Positioning Insights, September 2024

351 emerging market Funds, AUM $432bn Active GEM Funds: Positioning Insights, September 2024 Headlines Indonesia:Sentiment Weakens as Key Sectors and Stocks Lose Ground Consumer Discretionary:Key Holdings Strengthen Top Sector Overweight Steel:Falling Investment Pushes Sector towards Record Lows TSMC:Record Ownership Amid Growing Investor Caution Chart Pack Indonesia Chart Pack Discretionary Chart Pack Steel For more analysis, data or information on active …

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Positioning Insights, August 2024

351 emerging market Funds, AUM $424bn Active GEM Funds: Positioning Insights, August 2024 Summary Brazil: Exposure Among EM Funds Nears Record Lows Exposure to Brazil among Emerging Market equity funds has fallen to near-record lows, with Financials, Technology, and Materials leading the declines. Materials: Low Conviction Sector Goes Lower Both average fund weights and the percentage of funds invested in …

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GEM Funds: Extreme Stocks, July 2024

352 Global Emerging markets active equity funds, AUM $429bn GEM Funds: Extreme Stocks Summary In this report, we screen for stocks at the extreme ends of their positioning or momentum ranges. We synthesize current and historical data on fund positioning with recent manager activity to accurately assess sentiment for each stock within our coverage. Stocks in focus this month: High …

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GEM Funds: Performance & Attribution Review, Q2 2024

352 Global Emerging markets active equity funds, AUM $429bn GEM Funds: Performance & Attribution Review, Q2 2024   Summary Strong Q2 returns but passive beats Active: Average active fund returns of 3.91% fail to beat the iShares MSCI EM ETF return of 4.39%, with 54% of funds underperforming. Growth beats Value: All Style groups underperform the benchmark on average, though …

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Positioning Insights & Investment Trends, June 24

352 emerging market Funds, AUM $424bn Positioning Insights & Investment Trends In this month’s report, we look at positioning in the 3 recent election markets of Mexico, South Africa and India, highlight the largest country/sector underweight in EM, a recovery in Turkish Financials and a drop in South Korean Materials Exposure.   Summary Mexico: GEM Funds Wrong-Footed after Election Results.  …

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New Dashboard Release

355 emerging market Funds, AUM $410bn New Dashboard Release This video marks the launch of three new fund positioning dashboards, now available in our positioning dashboards suite. Watch the demo video opposite, or click on the link to go directly to the dashboards. Country/Sector DashboardGain immediate insights into country, sector, country/sector, and stock positioning. Customize your view with various ownership …

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Active GEM Funds: Top-Down Country Insights

355 emerging market Funds, AUM $410bn Active GEM Funds: Top-Down Country Insights Summary In this Top-Down Country report, we analyse regional and country allocations among the 355 equity funds in our analysis. Highlights from the report: EMEA Momentum: EMEA is experiencing positive momentum across multiple countries, with record investments in the MENA region, strong momentum in Greece, Turkey reversing long-term …

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Active GEM Funds: Extreme Stocks

351 Global EM active equity funds, AUM $420bn Active GEM Funds: Extreme Stocks Summary In this report, we identify eight stocks that are currently positioned at the extreme ends of their historical position ranges, or have experienced significant shifts in fund ownership in recent months. Extreme Stocks in Focus: – HDFC Bank Limited – Delta Electronics, Inc. – POSCO Holdings …

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GEM Funds: Performance & Attribution Review, Q1 2024

352 Global Emerging markets active equity funds, AUM $423bn GEM Funds: Performance & Attribution Review, Q1 2024 Summary • Strong start to 2024 as majority outperform: Average returns of 2.8% beat the iShares MSCI EM ETF by 0.66%, with 63% of funds outperforming. • Value/Yield beats Growth: Yield funds the star performers with 4.5% returns on average. Aggressive Growth the …

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India Deep Dive: Record Allocations Mask Growing Underweight

360 emerging market Funds, AUM $400bn India Deep Dive: Record Allocations Mask Growing Underweight Summary Record Allocations Mask Caution: Record investments in India contrast with a rising underweight, as selected managers pare back exposure. Valuations Prompt Strategic Pause: Record underweights among Value funds reflect valuation concerns, with growth funds also seeing overweights decline. Selective Sector Optimism: Fresh interest in Utilities, …

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    Terms and Conditions

    Investor Positioning Report — Copley Fund Research Ltd  ·  Last updated: July 2026  ·  Registered in England and Wales

    1. Who we are

    Copley Fund Research Ltd provides proprietary institutional fund intelligence to listed companies and investor relations professionals. These terms govern every purchase of an Investor Positioning Report. By completing a purchase you confirm you have read, understood, and agreed to these terms in full.

    2. What you are purchasing

    The Investor Positioning Report is a bespoke PDF report mapping the institutional fund universe around your stock. It covers current investors, past investors, competitor investors, and white space investors. Every report is built from scratch for the specific company ordered and is not a standardised or templated product.

    3. Delivery and process

    Following payment or invoice issuance, Copley Fund Research will contact you within one working day to agree your competitor set. Production begins once the competitor set is confirmed in writing. The completed report will be released to you within 48 hours of production starting, provided payment has been received in full; where payment is outstanding, the report will be withheld until payment clears. If the requested company falls outside our covered fund universes, or a competitor set cannot be agreed, Copley Fund Research will issue a full refund or cancel the outstanding invoice.

    4. Competitor set agreement

    The competitor set is agreed with you in writing prior to production, and the report is built to that agreed specification. Requests to amend the competitor set after delivery, based on a change of preference rather than an error, may be treated as a new order.

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    Because each report is produced individually for your company, orders are non-refundable once production has begun, except as set out in clauses 3 and 5a below. By purchasing, you agree not to dispute the charge with your card provider on the basis that the service was not as described, provided the report has been delivered to the agreed specification or corrected under clause 5a.

    5a. Quality remedy

    If a delivered report contains a material error caused by Copley Fund Research — for example, an incorrect company analysed, a competitor omitted from the agreed set, or content missing from the specification in clause 2 — Copley Fund Research will correct and redeliver the report at no additional charge, within a reasonable timeframe. This is your sole remedy for such errors.

    6. Data and accuracy

    All fund positioning data in the report reflects holdings as disclosed at the most recently available reporting date at the time of compilation. The timing of fund holdings disclosures is determined by regulatory requirements applicable to each fund and is outside the control of Copley Fund Research Ltd. This data may not reflect current fund positions. Copley Fund Research takes reasonable care to ensure accuracy but makes no warranty, express or implied, as to the completeness or current accuracy of the underlying data — though this does not affect the quality remedy in clause 5a for errors in how that data was analysed or presented. Past fund positioning is not indicative of future fund behaviour or investment decisions.

    7. Not investment advice

    The Investor Positioning Report is produced for investor relations intelligence purposes only. It does not constitute investment advice, financial advice, or a recommendation to buy, hold, or sell any security. The data reflects historical fund positioning and must not be relied upon as a prediction of future fund behaviour or investment decisions. Copley Fund Research Ltd is not authorised or regulated by the Financial Conduct Authority for the provision of investment advice.

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    The report is licensed for internal use by the purchasing organisation only. You may share it with employees and directors of your organisation. You may not: reproduce, redistribute, publish, or resell the report or any part of it; share it with any third party outside your organisation without prior written consent; use the fund or portfolio manager names contained in the report to approach those individuals on behalf of Copley Fund Research or in a manner that could damage Copley Fund Research's relationships with those funds; or use the data for any purpose other than your own investor relations strategy. The data, analysis, and methodology contained in the report are the intellectual property of Copley