HONG KONG ALPHA PORTFOLIO - Introduction

David has highlighted this Insight as a Top Pick
181 Views04 Nov 2024 12:06
We have launched a Hong Kong portfolio with the aim to outperform HK indexes and generate alpha.  Stocks are chosen from those highlighted in our insights.
What is covered in the Full Insight:
  • Introduction
  • Portfolio Inception and Strategy
  • October 2024 Performance
  • November 2024 Portfolio Changes
  • Sector and Security Analysis
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David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro
EquitiesCross Asset StrategyThematic (Sector/Industry)
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