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Global equities strategies need dedicated specialists
Specialist investment teams are essential to tapping into the opportunities of global equities, according to Lighthouse Investment Partners portfolio manager global equity long/short Ethan Baron.
With correlations starting to come down and a rise in alpha production, Baron said managers are once again starting to be rewarded for their stock selection.
Baron said although there had not been major inflows into global equities in recent times, there had not been large outflows either, creating a "tremendous stock-pickers' environment".
"We have a greater China specialist and they have 10 analysts on the ground in Shanghai to cover Chinese corporates," he said.
"We think you need that level of specialisation and presence to really tackle the global equity universe."
The focus on securing a strong team of sector specialists that ultimately culminates in a 100-plus investment professional team is the scale required to chase down these ideas at a global level, Baron said.
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TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
Spire Oaktree Opportunities XI First Close USD
73.88 3 y p.a(%)
2
Hills International
63.66 3 y p.a(%)
3
Acadian Global Equity Long Short Class A
36.33 3 y p.a(%)
4
CFS FC Acadian Global Equity Long Short
35.96 3 y p.a(%)
5
DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia
32.23 3 y p.a(%)
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