Moves by Pacific Horizon’s (PHI) manager Ewan Markson-Brown to re-position the portfolio by lowering the allocation to technology, and excellent returns todate from stock picks made in 2018, are paying off. PHI is the best-performing Asia Pacific fund in net asset value (NAV) terms over the year-to-date. Coming off a poor 2018, which saw sentiment turn against China and technology, the portfolio is now more diversified with a greater focus on a newer wave of growth companies.
08 Nov 2019
2018 re-calibration paying off
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2018 re-calibration paying off
Pacific Horizon Investment Trust PLC (PHI:LON) | 0 0 0.6% | Mkt Cap: 497.8m
- Published:
08 Nov 2019 -
Author:
Ed Marten -
Pages:
23
Moves by Pacific Horizon’s (PHI) manager Ewan Markson-Brown to re-position the portfolio by lowering the allocation to technology, and excellent returns todate from stock picks made in 2018, are paying off. PHI is the best-performing Asia Pacific fund in net asset value (NAV) terms over the year-to-date. Coming off a poor 2018, which saw sentiment turn against China and technology, the portfolio is now more diversified with a greater focus on a newer wave of growth companies.