The team behind the Gulf Investment Fund (GIF) has negotiated the turbulent markets of 2022 to deliver significant outperformance of both GIF’s peers and its benchmark. In particular, in recent trading activity, it has eschewed some of the more highly-valued regions, and the globally exposed petrochemical sector (as at 31 December 2022, GIF had no direct exposure and limited indirect exposure), in favour of more-cheaply-valued opportunities focused on the domestic economies of the Gulf. This inc ....
18 Apr 2023
Gulf Investment Fund – On the gulf of a new economy
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Gulf Investment Fund – On the gulf of a new economy
Gulf Investment Fund PLC USD (GIF:LON) | 227 11.4 2.3% | Mkt Cap: 88.4m
- Published:
18 Apr 2023 -
Author:
Matthew Read | David Johnson -
Pages:
18
The team behind the Gulf Investment Fund (GIF) has negotiated the turbulent markets of 2022 to deliver significant outperformance of both GIF’s peers and its benchmark. In particular, in recent trading activity, it has eschewed some of the more highly-valued regions, and the globally exposed petrochemical sector (as at 31 December 2022, GIF had no direct exposure and limited indirect exposure), in favour of more-cheaply-valued opportunities focused on the domestic economies of the Gulf. This inc ....