Asia Ex-Japan Fund Positioning Analysis, June 2023

86 Asia Ex-Japan Equity Funds, AUM $54.5bn Asia Ex-Japan Fund Positioning Analysis, June 2023 India: Outperformance Potential in Doubt Samsung Electronics: Return of the King Asia Ex-Japan Stock Radar   86 Asia Ex-Japan Equity Funds, AUM $54.5bn India: Outperformance Potential in Doubt India moves to the 2nd largest country underweight in the Asia Ex-Japan region as managers reassess overweight exposure. …

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GEM Fund Positioning Analysis, June 2023

380 emerging market Funds, AUM $392bn GEM Fund Positioning Analysis, June 2023 In this issue: EMEA Materials: Rock Bottom Greece: Continued Rotation Aggressive Growth Funds Raise Japan Stakes GEM Funds Stock Radar 380 emerging market Funds, AUM $392bn EMEA Materials: Rock Bottom GEM Managers reassess their exposure to the EMEA Materials sector. Sellers overwhelm buyers in key stocks, with South …

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China Fund Positioning Analysis, June 2023

257 China Equity Funds, AUM $94bn China Fund Positioning Analysis, June 2023 In this issue: China Consumer Staples: Conviction Overweight BYD Company Ltd: Rising Up The Ranks China A-Shares Stock Positioning Update 154 MSCI China Equity Funds, AUM $50bn China Consumer Staples: Conviction Overweight Active MSCI China managers break away from benchmarks as overweights close in on record levels. Time-Series …

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Copley Fund Research Fund Positioning Chart Pack II

1600 Active Equity Funds, AUM $4.7tr Fund Positioning Chart Pack BYD Co Ltd Becomes Most Popular Auto Stock in EM EM Fund Positioning: Qatar vs Saudi High Active in China. The Best Way to Beat The Benchmark? UK Tobacco: Kicking the Habit Netherlands Positioning: Extending Gains Asia Ex-Japan’s Unloved Stocks GEM, Asia Ex-Japan, China, China A-Shares BYD Co Ltd Becomes …

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GEM Fund Positioning Analysis, May 2023

375 emerging market Funds, AUM $400bn GEM Fund Positioning Analysis, May 2023 In this issue: Qatar: Momentum Stalls Consumer Discretionary: Active Rotation BYD Company: Moves to Top Auto Holding in EM Emerging Markets Stock Positioning Update 375 emerging market Funds, AUM $400bn Qatar: Momentum Stalls Fund exposure to Qatari stocks saw a strong increase between 2021 and 2022, but recent …

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Asia Ex-Japan Fund Positioning Analysis, May 2023

86 Asia Ex-Japan Equity Funds, AUM $54.5bn Asia Ex-Japan Fund Positioning Analysis, May 2023 Energy: Stalled Recovery BYD Company Limited: Record Holdings Asia Ex-Japan Stock Positioning Update 86 Asia Ex-Japan Equity Funds, AUM $54.5bn Energy: Stalled Recovery Active Asia Ex-Japan managers are reassessing their exposure to the Energy sector Time-Series & Sector Activity The recovery in Energy allocations among Asia …

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Copley Fund Research Fund Positioning Chart Pack

1600 Active Equity Funds, AUM $4.7tr Fund Positioning Chart Pack Global Funds: USA: Record Underweight as Shift to Europe Accelerates Emerging Market Funds: GQG EM Equity Fund: Breaking From The Pack Asia Ex-Japan Funds: Country/Sector Positioning Update China Funds: A-Share Financials: Avoiding the Tail UK Funds: The UK’s Most Wanted Stocks 354 GLOBAL EQUITY FUNDS, AUM $952BN USA: Record Underweight …

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UK Fund Positioning Analysis, May 2023

267 UK Equity Funds, AUM $184bn UK Fund Positioning Analysis, May 2023 Tobacco: Kicking the Habit HSBC Holdings: Conviction Returns UK Stock Positioning Update 267 UK Equity Funds, AUM $184bn Tobacco: Kicking the Habit Positioning in the Tobacco industry group falls to lowest levels in history. Time-Series & Industry Activity UK Fund ownership in the Tobacco industry group has fallen …

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Global Fund Positioning Analysis, May 2023

352 Global Equity Funds, AUM $962bn Global Fund Positioning Analysis, May 2023 Global Banks Deep Dive Netherlands Positioning: Extending Gains Stock Positioning Update   352 Global Equity Funds, AUM $962bn Global Banks Deep Dive Positioning in the Banking industry group stalls after US Banking failures, but non-US sentiment is improving.   Time-Series & Industry Positioning Among active Global equity funds, …

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UK Fund Positioning Analysis, April 2023

270 UK Equity Funds, AUM $179bn UK Equity Fund Positioning Analysis, April 2023 In this issue: Q1 Performance & Attribution Aerospace & Defense: Long-Term Decline Personnel Services: Fund Ownership Highs Oxford Instruments: Spike in Exposure   270 UK Equity Funds, AUM $179bn Q1 Performance & Attribution A look at Q1 performance and the drivers of performance among active UK Equity …

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