Quant Strategy Portfolio - April update - Managing short term macro risk
Quant Strategy Portfolio - April update - Managing short term macro risk. Strategy outlook: We are adjusting the balance through diversification in order to reduce market risk. Current model portfolio: Energy - large (STO, WPL); Materials - large (AMC, BHP), mid (ORA); Commercial & Professional Services - mid (CCP, SEK); Transport - large (SYD, TCL, TOL); Consumer Services - mid (ALL, FLT), small (AGI); Media - small (SWM, SXL), micro (PRT); Retail - small (CCV, TGA); Food & Staples Retailing - large (WES, WOW); Health Care - mid (ANN, RMD), small (GXL); Banks - large (ANZ, NAB); Diversified Financials - large (MQG); Property Trusts - large (LLC, SGP); IT - large (CPU); Telecommunications - large (TLS). (VIEW LINK)
Over 25 years’ experience in the finance/tech industry. Mathan has worked extensively in all parts of the finance sector (i.e. County NatWest, Citi, LIM, Southern Cross, Bell Potter, Baillieu Holst and Blue Ocean Equities). Currently Founder and...