Investment philosophies part 2

Hugh Dive

Atlas Funds Management

Almost every month the financial press will publish an article lauding the top performing fund manager over the previous 12 month period. Generally, this is accompanied by a picture of the manager looking quite pleased with themselves in an expensive suit, together with an after match report detailing which stocks they had in their portfolio that allowed them to outperform their peers. The assumption underlying these articles is that all equity funds are managed using the same investment philosophy and that a manager’s outperformance is solely due to their skill. No investment style outperforms in all markets, but most fund managers will argue that their style is superior. In the piece Investing Styles Part 1 we looked at the four basic investment styles (index, growth, value and quality). This week we are going to look at the market conditions under which each style tends to outperform. Full story in the attached document. If you missed part one you can find it here: (VIEW LINK)


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Hugh Dive
Chief Investment Officer
Atlas Funds Management

Atlas is a boutique investment manager focused on generating regular income for pension and SMSFs investors. Atlas' High Income Property Fund (ASX:AFM01) provides quarterly income with low volatility. Click follow to be the first to get my next wire

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