Quant Strategy Portfolio | May update – Banks for yield and Health Care for growth

Mathan Somasundaram

Deep Data Analytics

Strategy outlook: The expected short term profit taking in May has pulled the market down to a yield weighted fair value market level of 5600. We expect the yield thematic to continue with growth outlook remaining very soft and RBA remaining on an easing bias. Current model portfolio: Materials – large (BHP); Transport – large (SYD, TCL); Consumer Services – mid (ALL), small (AAD, AGI, MTR, RFG, SGH); Media – mid (FXJ), small (VRL); Retailing – small (BRG, CCV, KMD); Health Care – large (CSL, RHC), mid (ANN), small (GXL); Banks – large (ANZ, NAB, WBC), mid (BOQ); Diversified Financials – large (MQG), mid (HGG), small (FXL, IMF); IT – large (CPU), mid (CAR); Telecommunications – large (TLS), micro (BGL). (VIEW LINK)


Mathan Somasundaram
Founder & CEO
Deep Data Analytics

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...

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