Ranks: Record Ownership in Taiwan’s Emerging Six 372 emerging market Funds, AUM $423bn Istanbul or Bust: The Decline of Turkish Investor Positioning • Turkish fund ownership falls to record lows …

Continue Reading

China Fund Positioning Analysis, August 2023

254 China Equity Funds, AUM $100bn China Fund Positioning Analysis, August 2023 In this issue: China Stock Radar A-Share Construction Materials Slump A-Share Packaged Software Revival   152 MSCI China Equity Funds, AUM $55bn MSCI China Stock Radar Investment levels among the thousands of stocks in the investible China universe differ greatly. Some stocks are widely owned, others largely avoided …

Continue Reading

Global Fund Positioning Analysis, July 2023

349 Global Equity Funds, AUM $988bn Global Fund Positioning Analysis, July 2023 In this issue: H1 Performance & Attribution H1 Top Down Positioning Update NVIDIA: New Highs 349 Global Equity Funds, AUM $988bn H1 Performance & Attribution The latest stats on performance and the drivers of performance for H1 2023. H1 Performance Summary Active Global funds returned a healthy 12.13% …

Continue Reading

Copley Fund Research Fund Positioning Chart Pack IV

1600+ Active Equity Funds, AUM $4.7tr Fund Positioning Chart Pack IV US Funds: Is Ford Motor Company Uninvestible? Global Funds. H1 Performance & Attribution Asia Ex-Japan Funds: India: Outperformance Potential in Doubt UK Funds: Softcat PLC: Record Overweight as UK Managers Buy In Emerging Market Funds: Americas: Consensus Overweight 295 US Equity Funds, AUM $3.3Tr US Funds: Is Ford Motor …

Continue Reading

GEM Fund Positioning Analysis, July 2023

376 emerging market Funds, AUM $408bn GEM Fund Positioning Analysis, July 2023 In this issue: H1 Performance & Attribution H1 Top Down Positioning Update Americas: Consensus Overweight Voltronic Power Technology: Rising Up The Ranks 376 emerging market Funds, AUM $408bn H1 Performance & Attribution The latest stats on performance and the drivers of performance for H1 2023. H1 Performance Summary …

Continue Reading

UK Fund Positioning Analysis, July 2023

266 UK Equity Funds, AUM $179bn UK Equity Fund Positioning Analysis, July 2023 In this issue: H1 Performance & Attribution Softcat PLC: Record Overweight as UK Funds Buy In UK Stock Radar: Haleon/Next/GSK/BATS 266 UK Equity Funds, AUM $179bn H1 Performance & Attribution A look at performance and the drivers of performance among active UK Equity Funds for the first …

Continue Reading

US Fund Positioning Analysis, July 2023

295 US Equity Funds, AUM $3.2tr USA Fund Positioning Analysis, July 2023 Ford Motor Company: Univestible? US Top Overweights & Underweights   295 US Equity Funds, AUM $3.2tr Ford Motor Company: Uninvestible? Ford becomes one of the most unloved stocks in the USA as active funds close out positions.   Time-Series and Autos Positioning Ford Motor Company is owned by …

Continue Reading

Copley Fund Research Fund Positioning Chart Pack III

1600 Active Equity Funds, AUM $4.7tr Fund Positioning Chart Pack Samsung Electronics: Return of the King Japan: Early Signs of Potential Re-Weight China A-Share Sector & Stock Positioning Update UK Half Year Performance Update Emerging Market Stock Radar 86 ASIA EX-JAPAN EQUITY FUNDS, AUM $54.5BN Samsung Electronics: Return of the King Asia Ex-Japan funds have increased ownership in Samsung Electronics …

Continue Reading

Global Fund Positioning Analysis, June 2023

350 Global Equity Funds, AUM $940bn Global Fund Positioning Analysis, June 2023 Japan: Early Signs of Potential Re-Weight US Technology: Max Weight, Max Underweight Global Funds Stock Radar   350 Global Equity Funds, AUM $940bn Japan: Early Signs of a Potential Re-Weight Global active funds make tentative moves back in to Japanese equities after a 5-year decline.   Time-Series and …

Continue Reading