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Copley Fund Research

Copley Fund Research
Asset Allocation - Global and GEM Equity

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29 Apr 2025 11:19

Brazil Financials: Losing Ground Amid Global Financials Rotation

​Rotation in EM financial sector sees selling in Brazil funding rotation into Greece, UAE, and Argentina financials, with Itau Unibanco Holding as...

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29 Apr 2025 10:53

United Microelectronics:  Heavy Exodus

UMC sees record low ownership levels as major EM funds exit the stock, leaving few investors with a meaningful stake.  Sentiment has never been lower.

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29 Apr 2025 10:51

Samsung Electronics:  Global Funds Hit Rock Bottom

​Global equity fund ownership in Samsung Electronics has significantly decreased over the past year, with key growth investors exiting the stock...

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bullishICBC (H)
29 Apr 2025 10:18

ICBC:  Signs of a Turnaround in Fund Positioning

​Fund ownership in ICBC stabilizes after consistent declines, with 8 new positions outpacing 3 closures in the past six months.

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31 Mar 2025 09:00

Gold Miners:  Off the Radar

Despite gold hitting record highs this month, ownership of key gold mining stocks among active emerging markets managers remains muted.

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