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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Active UK Small/Midcap Funds: Extreme Stocks
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Steve Holden
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April 28, 2024
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UK
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104 active UK Small/Midcap equity funds, AUM $37bn Active UK Small/Midcap Funds: Extreme Stocks Summary In this report, we identify seven 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: -Diversified Energy Company PLC-Team17 Group PLC-Rentokil Initial plc-St.James’s Place Plc-NCC …
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Alibaba Group Holdings: Positioning Update
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Steve Holden
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February 27, 2024
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Emerging Markets
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361 emerging market Funds, AUM $400bn Alibaba Positioning Overview • Despite average weights falling from over 6% in 2020 to under 2% today, 73% of EM funds remain invested in Alibaba. • The make up of the investor base has changed, with a rotation between high growth investors (out) and Value investors (in). • Of the 73% of current holders, …
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Alibaba: Fighting Back
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Steve Holden
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November 28, 2022
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China Insights
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45 ACTIVE GREATER CHINA FUNDS, AUM $13BN Alibaba: Fighting Back 2 charts from our recent analysis on Alibaba positioning among active Greater China Equity Funds. Ownership in Alibaba Group Holdings is on the rise among active Greater China managers. Peaking in October 2020 at 88.6% of funds invested, the subsequent Tech crackdown saw investors cut exposure, bottoming out at just …
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Asia Ex-Japan Active Fund Performance & Attribution Review, 2023
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Steve Holden
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January 15, 2024
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Asia
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0 Comments
100 Asia Ex-Japan Funds, AUM $55bn Asia Ex-Japan Active Fund Performance & Attribution Review, 2023 Active Asia Ex-Japan funds struggled in 2023, with only 21.9% outperforming and an average underperformance of 3.26% against the tradable benchmark. Returns driven lower by poor performance from Aggressive Growth funds, whilst Value and Yield funds fared better. Poor stock selection in China & HK …
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Asia Ex-Japan Fund Positioning Analysis, April 2023
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Steve Holden
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April 28, 2023
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Asia
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0 Comments
89 Active Asia Ex-Japan Funds, AUM $55bn Asia Ex-Japan Fund Positioning Analysis, April 2023 In this issue: Q1 Performance & Attribution Malaysia: Can’t Catch a Break Taiwan Banks: Un-Investible? Real Estate: Consolidating the Lows? 89 Active Asia Ex-Japan Funds, AUM $55bn Q1 Performance & Attribution The latest stats on performance and the drivers of performance for Q1 2023. Active Asia …
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Asia Ex-Japan Fund Positioning Analysis, August 2022
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Steve Holden
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August 16, 2022
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Asia
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0 Comments
93 Active Asia Ex-Japan Funds, AUM $63bn Investor Positioning Insights Singapore Financials: Surging Higher China Technology: Stalling Sentiment Asian Restaurant Boom Singapore Financials: Surging Higher Allocations in Singapore Financials continue their cyclical turnaround. From a low of 0.67% in early 2021, average holding weights have soared to 1.81%, closing in on the highs of 2%+ through 2018 with managers …
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Asia Ex-Japan Fund Positioning Analysis, August 2023
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Steve Holden
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August 29, 2023
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Asia
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0 Comments
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 …
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Asia Ex-Japan Fund Positioning Analysis, February 2023
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Steve Holden
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February 12, 2023
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Asia
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0 Comments
91 Active Asia Ex-Japan Funds, AUM $55bn Asia Ex-Japan Fund Positioning Analysis, February 2023 In this issue: Adani Group of Companies: Actively Uninvestable Vietnam: Time to Invest? Indonesian Financials: Consensus Overweight Asia Ex-Japan’s Rising Stars 89 Active Asia Ex-Japan Funds, AUM $55bn Adani Group of Companies: Actively Uninvestable Active Asia Ex-Japan investors never warmed to the Adani group of …
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Asia Ex-Japan Fund Positioning Analysis, January 2023
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Steve Holden
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January 17, 2023
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Asia
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0 Comments
91 Active Asia Ex-Japan Funds, AUM $55bn Asia Ex-Japan Fund Positioning Analysis, January 2023 In this issue: 2023 Asia Ex-Japan Positioning Update Asia Ex-Japan Stock Radar NAVER Corp: Back to the Lows 91 Active Asia Ex-Japan Funds, AUM $55bn 2023 Asia Ex-Japan Positioning Update We start with the major regional splits. EM Asia Major, which includes the top …
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Asia Ex-Japan Fund Positioning Analysis, June 2023
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Steve Holden
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June 28, 2023
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Asia
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0 Comments
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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Asia Ex-Japan Fund Positioning Analysis, March 2023
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Steve Holden
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March 17, 2023
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Asia
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0 Comments
89 Active Asia Ex-Japan Funds, AUM $55bn Asia Ex-Japan Fund Positioning Analysis, March 2023 In this issue: Asian Financials: Closing the Underweight The Philippines Depression Asia Ex-Japan Fund Holdings Guide 89 Active Asia Ex-Japan Funds, AUM $55bn Asian Financials: Closing the Underweight An increasing number of Asia Ex-Japan funds are moving to overweight the Financials sector An increasing number …
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