Pacific Horizon Investment Trust - Update research from QuotedData
10th October 2016
Brave new world
Pacific Horizon's (PHI)'s performance has started to improve over the past few months, yet the manager thinks that there is still considerable potential for the portfolio. He believes that some of the themes that he is focusing on could radically alter all our lives and that many Asian companies will be at the forefront of this change.
The portfolio's substantial exposure to the technology sector is only one strand of PHI's approach to investing in fast-growing companies. This update examines the manager's growing interest in Vietnam, for example. It also looks at the revisions that PHI is making to its discount control mechanism.
Full research:
http://quoteddata.com/2016/10/pacific-horizon-brave-new-world/
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NB: this note has been prepared for Pacific Horizon Investment Trust by Marten & Co and is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the FCA. Marten & Co is not permitted to provide investment advice to individual investors.
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