Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Cross Asset Strategy

<ul>
<li>Turkish fund ownership falls to record lows after significant rotation</li>
<li>No single company owned by more than 10% of managers. BIM and Koc Holdings the most widely held</li>
<li>Turkey falls to the 9th largest country allocation in the EMEA region</li>
</ul>


Turkish fund ownership falls to record lows after significant rotation
No single company owned by more than 10% of managers. BIM and Koc Holdings the most widely held
Turkey falls to the 9th largest country allocation in the EMEA region


Istanbul or Bust: The Decline of Turkish Investor Positioning

Professor, Investor, Research Institute CEO, Monash Business School

Deep Kapur

Professor, Investor, Research Institute CEO

Lucem Capital

Equity Bottom-Up

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/016/433/original/sohm.PNG?1479222766" class="editor-image img-responsive" data-smartkarma-image-id="16433"></figure>With all the political excitement last week, the first Sohn Sydney conference on 11th November does not appear to have received much airtime within the PM community.Translation: by "community" I mean my five POTUS-fatigued friends who picked up calls last Monday. Typical response: really - there was a Sohn event last week? I have found the Sohn conferences and the ones hosted by Jim Grant to be good sources of long and short ideas for further research. I wasn't at the Sydney conference, but…

With all the political excitement last week, the first Sohn Sydney conference on 11th November does not appear to have received much airtime within the PM community.Translation: by "community" I mean my five POTUS-fatigued friends who picked up calls last Monday. Typical response: really - there was a Sohn event last week? I have found the Sohn conferences and the ones hosted by Jim Grant to be good sources of long and short ideas for further research. I wasn't at the Sydney conference, but…

Longs & Shorts from Sohn Sydney Conference

Turkey

BIM Birlesik Magazalar A.S. operates food and basic consumer goods discount stores in Turkey.  The Company provides an assortment of private label products.

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Bim Birlesik Magazalar As (BIMAS TI)

Istanbul or Bust: The Decline of Turkish Investor Positioning

Ownership levels in Turkish equities have fallen to new lows among active Emerging Market equity funds. For the first time since 2008, active...

Steven Holden

Longs & Shorts from Sohn Sydney Conference

With all the political excitement last week, the first Sohn Sydney conference on 11th November does not appear to have received much airtime within...

Deep Kapur

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)