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Steven Holden

Steven Holden
Asset Allocation & Fund Positioning
Copley Fund Research

334
Insights
128.6k
Views
207
Followers
Cross Asset Strategy Equity Bottom-Up

Top Sectors

Information Technology
26%
Consumer Discretionary
22%
Financials
17%
Consumer Staples
8%
Industrials
5%
Materials
4%
Communication Services
4%
Energy
4%
Health Care
3%
Real Estate
2%

Top Verticals

Cross Asset Strategy
50%
Equity Bottom-Up
24%
Thematic (Sector/Industry)
22%
Quantitative Analysis
4%

Top Entities

Taiwan Semiconductor (TSMC)
55
iShares MSCI Emerging Markets
46
Tencent
46
HDFC Bank
43
Alibaba Group Holding
43
AIA Group Ltd
41
Meituan
29
Samsung Electronics
28
Kweichow Moutai
24
Mediatek Inc
22

Top Countries

China
3.4%
India
2.4%
South Korea
2.3%
Taiwan
2.3%
Indonesia
2.2%
Thailand
2.2%
Philippines
2.2%
Malaysia
2.2%
Pakistan
2.1%
Cambodia
2.1%
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